Purchases and Sales Made in Q4 2024 in Vanguard Growth ETF (VUG)
This table provides information about the institutional ownership of Vanguard Growth ETF (VUG) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
5.47M+ 34615.26% |
$2.07B - $2.34B
|
5.49M
$2.3B
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
155K+ 1376.9% |
$58.8M - $66.5M
|
167K
$69.9M
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
140KNew |
$53.2M - $60.1M
|
140K
$58.9M
|
|
Jan 17, 2025
Q4 2024
|
Marks Wealth, LLC
|
BUY
|
- |
132KNew |
$50.1M - $56.6M
|
132K
$55.5M
|
|
Jan 23, 2025
Q4 2024
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
121KNew |
$45.7M - $51.7M
|
121K
$50.6M
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
120KNew |
$45.4M - $51.3M
|
120K
$50.3M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
118K+ 36.38% |
$44.6M - $50.4M
|
441K
$185M
|
|
Jan 17, 2025
Q4 2024
|
Rolek Wealth Management LLC
Berwyn, PA |
BUY
|
- |
112KNew |
$42.3M - $47.8M
|
112K
$46.9M
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
111K+ 32.05% |
$42M - $47.4M
|
457K
$192M
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
104KNew |
$39.2M - $44.3M
|
104K
$43.4M
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
93.8KNew |
$35.5M - $40.2M
|
93.8K
$39.4M
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
53.1KNew |
$20.1M - $22.7M
|
53.1K
$22.3M
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
43.6KNew |
$16.5M - $18.7M
|
43.6K
$18.3M
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
42.9KNew |
$16.2M - $18.4M
|
42.9K
$18M
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
42K+ 14.91% |
$15.9M - $18M
|
323K
$136M
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
39K+ 12.77% |
$14.8M - $16.7M
|
344K
$144M
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
31.6KNew |
$12M - $13.5M
|
31.6K
$13.3M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
30.7K+ 44.7% |
$11.6M - $13.2M
|
99.4K
$41.7M
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
30.1KNew |
$11.4M - $12.9M
|
30.1K
$12.6M
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
29.8K+ 6.35% |
$11.3M - $12.8M
|
500K
$210M
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
24.6K+ 10.79% |
$9.34M - $10.6M
|
253K
$106M
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
24.6K+ 317.05% |
$9.32M - $10.5M
|
32.4K
$13.6M
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
22.5KNew |
$8.54M - $9.65M
|
22.5K
$9.46M
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
22.4K+ 831.18% |
$8.48M - $9.59M
|
25.1K
$10.5M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
22.3K+ 5.64% |
$8.43M - $9.53M
|
417K
$175M
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
22KNew |
$8.32M - $9.41M
|
22K
$9.22M
|
|
Jan 17, 2025
Q4 2024
|
Tide Cove Capital Partners LLC
San Diego, CA |
BUY
|
- |
19.7KNew |
$7.45M - $8.42M
|
19.7K
$8.26M
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
18.8K+ 37.7% |
$7.14M - $8.07M
|
68.8K
$28.9M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
16.7K+ 57.4% |
$6.34M - $7.17M
|
45.9K
$19.3M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
16.3K+ 122.45% |
$6.18M - $6.98M
|
29.6K
$12.4M
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
16.2K+ 23.36% |
$6.12M - $6.92M
|
85.4K
$35.8M
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
15.5K+ 4.29% |
$5.87M - $6.64M
|
377K
$158M
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
13.9KNew |
$5.25M - $5.94M
|
13.9K
$5.82M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
13K+ 1.75% |
$4.93M - $5.58M
|
756K
$317M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.9K+ 21.96% |
$4.9M - $5.54M
|
71.8K
$30.1M
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
12.9KNew |
$4.88M - $5.51M
|
12.9K
$5.4M
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
12.7K+ 9.77% |
$4.83M - $5.45M
|
143K
$60.1M
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
12.5K+ 242.43% |
$4.74M - $5.36M
|
17.7K
$7.42M
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
12.5KNew |
$4.74M - $5.36M
|
12.5K
$5.25M
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
12K+ 17.2% |
$4.53M - $5.12M
|
81.5K
$34.2M
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
11.8KNew |
$4.46M - $5.04M
|
11.8K
$4.94M
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
11.7K+ 7.7% |
$4.44M - $5.01M
|
164K
$68.8M
|
|
Jan 30, 2025
Q4 2024
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
11.3KNew |
$4.27M - $4.83M
|
11.3K
$4.74M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
11.2K+ 6.63% |
$4.24M - $4.8M
|
180K
$75.6M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
11K+ 7.58% |
$4.15M - $4.69M
|
155K
$65.2M
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
10.8K+ 40.33% |
$4.11M - $4.64M
|
37.7K
$15.8M
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
10.5K+ 5.04% |
$3.96M - $4.48M
|
218K
$91.5M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.3K+ 6.18% |
$3.89M - $4.4M
|
177K
$74.1M
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
10.3K+ 13.92% |
$3.88M - $4.39M
|
83.9K
$35.2M
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
10KNew |
$3.8M - $4.3M
|
10K
$4.21M
|