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
|
Crewe Advisors LLC
|
SELL
|
- |
-226- 35.2% |
$85.6K - $96.8K
|
416
$175K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-228- 0.37% |
$86.4K - $97.6K
|
60.7K
$25.5M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-240- 1.01% |
$90.9K - $103K
|
23.4K
$9.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-242- 12.15% |
$91.7K - $104K
|
1.75K
$734K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-242- 4.25% |
$91.7K - $104K
|
5.45K
$2.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-242- 5.93% |
$91.7K - $104K
|
3.84K
$1.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-245- 2.36% |
$92.8K - $105K
|
10.2K
$4.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-246- 0.85% |
$93.2K - $105K
|
28.8K
$12.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-250- 2.98% |
$94.7K - $107K
|
8.15K
$3.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-250- 2.43% |
$94.7K - $107K
|
10.1K
$4.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-250- 30.53% |
$94.7K - $107K
|
569
$239K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-250- 16.4% |
$94.7K - $107K
|
1.27K
$535K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-251- 9.72% |
$95.1K - $107K
|
2.33K
$978K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-254- 5.98% |
$96.2K - $109K
|
3.99K
$1.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-255- 0.4% |
$96.6K - $109K
|
64K
$26.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-255- 1.57% |
$96.6K - $109K
|
15.9K
$6.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-256- 2.9% |
$97K - $110K
|
8.56K
$3.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-259- 3.36% |
$98.1K - $111K
|
7.46K
$3.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-262- 15.96% |
$99.2K - $112K
|
1.38K
$579K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-266- 0.57% |
$101K - $114K
|
46.4K
$19.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-267- 0.16% |
$101K - $114K
|
172K
$72.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-272- 8.85% |
$103K - $116K
|
2.8K
$1.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-273- 4.98% |
$103K - $117K
|
5.21K
$2.18M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-274- 1.07% |
$104K - $117K
|
25.4K
$10.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-275- 17.35% |
$104K - $118K
|
1.31K
$550K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-277- 5.5% |
$105K - $119K
|
4.76K
$2M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-279- 0.65% |
$106K - $119K
|
42.6K
$17.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-283- 1.36% |
$107K - $121K
|
20.5K
$8.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-286- 2.14% |
$108K - $122K
|
13.1K
$5.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-288- 25.58% |
$109K - $123K
|
838
$352K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
SELL
|
- |
-288- 36.69% |
$109K - $123K
|
497
$209K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-291- 6.78% |
$110K - $125K
|
4K
$1.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-296- 8.42% |
$112K - $127K
|
3.22K
$1.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-296- 2.83% |
$112K - $127K
|
10.2K
$4.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-298- 2.88% |
$113K - $128K
|
10.1K
$4.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-308- 2.47% |
$117K - $132K
|
12.1K
$5.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-311- 35.34% |
$118K - $133K
|
569
$239K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-318- 18.69% |
$120K - $136K
|
1.38K
$580K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-318- 1.53% |
$120K - $136K
|
20.5K
$8.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-318- 32.12% |
$120K - $136K
|
672
$282K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-320- 1.07% |
$121K - $137K
|
29.6K
$12.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-325- 17.98% |
$123K - $139K
|
1.48K
$622K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-328- 1.57% |
$124K - $140K
|
20.5K
$8.62M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-330- 8.05% |
$125K - $141K
|
3.77K
$1.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-330- 2.42% |
$125K - $141K
|
13.3K
$5.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-334- 9.39% |
$127K - $143K
|
3.22K
$1.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-337- 3.25% |
$128K - $144K
|
10K
$4.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-342- 0.96% |
$130K - $146K
|
35.2K
$14.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-343- 2.38% |
$130K - $147K
|
14.1K
$5.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-351- 0.72% |
$133K - $150K
|
48.7K
$20.4M
|