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
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
26+ 8.64% |
$9.85K - $11.1K
|
327
$137K
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
26+ 2.14% |
$9.85K - $11.1K
|
1.24K
$521K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
26+ 2.28% |
$9.85K - $11.1K
|
1.17K
$489K
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
24+ 1.21% |
$9.09K - $10.3K
|
2.01K
$845K
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
24+ 0.24% |
$9.09K - $10.3K
|
10.1K
$4.25M
|
|
Jan 31, 2025
Q4 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
22+ 0.91% |
$8.33K - $9.42K
|
2.45K
$1.03M
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
21+ 18.26% |
$7.95K - $8.99K
|
136
$57.1K
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
21+ 1.66% |
$7.95K - $8.99K
|
1.29K
$539K
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
21+ 1.92% |
$7.95K - $8.99K
|
1.12K
$469K
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
20+ 2.15% |
$7.58K - $8.56K
|
950
$399K
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
20+ 16.0% |
$7.58K - $8.56K
|
145
$60.8K
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
18+ 25.71% |
$6.82K - $7.71K
|
88
$36.9K
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
17+ 1.59% |
$6.44K - $7.28K
|
1.08K
$455K
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
17+ 2.64% |
$6.44K - $7.28K
|
660
$277K
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
17+ 0.05% |
$6.44K - $7.28K
|
31.2K
$13.1M
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
16+ 0.19% |
$6.06K - $6.85K
|
8.34K
$3.5M
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
16+ 0.96% |
$6.06K - $6.85K
|
1.68K
$704K
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
15+ 1.23% |
$5.68K - $6.42K
|
1.23K
$517K
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
15+ 1.37% |
$5.68K - $6.42K
|
1.11K
$465K
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
14+ 1.03% |
$5.3K - $5.99K
|
1.37K
$576K
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
14+ 1.15% |
$5.3K - $5.99K
|
1.23K
$517K
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
13New |
$4.92K - $5.57K
|
13
$5.45K
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
13+ 0.26% |
$4.92K - $5.57K
|
4.99K
$2.09M
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
12New |
$4.55K - $5.14K
|
12
$5.04K
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
12+ 0.11% |
$4.55K - $5.14K
|
10.8K
$4.54M
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
11+ 0.03% |
$4.17K - $4.71K
|
40.5K
$17M
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
11+ 0.17% |
$4.17K - $4.71K
|
6.62K
$2.78M
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
11+ 2.08% |
$4.17K - $4.71K
|
540
$227K
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
11+ 0.15% |
$4.17K - $4.71K
|
7.44K
$3.12M
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
10+ 0.17% |
$3.79K - $4.28K
|
5.96K
$2.5M
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
9+ 0.32% |
$3.41K - $3.85K
|
2.86K
$1.2M
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
8+ 9.76% |
$3.03K - $3.42K
|
90
$37.8K
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
7+ 0.91% |
$2.65K - $3K
|
779
$327K
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
7+ 0.15% |
$2.65K - $3K
|
4.54K
$1.91M
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
7+ 0.19% |
$2.65K - $3K
|
3.71K
$1.56M
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
5+ 0.13% |
$1.89K - $2.14K
|
3.97K
$1.66M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
5+ 0.25% |
$1.89K - $2.14K
|
1.99K
$834K
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
5+ 0.14% |
$1.89K - $2.14K
|
3.68K
$1.55M
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
5New |
$1.89K - $2.14K
|
5
$2.1K
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
5+ 1.25% |
$1.89K - $2.14K
|
405
$170K
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.22% |
$1.52K - $1.71K
|
1.84K
$773K
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
4+ 0.1% |
$1.52K - $1.71K
|
3.92K
$1.65M
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4+ 0.61% |
$1.52K - $1.71K
|
661
$277K
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
4+ 0.22% |
$1.52K - $1.71K
|
1.81K
$759K
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
4+ 0.07% |
$1.52K - $1.71K
|
5.84K
$2.45M
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
3New |
$1.14K - $1.28K
|
3
$1.26K
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
3+ 0.14% |
$1.14K - $1.28K
|
2.14K
$900K
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$1.14K - $1.28K
|
9.66K
$4.05M
|
|
Feb 04, 2025
Q4 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
3+ 0.1% |
$1.14K - $1.28K
|
2.98K
$1.25M
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 0.16% |
$758 - $856
|
1.22K
$510K
|