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 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
874New |
$331K - $374K
|
874
$366K
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
870+ 5.42% |
$330K - $372K
|
16.9K
$7.09M
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
860New |
$326K - $368K
|
860
$360K
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
832New |
$315K - $356K
|
832
$348K
|
|
Feb 07, 2025
Q4 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
825New |
$313K - $353K
|
825
$346K
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
824+ 2.65% |
$312K - $353K
|
31.9K
$13.3M
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
816+ 13.14% |
$309K - $349K
|
7.03K
$2.94M
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
813New |
$308K - $348K
|
813
$341K
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
811+ 11.41% |
$307K - $347K
|
7.92K
$3.32M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
807+ 5.47% |
$306K - $345K
|
15.6K
$6.52M
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
806New |
$305K - $345K
|
806
$338K
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
803+ 4.62% |
$304K - $344K
|
18.2K
$7.62M
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
801+ 11.14% |
$303K - $343K
|
7.99K
$3.35M
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
800+ 1.36% |
$303K - $342K
|
59.4K
$24.9M
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
798New |
$302K - $342K
|
798
$334K
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
792New |
$300K - $339K
|
792
$332K
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
780+ 0.74% |
$295K - $334K
|
106K
$44.6M
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
778New |
$295K - $333K
|
778
$326K
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
761+ 2.12% |
$288K - $326K
|
36.6K
$15.3M
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
755+ 13.66% |
$286K - $323K
|
6.28K
$2.63M
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
740+ 0.24% |
$280K - $317K
|
315K
$132M
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
740New |
$280K - $317K
|
740
$310K
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
738+ 40.39% |
$280K - $316K
|
2.57K
$1.07M
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
737New |
$279K - $316K
|
737
$309K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
735+ 7.25% |
$278K - $315K
|
10.9K
$4.55M
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
735+ 5.11% |
$278K - $315K
|
15.1K
$6.33M
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
720+ 3.08% |
$273K - $308K
|
24.1K
$10.1M
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
718New |
$272K - $307K
|
718
$301K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
717+ 60.66% |
$272K - $307K
|
1.9K
$795K
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
714+ 1.98% |
$270K - $306K
|
36.8K
$15.4M
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
713New |
$270K - $305K
|
713
$299K
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
710+ 22.28% |
$269K - $304K
|
3.9K
$1.63M
|
|
Jan 16, 2025
Q4 2024
|
Ami Asset Management Corp
|
BUY
|
- |
699New |
$265K - $299K
|
699
$293K
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
698+ 4.2% |
$264K - $299K
|
17.3K
$7.25M
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
696+ 1.06% |
$264K - $298K
|
66.6K
$27.9M
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
696New |
$264K - $298K
|
696
$291K
|
|
Jan 08, 2025
Q4 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
695+ 4.66% |
$263K - $298K
|
15.6K
$6.54M
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
695+ 0.28% |
$263K - $298K
|
251K
$105M
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
693New |
$263K - $297K
|
693
$290K
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
693New |
$263K - $297K
|
693
$290K
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
690New |
$261K - $295K
|
690
$289K
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
683New |
$259K - $292K
|
683
$286K
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
681New |
$258K - $292K
|
681
$285K
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
680New |
$258K - $291K
|
680
$285K
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
679New |
$257K - $291K
|
679
$284K
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
677+ 6.2% |
$256K - $290K
|
11.6K
$4.86M
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
672New |
$255K - $288K
|
672
$281K
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
663New |
$251K - $284K
|
663
$278K
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
658+ 7.52% |
$249K - $282K
|
9.41K
$3.94M
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
654New |
$248K - $280K
|
654
$274K
|