Latest Institutional Transactions on Vanguard S&P 500 Growth ETF (VOOG)
This table provides information on the latest institutional transactions involving Vanguard S&P 500 Growth ETF (VOOG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
367New |
$75.8K - $84.6K
|
367
$132K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2New |
$413 - $461
|
2
$718
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
3New |
$620 - $691
|
3
$1.08K
|
|
Q4 2022 | |||||||
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-183- 46.1% |
$37.4K - $42K
|
214
$76.8K
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
53New |
$10.8K - $12.2K
|
53
$19K
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
4+ 50.0% |
$818 - $917
|
12
$4.31K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-4- 0.16% |
$818 - $917
|
2.42K
$870K
|
|
Feb 14, 2023
Q4 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
91.8KNew |
$18.8M - $21.1M
|
91.8K
$33M
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
250+ 13.16% |
$51.1K - $57.3K
|
2.15K
$772K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.86KNew |
$380K - $426K
|
1.86K
$667K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
372New |
$76.1K - $85.3K
|
372
$134K
|
|
Feb 14, 2023
Q4 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
29+ 1.82% |
$5.93K - $6.65K
|
1.62K
$582K
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.1KNew |
$838K - $940K
|
4.1K
$1.47M
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.6KNew |
$2.17M - $2.43M
|
10.6K
$3.81M
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-907- 87.13% |
$186K - $208K
|
134
$48.1K
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
41+ 23.56% |
$8.39K - $9.4K
|
215
$77.2K
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
BUY
|
- |
1.55KNew |
$316K - $354K
|
1.55K
$555K
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
7.62KNew |
$1.56M - $1.75M
|
7.62K
$2.74M
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
1.05KNew |
$215K - $241K
|
1.05K
$377K
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
35New |
$7.16K - $8.03K
|
35
$12.6K
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
3.08KNew |
$630K - $706K
|
3.08K
$1.11M
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-185- 98.93% |
$37.8K - $42.4K
|
2
$718
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.47% |
$205 - $229
|
216
$77.5K
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
200New |
$40.9K - $45.9K
|
200
$71.8K
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
1.06KNew |
$216K - $242K
|
1.06K
$379K
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-47- 4.59% |
$9.61K - $10.8K
|
976
$350K
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
1.03KNew |
$210K - $235K
|
1.03K
$368K
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
201New |
$41.1K - $46.1K
|
201
$72.2K
|
|
Jan 26, 2023
Q4 2022
|
Barnett & Company, Inc.
|
BUY
|
- |
1.46KNew |
$298K - $334K
|
1.46K
$522K
|
|
Jan 25, 2023
Q4 2022
|
Parker Investment Management, LLC
|
SELL
|
- |
-178- 12.17% |
$36.4K - $40.8K
|
1.29K
$461K
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-10- 0.59% |
$2.05K - $2.29K
|
1.68K
$601K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
206+ 1584.62% |
$42.1K - $47.2K
|
219
$78.6K
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
20.1KNew |
$4.11M - $4.61M
|
20.1K
$7.22M
|
|
Jan 19, 2023
Q4 2022
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.6KNew |
$327K - $367K
|
1.6K
$574K
|
|
Jan 18, 2023
Q4 2022
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-1.91K- 53.15% |
$390K - $437K
|
1.68K
$603K
|
|
Jan 18, 2023
Q4 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
2.63KNew |
$538K - $603K
|
2.63K
$945K
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
28New |
$5.73K - $6.42K
|
28
$10.1K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
180New |
$36.8K - $41.3K
|
180
$64.6K
|
|
Jan 12, 2023
Q4 2022
|
Schwab Charitable Fund
|
BUY
|
- |
1.52KNew |
$311K - $349K
|
1.52K
$546K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
136New |
$27.8K - $31.2K
|
136
$48.8K
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
SELL
|
- |
-9- 0.66% |
$1.84K - $2.06K
|
1.35K
$484K
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-183- 46.1% |
$37.4K - $42K
|
214
$76.8K
|
|
Q3 2022 | |||||||
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-128Closed |
$26.7K - $33K
|
0
$0
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-82- 14.67% |
$17.1K - $21.1K
|
477
$171K
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
112+ 29.63% |
$23.4K - $28.9K
|
490
$176K
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.84KNew |
$385K - $475K
|
1.84K
$662K
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
384K+ 152.78% |
$80.1M - $99M
|
636K
$228M
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
250+ 4.24% |
$52.1K - $64.4K
|
6.15K
$2.21M
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
171New |
$35.7K - $44.1K
|
171
$61.4K
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.28KNew |
$476K - $588K
|
2.28K
$819K
|