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 |
---|---|---|---|---|---|---|---|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.23K+ 36.77% |
$760K - $873K
|
8.28K
$3.34M
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.91K+ 178.11% |
$991K - $1.14M
|
4.54K
$1.83M
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
650New |
$222K - $255K
|
650
$262K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.51K- 2.7% |
$515K - $592K
|
54.4K
$21.9M
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
512+ 21.25% |
$175K - $201K
|
2.92K
$1.18M
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
278+ 28.19% |
$94.8K - $109K
|
1.26K
$510K
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
98+ 17.56% |
$33.4K - $38.4K
|
656
$265K
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
104+ 14.15% |
$35.5K - $40.8K
|
839
$339K
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
137+ 548.0% |
$46.7K - $53.7K
|
162
$65.4K
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-117- 1.96% |
$39.9K - $45.9K
|
5.87K
$2.37M
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
820+ 3.35% |
$280K - $321K
|
25.3K
$10.2M
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-2.47K- 9.55% |
$842K - $967K
|
23.4K
$9.43M
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
773+ 123.29% |
$264K - $303K
|
1.4K
$565K
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
3.96K+ 13.14% |
$1.35M - $1.55M
|
34.1K
$13.8M
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-7.78K- 24.8% |
$2.65M - $3.05M
|
23.6K
$9.51M
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
3.46K+ 3.89% |
$1.18M - $1.35M
|
92.4K
$37.3M
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-20- 3.25% |
$6.82K - $7.84K
|
595
$240K
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.44K- 16.72% |
$491K - $564K
|
7.17K
$2.89M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.11K+ 0.76% |
$379K - $436K
|
147K
$59.2M
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
479+ 54.06% |
$163K - $188K
|
1.37K
$551K
|
|
Oct 30, 2024
Q3 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
10+ 0.83% |
$3.41K - $3.92K
|
1.22K
$491K
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-3.06K- 5.26% |
$1.04M - $1.2M
|
55K
$22.2M
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-11.9K- 28.9% |
$4.04M - $4.65M
|
29.2K
$11.8M
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
72+ 10.68% |
$24.6K - $28.2K
|
746
$301K
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
672+ 7.6% |
$229K - $263K
|
9.51K
$3.84M
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
SELL
|
- |
-380- 20.55% |
$130K - $149K
|
1.47K
$593K
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
162+ 2.56% |
$55.3K - $63.5K
|
6.5K
$2.62M
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
3.55K+ 95.32% |
$1.21M - $1.39M
|
7.27K
$2.93M
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
18K+ 31.98% |
$6.14M - $7.05M
|
74.3K
$30M
|
|
Oct 30, 2024
Q3 2024
|
Oak Root LLC
Santa Barbara, CA |
SELL
|
- |
-83- 0.25% |
$28.3K - $32.5K
|
33K
$13.3M
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-27- 1.85% |
$9.21K - $10.6K
|
1.43K
$577K
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-145- 0.06% |
$49.5K - $56.8K
|
235K
$94.9M
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-126- 3.46% |
$43K - $49.4K
|
3.52K
$1.42M
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-66- 0.68% |
$22.5K - $25.9K
|
9.61K
$3.88M
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.01K+ 11.07% |
$344K - $395K
|
10.1K
$4.08M
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1+ 0.18% |
$341 - $392
|
568
$229K
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-478- 1.0% |
$163K - $187K
|
47.1K
$19M
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
4.71K+ 1.23% |
$1.61M - $1.85M
|
388K
$157M
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
2+ 0.24% |
$682 - $784
|
839
$339K
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-87- 2.75% |
$29.7K - $34.1K
|
3.08K
$1.24M
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-33- 1.38% |
$11.3K - $12.9K
|
2.37K
$955K
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-5- 0.05% |
$1.71K - $1.96K
|
10.9K
$4.41M
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
1.43K+ 1.93% |
$487K - $560K
|
75.5K
$30.5M
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
13.1K+ 0.76% |
$4.48M - $5.15M
|
1.73M
$699M
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
36+ 1.98% |
$12.3K - $14.1K
|
1.85K
$748K
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
41+ 3.98% |
$14K - $16.1K
|
1.07K
$433K
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
5+ 0.79% |
$1.71K - $1.96K
|
641
$259K
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-356- 0.93% |
$121K - $140K
|
37.8K
$15.2M
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
20+ 0.79% |
$6.82K - $7.84K
|
2.55K
$1.03M
|
|
Oct 30, 2024
Q3 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
16+ 1.48% |
$5.46K - $6.27K
|
1.1K
$442K
|