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 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-210- 1.9% |
$79.5K - $89.9K
|
10.8K
$4.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-210- 1.52% |
$79.5K - $89.9K
|
13.6K
$5.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-211- 5.42% |
$79.9K - $90.3K
|
3.68K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-213- 3.2% |
$80.7K - $91.2K
|
6.45K
$2.67M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-216- 33.59% |
$81.8K - $92.5K
|
427
$177K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-222- 5.84% |
$84.1K - $95K
|
3.58K
$1.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-223- 9.3% |
$84.5K - $95.5K
|
2.17K
$899K
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-224- 31.24% |
$84.8K - $95.9K
|
493
$204K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-225- 1.76% |
$85.2K - $96.3K
|
12.6K
$5.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-226- 0.29% |
$85.6K - $96.8K
|
77.9K
$32.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-226- 35.2% |
$85.6K - $96.8K
|
416
$172K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-228- 0.37% |
$86.4K - $97.6K
|
60.7K
$25.1M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-228- 2.65% |
$86.4K - $97.6K
|
8.38K
$3.47M
|
|
|
Feb 19, 2025
Q4 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-239- 4.65% |
$90.5K - $102K
|
4.9K
$2.03M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-240- 1.01% |
$90.9K - $103K
|
23.4K
$9.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-242- 12.15% |
$91.7K - $104K
|
1.75K
$723K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-242- 4.25% |
$91.7K - $104K
|
5.45K
$2.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-242- 5.93% |
$91.7K - $104K
|
3.84K
$1.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-242- 32.7% |
$91.7K - $104K
|
498
$206K
|
|
|
Feb 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-244- 3.95% |
$92.4K - $104K
|
5.93K
$2.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-245- 2.36% |
$92.8K - $105K
|
10.2K
$4.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-246- 0.85% |
$93.2K - $105K
|
28.8K
$11.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-246- 3.76% |
$93.2K - $105K
|
6.3K
$2.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-250- 2.98% |
$94.7K - $107K
|
8.15K
$3.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-250- 2.43% |
$94.7K - $107K
|
10.1K
$4.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-250- 30.53% |
$94.7K - $107K
|
569
$235K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-250- 16.4% |
$94.7K - $107K
|
1.27K
$527K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-251- 9.72% |
$95.1K - $107K
|
2.33K
$964K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-254- 5.98% |
$96.2K - $109K
|
3.99K
$1.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-255- 0.4% |
$96.6K - $109K
|
64K
$26.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-255- 1.57% |
$96.6K - $109K
|
15.9K
$6.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-256- 2.9% |
$97K - $110K
|
8.56K
$3.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-256- 2.52% |
$97K - $110K
|
9.89K
$4.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-259- 3.36% |
$98.1K - $111K
|
7.46K
$3.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-260- 9.3% |
$98.5K - $111K
|
2.54K
$1.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-261- 4.27% |
$98.9K - $112K
|
5.86K
$2.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-262- 15.96% |
$99.2K - $112K
|
1.38K
$571K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-262Closed |
$99.2K - $112K
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-266- 0.57% |
$101K - $114K
|
46.4K
$19.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-266- 1.94% |
$101K - $114K
|
13.4K
$5.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-267- 0.16% |
$101K - $114K
|
172K
$71M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-272- 8.85% |
$103K - $116K
|
2.8K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-273- 4.98% |
$103K - $117K
|
5.21K
$2.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-273- 1.57% |
$103K - $117K
|
17.2K
$7.1M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-274- 1.07% |
$104K - $117K
|
25.4K
$10.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-274- 10.02% |
$104K - $117K
|
2.46K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-275- 17.35% |
$104K - $118K
|
1.31K
$542K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-277- 5.5% |
$105K - $119K
|
4.76K
$1.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-279- 0.65% |
$106K - $119K
|
42.6K
$17.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-283- 1.36% |
$107K - $121K
|
20.5K
$8.47M
|