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 |
---|---|---|---|---|---|---|---|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-3- 0.03% |
$1.02K - $1.18K
|
9.32K
$4.07M
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-4- 0.12% |
$1.36K - $1.57K
|
3.47K
$1.51M
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-4- 0.23% |
$1.36K - $1.57K
|
1.73K
$755K
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-4- 0.51% |
$1.36K - $1.57K
|
775
$338K
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-4- 0.94% |
$1.36K - $1.57K
|
421
$184K
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-4- 0.19% |
$1.36K - $1.57K
|
2.12K
$927K
|
|
Oct 31, 2024
Q3 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-4- 0.62% |
$1.36K - $1.57K
|
643
$281K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-4- 0.06% |
$1.36K - $1.57K
|
7.16K
$3.12M
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-4- 0.5% |
$1.36K - $1.57K
|
801
$350K
|
|
Oct 17, 2024
Q3 2024
|
Fusion Family Wealth LLC
|
SELL
|
- |
-5- 0.12% |
$1.71K - $1.96K
|
4.19K
$1.83M
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
SELL
|
- |
-5- 0.6% |
$1.71K - $1.96K
|
835
$365K
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-5- 0.06% |
$1.71K - $1.96K
|
8.93K
$3.9M
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-5- 0.05% |
$1.71K - $1.96K
|
10.9K
$4.78M
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-5- 3.85% |
$1.71K - $1.96K
|
125
$54.6K
|
|
Nov 13, 2024
Q3 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-5- 0.53% |
$1.71K - $1.96K
|
939
$410K
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-6- 0.17% |
$2.05K - $2.35K
|
3.52K
$1.54M
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-6- 0.33% |
$2.05K - $2.35K
|
1.8K
$787K
|
|
Nov 14, 2024
Q3 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-6- 0.13% |
$2.05K - $2.35K
|
4.7K
$2.05M
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
SELL
|
- |
-7- 0.24% |
$2.39K - $2.74K
|
2.92K
$1.27M
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-7- 0.32% |
$2.39K - $2.74K
|
2.2K
$962K
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-7- 0.05% |
$2.39K - $2.74K
|
14.5K
$6.35M
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-7- 0.14% |
$2.39K - $2.74K
|
5.01K
$2.19M
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-7- 0.06% |
$2.39K - $2.74K
|
11.3K
$4.93M
|
|
Nov 14, 2024
Q3 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-7- 1.17% |
$2.39K - $2.74K
|
590
$258K
|
|
Feb 13, 2025
Q3 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-7- 0.11% |
$2.39K - $2.74K
|
6.17K
$2.7M
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-8- 0.23% |
$2.73K - $3.14K
|
3.4K
$1.48M
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-8- 0.16% |
$2.73K - $3.14K
|
4.93K
$2.15M
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-8- 0.09% |
$2.73K - $3.14K
|
8.45K
$3.69M
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-8- 0.39% |
$2.73K - $3.14K
|
2.04K
$889K
|
|
Oct 17, 2024
Q3 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-8- 1.06% |
$2.73K - $3.14K
|
750
$327K
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-9- 0.64% |
$3.07K - $3.53K
|
1.39K
$609K
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-9- 0.97% |
$3.07K - $3.53K
|
923
$403K
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-10- 0.87% |
$3.41K - $3.92K
|
1.14K
$497K
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-10- 0.79% |
$3.41K - $3.92K
|
1.25K
$546K
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-10- 1.5% |
$3.41K - $3.92K
|
657
$287K
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-10- 0.21% |
$3.41K - $3.92K
|
4.86K
$2.12M
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-10- 0.05% |
$3.41K - $3.92K
|
19.8K
$8.63M
|
|
Oct 31, 2024
Q3 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-10- 62.5% |
$3.41K - $3.92K
|
6
$2.62K
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-10- 0.99% |
$3.41K - $3.92K
|
1K
$437K
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-11- 0.51% |
$3.75K - $4.31K
|
2.14K
$935K
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-11- 1.97% |
$3.75K - $4.31K
|
546
$238K
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-11- 0.33% |
$3.75K - $4.31K
|
3.36K
$1.46M
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-12- 0.45% |
$4.09K - $4.7K
|
2.65K
$1.16M
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-12- 0.48% |
$4.09K - $4.7K
|
2.51K
$1.1M
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-12- 0.45% |
$4.09K - $4.7K
|
2.68K
$1.17M
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-12- 26.67% |
$4.09K - $4.7K
|
33
$14.4K
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-13- 1.75% |
$4.43K - $5.1K
|
731
$319K
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-13- 2.25% |
$4.43K - $5.1K
|
566
$247K
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-13- 1.61% |
$4.43K - $5.1K
|
796
$347K
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-13- 2.96% |
$4.43K - $5.1K
|
426
$186K
|