Purchases and Sales Made in Q3 2024 in Vanguard Growth ETF (VUG)
This table provides information about the institutional ownership of Vanguard Growth ETF (VUG) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
229+ 11.05% |
$78.1K - $89.8K
|
2.3K
$957K
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
229+ 5.92% |
$78.1K - $89.8K
|
4.1K
$1.7M
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
226+ 2.08% |
$77.1K - $88.6K
|
11.1K
$4.61M
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
224+ 2.07% |
$76.4K - $87.8K
|
11K
$4.59M
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
221+ 2.25% |
$75.4K - $86.6K
|
10.1K
$4.18M
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
221+ 7.45% |
$75.4K - $86.6K
|
3.19K
$1.33M
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
220New |
$75K - $86.2K
|
220
$91.5K
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
217+ 11.48% |
$74K - $85.1K
|
2.11K
$876K
|
|
Oct 18, 2024
Q3 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
215+ 0.26% |
$73.3K - $84.3K
|
83.5K
$34.7M
|
|
Nov 13, 2024
Q3 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
215New |
$73.3K - $84.3K
|
215
$89.4K
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
212+ 5.48% |
$72.3K - $83.1K
|
4.08K
$1.7M
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
211+ 7.56% |
$72K - $82.7K
|
3K
$1.25M
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
209+ 3.37% |
$71.3K - $81.9K
|
6.42K
$2.67M
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
209+ 2.39% |
$71.3K - $81.9K
|
8.95K
$3.72M
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
205+ 21.95% |
$69.9K - $80.3K
|
1.14K
$474K
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
205+ 1.88% |
$69.9K - $80.3K
|
11.1K
$4.62M
|
|
Nov 13, 2024
Q3 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
205+ 12.34% |
$69.9K - $80.3K
|
1.87K
$776K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
204New |
$69.6K - $80K
|
204
$84.8K
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
204+ 17.96% |
$69.6K - $80K
|
1.34K
$557K
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
204+ 13.12% |
$69.6K - $80K
|
1.76K
$732K
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
199+ 11.07% |
$67.9K - $78K
|
2K
$830K
|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
197+ 8.48% |
$67.2K - $77.2K
|
2.52K
$1.05M
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
195+ 6.14% |
$66.5K - $76.4K
|
3.37K
$1.4M
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
190+ 17.56% |
$64.8K - $74.5K
|
1.27K
$529K
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
188+ 1.64% |
$64.1K - $73.7K
|
11.7K
$4.85M
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
187+ 0.25% |
$63.8K - $73.3K
|
76.2K
$31.7M
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
186+ 0.38% |
$63.4K - $72.9K
|
49K
$20.4M
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
186+ 16.61% |
$63.4K - $72.9K
|
1.31K
$543K
|
|
Oct 22, 2024
Q3 2024
|
X Square Capital, LLC
|
BUY
|
- |
185+ 16.24% |
$63.1K - $72.5K
|
1.32K
$551K
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
185+ 2.67% |
$63.1K - $72.5K
|
7.12K
$2.96M
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
182+ 2.21% |
$62.1K - $71.3K
|
8.4K
$3.49M
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
182+ 3.74% |
$62.1K - $71.3K
|
5.05K
$2.1M
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
181+ 3.92% |
$61.7K - $70.9K
|
4.79K
$1.99M
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
178+ 13.83% |
$60.7K - $69.8K
|
1.47K
$609K
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
177+ 1.6% |
$60.4K - $69.4K
|
11.2K
$4.67M
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
174+ 3.63% |
$59.3K - $68.2K
|
4.97K
$2.07M
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
173+ 1.47% |
$59K - $67.8K
|
11.9K
$4.95M
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
171+ 22.95% |
$58.3K - $67K
|
916
$381K
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
171+ 0.76% |
$58.3K - $67K
|
22.8K
$9.47M
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
170+ 8.72% |
$58K - $66.6K
|
2.12K
$882K
|
|
Nov 04, 2024
Q3 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
170+ 25.34% |
$58K - $66.6K
|
841
$350K
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
169+ 12.83% |
$57.6K - $66.2K
|
1.49K
$618K
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
165+ 1.15% |
$56.3K - $64.7K
|
14.5K
$6.02M
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
162+ 6.9% |
$55.3K - $63.5K
|
2.51K
$1.04M
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
162+ 4.78% |
$55.3K - $63.5K
|
3.55K
$1.48M
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
162+ 2.56% |
$55.3K - $63.5K
|
6.5K
$2.7M
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
161+ 2.91% |
$54.9K - $63.1K
|
5.69K
$2.37M
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
160+ 6.61% |
$54.6K - $62.7K
|
2.58K
$1.07M
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
160+ 5.89% |
$54.6K - $62.7K
|
2.88K
$1.2M
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
160+ 0.87% |
$54.6K - $62.7K
|
18.6K
$7.72M
|