Purchases and Sales Made in Q2 2024 in Vanguard Growth ETF (VUG)
This table provides information about the institutional ownership of Vanguard Growth ETF (VUG) during Q2 2024. The information is specifically focused on institutions that hold shares of VANGUARD GROWTH ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 07, 2024
Q2 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-2.44K- 31.0% |
$787K - $921K
|
5.44K
$2.28M
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-2.48K- 1.59% |
$799K - $934K
|
153K
$64.4M
|
|
Aug 13, 2024
Q2 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-2.56K- 11.73% |
$825K - $965K
|
19.3K
$8.07M
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-2.56K- 5.12% |
$826K - $966K
|
47.5K
$19.9M
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.58KClosed |
$833K - $974K
|
0
$0
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-2.6K- 1.04% |
$838K - $980K
|
247K
$103M
|
|
Aug 01, 2024
Q2 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-2.66K- 61.05% |
$858K - $1M
|
1.7K
$712K
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-2.69K- 6.48% |
$868K - $1.02M
|
38.9K
$16.3M
|
|
Jul 30, 2024
Q2 2024
|
Peterson Wealth Services
|
SELL
|
- |
-2.73K- 6.71% |
$879K - $1.03M
|
37.9K
$15.9M
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-2.75K- 35.7% |
$886K - $1.04M
|
4.95K
$2.08M
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.79K- 0.91% |
$899K - $1.05M
|
302K
$127M
|
|
Jul 24, 2024
Q2 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-2.8K- 4.59% |
$901K - $1.05M
|
58.1K
$24.4M
|
|
Aug 07, 2024
Q2 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-2.81K- 6.98% |
$906K - $1.06M
|
37.4K
$15.7M
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-2.83K- 26.61% |
$911K - $1.07M
|
7.79K
$3.27M
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-2.96K- 3.81% |
$956K - $1.12M
|
74.9K
$31.4M
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-2.97K- 40.92% |
$956K - $1.12M
|
4.28K
$1.8M
|
|
Jul 18, 2024
Q2 2024
|
Veery Capital, LLC
|
SELL
|
- |
-3K- 5.45% |
$966K - $1.13M
|
52K
$21.8M
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-3K- 1.47% |
$967K - $1.13M
|
200K
$84.1M
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-3.07K- 3.03% |
$991K - $1.16M
|
98.4K
$41.3M
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-3.32K- 9.06% |
$1.07M - $1.25M
|
33.3K
$14M
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.33K- 4.83% |
$1.07M - $1.25M
|
65.5K
$27.5M
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-3.41K- 6.89% |
$1.1M - $1.29M
|
46.1K
$19.3M
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-3.42K- 4.78% |
$1.1M - $1.29M
|
68K
$28.5M
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-3.48K- 35.72% |
$1.12M - $1.31M
|
6.27K
$2.63M
|
|
Jul 26, 2024
Q2 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-3.54K- 17.87% |
$1.14M - $1.33M
|
16.2K
$6.81M
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-3.54K- 4.46% |
$1.14M - $1.34M
|
75.9K
$31.8M
|
|
Jul 16, 2024
Q2 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-3.6K- 49.51% |
$1.16M - $1.36M
|
3.67K
$1.54M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.86K- 6.26% |
$1.25M - $1.46M
|
57.8K
$24.3M
|
|
Aug 02, 2024
Q2 2024
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-4.09K- 32.49% |
$1.32M - $1.54M
|
8.49K
$3.56M
|
|
Jul 22, 2024
Q2 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-4.21K- 5.75% |
$1.36M - $1.59M
|
69K
$28.9M
|
|
Dec 17, 2024
Q2 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-4.41K- 6.58% |
$1.42M - $1.66M
|
62.6K
$26.2M
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-4.57K- 4.95% |
$1.47M - $1.72M
|
87.7K
$36.8M
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-5.12K- 8.42% |
$1.65M - $1.93M
|
55.7K
$23.3M
|
|
Jul 31, 2024
Q2 2024
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-5.23K- 5.1% |
$1.69M - $1.97M
|
97.3K
$40.8M
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-5.41K- 6.2% |
$1.74M - $2.04M
|
81.8K
$34.3M
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-5.61K- 14.58% |
$1.81M - $2.12M
|
32.9K
$13.8M
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-5.92K- 13.72% |
$1.91M - $2.23M
|
37.3K
$15.6M
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-5.98K- 4.48% |
$1.93M - $2.26M
|
127K
$53.5M
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6K- 49.9% |
$1.94M - $2.26M
|
6.03K
$2.53M
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-6.03K- 5.09% |
$1.94M - $2.27M
|
112K
$47.1M
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-6.05K- 8.69% |
$1.95M - $2.28M
|
63.6K
$26.7M
|
|
Aug 08, 2024
Q2 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-6.23K- 2.62% |
$2.01M - $2.35M
|
231K
$97M
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-6.24K- 4.75% |
$2.01M - $2.35M
|
125K
$52.4M
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-6.27K- 4.36% |
$2.02M - $2.36M
|
138K
$57.7M
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-6.66K- 52.91% |
$2.15M - $2.51M
|
5.93K
$2.49M
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.96K- 20.1% |
$2.24M - $2.62M
|
27.7K
$11.6M
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-7.03K- 14.45% |
$2.27M - $2.65M
|
41.7K
$17.5M
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-7.33K- 8.42% |
$2.36M - $2.77M
|
79.7K
$33.4M
|
|
Jul 25, 2024
Q2 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-7.5K- 12.1% |
$2.42M - $2.83M
|
54.5K
$22.9M
|
|
Aug 09, 2024
Q2 2024
|
Winton Group LTD
London, X0 |
SELL
|
- |
-7.58K- 91.98% |
$2.45M - $2.86M
|
661
$277K
|