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 |
---|---|---|---|---|---|---|---|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
504+ 37.95% |
$186K - $216K
|
1.83K
$800K
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
BUY
|
- |
6.96K+ 18.76% |
$2.57M - $2.97M
|
44K
$19.2M
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-768- 11.35% |
$283K - $328K
|
6K
$2.62M
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.81KNew |
$1.04M - $1.2M
|
2.81K
$1.23M
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
12+ 1.11% |
$4.43K - $5.13K
|
1.09K
$475K
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-489- 42.19% |
$180K - $209K
|
670
$292K
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-46- 97.87% |
$17K - $19.7K
|
1
$437
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
7.75K+ 19.55% |
$2.86M - $3.31M
|
47.4K
$20.7M
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-426- 1.43% |
$157K - $182K
|
29.3K
$12.8M
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-7K- 1.2% |
$2.58M - $2.99M
|
578K
$252M
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
840+ 86.33% |
$310K - $359K
|
1.81K
$791K
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
3.95K+ 7.33% |
$1.46M - $1.69M
|
57.8K
$25.2M
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
321+ 5.58% |
$118K - $137K
|
6.08K
$2.65M
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-92- 4.22% |
$34K - $39.3K
|
2.09K
$911K
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
22+ 1.12% |
$8.12K - $9.41K
|
1.99K
$870K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
373+ 3.06% |
$138K - $159K
|
12.6K
$5.48M
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.69K+ 70.72% |
$2.84M - $3.29M
|
18.6K
$8.1M
|
|
May 08, 2025
Q1 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
244+ 16.18% |
$90.1K - $104K
|
1.75K
$765K
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.34K+ 1.93% |
$493K - $571K
|
70.6K
$30.8M
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.57K+ 3.41% |
$948K - $1.1M
|
77.9K
$34M
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-684- 1.82% |
$252K - $292K
|
37K
$16.1M
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-713- 0.23% |
$263K - $305K
|
314K
$137M
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
876+ 17.43% |
$323K - $375K
|
5.9K
$2.58M
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
9+ 0.14% |
$3.32K - $3.85K
|
6.3K
$2.75M
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
15+ 0.25% |
$5.54K - $6.41K
|
5.93K
$2.59M
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
316+ 4.61% |
$117K - $135K
|
7.17K
$3.13M
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
37.7K+ 7.54% |
$13.9M - $16.1M
|
537K
$235M
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
SELL
|
- |
-609- 14.7% |
$225K - $260K
|
3.53K
$1.54M
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.32K+ 28.6% |
$855K - $991K
|
10.4K
$4.55M
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
6+ 600.0% |
$2.21K - $2.57K
|
7
$3.06K
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
3+ 0.09% |
$1.11K - $1.28K
|
3.29K
$1.44M
|
|
May 08, 2025
Q1 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
59+ 6.06% |
$21.8K - $25.2K
|
1.03K
$451K
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-35.8K- 98.46% |
$13.2M - $15.3M
|
559
$244K
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
120+ 18.1% |
$44.3K - $51.3K
|
783
$342K
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-126- 4.49% |
$46.5K - $53.9K
|
2.68K
$1.17M
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
3.66K+ 14.49% |
$1.35M - $1.56M
|
28.9K
$12.6M
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3.54K- 13.19% |
$1.31M - $1.51M
|
23.3K
$10.2M
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
5.41K+ 5.18% |
$2M - $2.31M
|
110K
$47.9M
|
|
May 08, 2025
Q1 2025
|
Williamson Legacy Group, LLC
Carmel, IN |
SELL
|
- |
-106- 13.84% |
$39.1K - $45.3K
|
660
$288K
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
11.6KNew |
$4.3M - $4.98M
|
11.6K
$5.08M
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
35.9K+ 3.14% |
$13.2M - $15.3M
|
1.18M
$515M
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-6- 0.21% |
$2.21K - $2.57K
|
2.79K
$1.22M
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-2- 0.16% |
$738 - $855
|
1.24K
$542K
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-150- 0.81% |
$55.4K - $64.1K
|
18.3K
$8.01M
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-853- 8.28% |
$315K - $365K
|
9.45K
$4.13M
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.38K+ 3.01% |
$878K - $1.02M
|
81.5K
$35.6M
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
2.85KNew |
$1.05M - $1.22M
|
2.85K
$1.24M
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-11- 0.99% |
$4.06K - $4.7K
|
1.1K
$478K
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
617+ 10.47% |
$228K - $264K
|
6.51K
$2.84M
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-264- 7.98% |
$97.4K - $113K
|
3.04K
$1.33M
|