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 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-335- 2.07% |
$114K - $131K
|
15.9K
$6.65M
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-337- 19.88% |
$115K - $132K
|
1.36K
$570K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-337- 0.55% |
$115K - $132K
|
60.9K
$25.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-337- 0.57% |
$115K - $132K
|
59.1K
$24.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-339- 6.48% |
$116K - $133K
|
4.89K
$2.05M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-339- 2.83% |
$116K - $133K
|
11.7K
$4.89M
|
|
|
Oct 15, 2024
Q3 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-340- 8.14% |
$116K - $133K
|
3.84K
$1.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-341- 8.59% |
$116K - $134K
|
3.63K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-341- 3.59% |
$116K - $134K
|
9.15K
$3.84M
|
|
|
Oct 08, 2024
Q3 2024
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-342- 0.95% |
$117K - $134K
|
35.7K
$15M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-343- 1.63% |
$117K - $134K
|
20.8K
$8.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-347- 1.36% |
$118K - $136K
|
25.1K
$10.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-349- 39.48% |
$119K - $137K
|
535
$224K
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-350- 0.81% |
$119K - $137K
|
42.8K
$18M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-351- 12.05% |
$120K - $138K
|
2.56K
$1.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-351- 2.89% |
$120K - $138K
|
11.8K
$4.94M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-356- 0.93% |
$121K - $140K
|
37.8K
$15.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
SELL
|
- |
-356- 2.69% |
$121K - $140K
|
12.9K
$5.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-358- 17.36% |
$122K - $140K
|
1.7K
$715K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-361- 0.44% |
$123K - $141K
|
81K
$34M
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-362- 34.41% |
$123K - $142K
|
690
$289K
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-364- 0.51% |
$124K - $143K
|
70.5K
$29.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-370- 19.27% |
$126K - $145K
|
1.55K
$650K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-372- 2.7% |
$127K - $146K
|
13.4K
$5.61M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-373- 46.86% |
$127K - $146K
|
423
$177K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-373- 2.35% |
$127K - $146K
|
15.5K
$6.51M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-374- 2.38% |
$128K - $147K
|
15.3K
$6.43M
|
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-375- 23.66% |
$128K - $147K
|
1.21K
$507K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-375- 1.77% |
$128K - $147K
|
20.8K
$8.72M
|
|
|
Nov 04, 2024
Q3 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-375- 0.85% |
$128K - $147K
|
43.9K
$18.4M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-375- 18.08% |
$128K - $147K
|
1.7K
$713K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-379- 1.31% |
$129K - $149K
|
28.5K
$11.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
SELL
|
- |
-380- 20.55% |
$130K - $149K
|
1.47K
$616K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-380- 57.14% |
$130K - $149K
|
285
$120K
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-383- 2.78% |
$131K - $150K
|
13.4K
$5.62M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-386- 11.11% |
$132K - $151K
|
3.09K
$1.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-391- 9.33% |
$133K - $153K
|
3.8K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-391- 8.99% |
$133K - $153K
|
3.96K
$1.66M
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-395- 1.25% |
$135K - $155K
|
31.2K
$13.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
SELL
|
- |
-405- 1.51% |
$138K - $159K
|
26.3K
$11M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-408- 43.45% |
$139K - $160K
|
531
$223K
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-411- 7.29% |
$140K - $161K
|
5.23K
$2.19M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-411- 5.7% |
$140K - $161K
|
6.8K
$2.85M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-415- 6.12% |
$142K - $163K
|
6.37K
$2.67M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-419- 8.71% |
$143K - $164K
|
4.39K
$1.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
SELL
|
- |
-421- 6.14% |
$144K - $165K
|
6.43K
$2.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-423- 3.91% |
$144K - $166K
|
10.4K
$4.35M
|
|
|
Oct 16, 2024
Q3 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-423- 1.12% |
$144K - $166K
|
37.5K
$15.7M
|
|
|
Dec 17, 2024
Q3 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-424- 0.68% |
$145K - $166K
|
62.2K
$26.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-425- 3.3% |
$145K - $167K
|
12.5K
$5.22M
|