Latest Institutional Transactions on Vanguard Growth ETF (VUG)
This table provides information on the latest institutional transactions involving Vanguard Growth ETF (VUG) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-60- 2.68% |
$22.7K - $25.7K
|
2.18K
$829K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-6- 0.85% |
$2.27K - $2.57K
|
696
$265K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.33K+ 2.41% |
$505K - $570K
|
56.6K
$21.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
148+ 9.93% |
$56.1K - $63.4K
|
1.64K
$623K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
15.1K+ 1.79% |
$5.7M - $6.45M
|
857K
$326M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.52K+ 8.83% |
$953K - $1.08M
|
31K
$11.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-112- 0.84% |
$42.4K - $47.9K
|
13.3K
$5.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
24+ 5.35% |
$9.09K - $10.3K
|
473
$180K
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
294+ 1.98% |
$111K - $126K
|
15.2K
$5.77M
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
740New |
$280K - $317K
|
740
$281K
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
SELL
|
- |
-87- 13.2% |
$33K - $37.2K
|
572
$218K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-68- 21.66% |
$25.8K - $29.1K
|
246
$93.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
401K+ 217.11% |
$152M - $171M
|
585K
$223M
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-25- 0.94% |
$9.47K - $10.7K
|
2.64K
$1.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-13- 0.2% |
$4.92K - $5.57K
|
6.51K
$2.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
176+ 13.48% |
$66.7K - $75.3K
|
1.48K
$564K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
118+ 2.38% |
$44.7K - $50.5K
|
5.07K
$1.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-5.58K- 30.44% |
$2.11M - $2.39M
|
12.7K
$4.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
416+ 13.0% |
$158K - $178K
|
3.62K
$1.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-3- 0.27% |
$1.14K - $1.28K
|
1.11K
$421K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
4.5K+ 8.78% |
$1.7M - $1.93M
|
55.7K
$21.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1+ 0.1% |
$379 - $428
|
977
$372K
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-210- 1.52% |
$79.5K - $89.9K
|
13.6K
$5.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-44- 3.48% |
$16.7K - $18.8K
|
1.22K
$465K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
33+ 0.12% |
$12.5K - $14.1K
|
26.6K
$10.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-75- 2.23% |
$28.4K - $32.1K
|
3.29K
$1.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
494New |
$187K - $211K
|
494
$188K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
476+ 41.79% |
$180K - $204K
|
1.62K
$614K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.52K+ 7.2% |
$1.71M - $1.93M
|
67.3K
$25.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-115K- 15.48% |
$43.6M - $49.3M
|
629K
$239M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-17.5K- 4.96% |
$6.63M - $7.49M
|
335K
$127M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
1.11KNew |
$419K - $474K
|
1.11K
$421K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-16K- 24.23% |
$6.07M - $6.86M
|
50.1K
$19.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
106+ 14.21% |
$40.2K - $45.4K
|
852
$324K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
6.2K+ 152.82% |
$2.35M - $2.65M
|
10.3K
$3.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.1K+ 8.59% |
$418K - $472K
|
13.9K
$5.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
40.9K+ 44.76% |
$15.5M - $17.5M
|
132K
$50.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
1+ 0.02% |
$379 - $428
|
5.87K
$2.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Rs Crum Inc.
|
SELL
|
- |
-345- 5.49% |
$131K - $148K
|
5.94K
$2.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
25.2K+ 182.66% |
$9.56M - $10.8M
|
39K
$14.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
2+ 0.11% |
$758 - $856
|
1.84K
$701K
|
|
|
Feb 10, 2025
Q4 2024
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
601New |
$228K - $257K
|
601
$229K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-691- 3.1% |
$262K - $296K
|
21.6K
$8.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-598- 3.26% |
$227K - $256K
|
17.7K
$6.74M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
15+ 2.77% |
$5.68K - $6.42K
|
557
$212K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-129- 1.38% |
$48.9K - $55.2K
|
9.23K
$3.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
117+ 1.82% |
$44.3K - $50.1K
|
6.54K
$2.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
14.2K+ 20.49% |
$5.37M - $6.07M
|
83.4K
$31.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
47New |
$17.8K - $20.1K
|
47
$17.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
39.6KNew |
$15M - $17M
|
39.6K
$15.1M
|