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 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
1.45KNew |
$550K - $621K
|
1.45K
$609K
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.43K+ 3.95% |
$542K - $612K
|
37.6K
$15.8M
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1.43K+ 15.73% |
$541K - $611K
|
10.5K
$4.4M
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1.42K+ 1.71% |
$538K - $608K
|
84.6K
$35.5M
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.42KNew |
$537K - $607K
|
1.42K
$595K
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.4KNew |
$530K - $598K
|
1.4K
$587K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.4K+ 2.06% |
$529K - $598K
|
69.4K
$29.1M
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
1.39K+ 3.77% |
$525K - $593K
|
38.1K
$16M
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
1.38KNew |
$522K - $590K
|
1.38K
$578K
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.37KNew |
$518K - $585K
|
1.37K
$574K
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.37K+ 36.81% |
$517K - $585K
|
5.08K
$2.13M
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.36KNew |
$515K - $582K
|
1.36K
$570K
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.34K+ 11.68% |
$506K - $572K
|
12.8K
$5.36M
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
1.33K+ 11.58% |
$503K - $569K
|
12.8K
$5.37M
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
1.33K+ 1.89% |
$503K - $569K
|
71.8K
$30.1M
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
1.31K+ 10.79% |
$495K - $560K
|
13.4K
$5.63M
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
1.29KNew |
$488K - $552K
|
1.29K
$541K
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.29K+ 211.31% |
$488K - $552K
|
1.9K
$797K
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
1.29KNew |
$487K - $550K
|
1.29K
$539K
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.28K+ 116.53% |
$486K - $549K
|
2.38K
$1M
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.28K+ 2.63% |
$484K - $547K
|
49.9K
$21M
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.28K+ 23.45% |
$484K - $547K
|
6.73K
$2.82M
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
1.28K+ 1.9% |
$484K - $547K
|
68.5K
$28.7M
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.27K+ 54.45% |
$480K - $542K
|
3.59K
$1.51M
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.27K+ 30.48% |
$480K - $542K
|
5.42K
$2.27M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.25K+ 4.67% |
$474K - $536K
|
28.1K
$11.8M
|
|
Jan 29, 2025
Q4 2024
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
1.24K+ 1.29% |
$469K - $530K
|
97.6K
$41M
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1.23K+ 0.77% |
$466K - $527K
|
161K
$67.7M
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
1.22K+ 8.21% |
$464K - $524K
|
16.1K
$6.77M
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
1.22K+ 8.01% |
$463K - $524K
|
16.5K
$6.92M
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
1.22K+ 12.71% |
$462K - $522K
|
10.8K
$4.53M
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.21K+ 7.56% |
$458K - $518K
|
17.2K
$7.22M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.2K+ 31.55% |
$456K - $515K
|
5.02K
$2.11M
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
1.19K+ 3.32% |
$452K - $511K
|
37.1K
$15.6M
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.19KNew |
$450K - $509K
|
1.19K
$499K
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1.18K+ 7.89% |
$446K - $504K
|
16.1K
$6.76M
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
1.17K+ 2.37% |
$442K - $500K
|
50.4K
$21.1M
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.16K+ 11.55% |
$439K - $496K
|
11.2K
$4.7M
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
1.15K+ 17.69% |
$437K - $494K
|
7.67K
$3.22M
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
1.15K+ 2.63% |
$434K - $491K
|
44.8K
$18.8M
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
1.13KNew |
$430K - $485K
|
1.13K
$476K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.11K+ 39.42% |
$420K - $475K
|
3.92K
$1.65M
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.11KNew |
$419K - $474K
|
1.11K
$464K
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.11K+ 2.98% |
$419K - $473K
|
38.2K
$16M
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
1.1K+ 3.24% |
$418K - $473K
|
35.2K
$14.8M
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.1K+ 5.1% |
$417K - $472K
|
22.7K
$9.52M
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.08KNew |
$408K - $461K
|
1.08K
$452K
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1.08K+ 2.81% |
$407K - $460K
|
39.3K
$16.5M
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1.06KNew |
$403K - $456K
|
1.06K
$446K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.05K+ 1.93% |
$399K - $451K
|
55.5K
$23.3M
|