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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
BUY
|
- |
13New |
$3.08K - $3.54K
|
13
$5.15K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
763New |
$181K - $208K
|
763
$302K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
1+ 2.08% |
$237 - $272
|
49
$19.4K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-49- 62.82% |
$12.1K - $12.8K
|
29
$11.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.44KNew |
$353K - $376K
|
1.44K
$568K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
262New |
$64.5K - $68.6K
|
262
$104K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
5New |
$1.23K - $1.31K
|
5
$1.98K
|
|
|
Nov 09, 2023
Q3 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
51New |
$12.6K - $13.4K
|
51
$20.2K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
762+ 3.93% |
$188K - $200K
|
20.1K
$7.97M
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
53+ 883.33% |
$13.1K - $13.9K
|
59
$23.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
298+ 3.94% |
$73.4K - $78K
|
7.85K
$3.11M
|
|
|
Oct 26, 2023
Q3 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
3.79KNew |
$932K - $991K
|
3.79K
$1.5M
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-190- 48.72% |
$46.8K - $49.8K
|
200
$79.2K
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
175New |
$43.1K - $45.8K
|
175
$69.3K
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1+ 3.03% |
$246 - $262
|
34
$13.5K
|
|
|
Oct 11, 2023
Q3 2023
|
626 Financial, LLC
|
SELL
|
- |
-85- 7.14% |
$20.9K - $22.3K
|
1.11K
$438K
|
|
|
Oct 10, 2023
Q3 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
875New |
$215K - $229K
|
875
$346K
|
|
| Q2 2023 | |||||||
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
13New |
$2.96K - $3.3K
|
13
$5.15K
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-900Closed |
$205K - $229K
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.35K- 46.4% |
$308K - $344K
|
1.56K
$619K
|
|
|
Sep 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.24K- 50.0% |
$283K - $316K
|
1.24K
$492K
|
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-961- 62.16% |
$219K - $244K
|
585
$232K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
111New |
$25.3K - $28.2K
|
111
$43.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.1KNew |
$250K - $278K
|
1.1K
$434K
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.36KNew |
$309K - $344K
|
1.36K
$536K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-50- 44.64% |
$11.4K - $12.7K
|
62
$24.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-482- 26.27% |
$110K - $122K
|
1.35K
$536K
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
48New |
$10.9K - $12.2K
|
48
$19K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
816New |
$186K - $207K
|
816
$323K
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
3K+ 319.83% |
$684K - $762K
|
3.94K
$1.56M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-50- 38.17% |
$11.4K - $12.7K
|
81
$32.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-90- 2.88% |
$20.5K - $22.9K
|
3.03K
$1.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-15- 1.45% |
$3.42K - $3.81K
|
1.02K
$405K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
10New |
$2.28K - $2.54K
|
10
$3.96K
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-950- 43.78% |
$196K - $219K
|
1.22K
$483K
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
895New |
$185K - $206K
|
895
$354K
|
|
|
May 12, 2023
Q1 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
1.37KNew |
$284K - $316K
|
1.37K
$543K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-175- 18.88% |
$36.1K - $40.3K
|
752
$298K
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-5.49K- 81.47% |
$1.13M - $1.27M
|
1.25K
$494K
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
3+ 37.5% |
$620 - $691
|
11
$4.35K
|
|
|
May 09, 2023
Q1 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
918New |
$190K - $212K
|
918
$363K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
20+ 20.0% |
$4.13K - $4.61K
|
120
$47.5K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-60- 88.24% |
$12.4K - $13.8K
|
8
$3.17K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
318New |
$65.7K - $73.3K
|
318
$126K
|
|
|
Apr 19, 2023
Q1 2023
|
Hoertkorn Richard Charles
|
BUY
|
- |
534New |
$110K - $123K
|
534
$211K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
367New |
$75.8K - $84.6K
|
367
$145K
|
|
| Q4 2022 | |||||||
|
Dec 12, 2024
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
200New |
$40.9K - $45.9K
|
200
$79.2K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-183- 46.1% |
$37.4K - $42K
|
214
$84.7K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
53New |
$10.8K - $12.2K
|
53
$21K
|
|
|
Feb 14, 2023
Q4 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
91.8KNew |
$18.8M - $21.1M
|
91.8K
$36.3M
|
|