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 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-2.17K- 20.51% |
$740K - $851K
|
8.41K
$3.4M
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-17- 0.45% |
$5.8K - $6.66K
|
3.8K
$1.53M
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
609+ 10.38% |
$208K - $239K
|
6.47K
$2.62M
|
|
Oct 17, 2024
Q3 2024
|
Vantagepoint Investment Advisers LLC
|
SELL
|
- |
-28.8K- 30.07% |
$9.82M - $11.3M
|
67K
$27.1M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.02K+ 12.04% |
$348K - $400K
|
9.5K
$3.84M
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
BUY
|
- |
532New |
$181K - $209K
|
532
$215K
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
2.42KNew |
$826K - $949K
|
2.42K
$978K
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
182+ 2.21% |
$62.1K - $71.3K
|
8.4K
$3.39M
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.87KNew |
$637K - $732K
|
1.87K
$754K
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-481- 0.94% |
$164K - $189K
|
50.7K
$20.5M
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-20- 1.03% |
$6.82K - $7.84K
|
1.92K
$777K
|
|
Oct 17, 2024
Q3 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-26- 2.14% |
$8.87K - $10.2K
|
1.19K
$481K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
16.2K+ 23.61% |
$5.53M - $6.36M
|
84.9K
$34.3M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-250- 0.65% |
$85.3K - $98K
|
38.3K
$15.5M
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
9.22K+ 15.27% |
$3.14M - $3.61M
|
69.6K
$28.1M
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-181- 7.62% |
$61.7K - $70.9K
|
2.19K
$886K
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-190- 3.78% |
$64.8K - $74.5K
|
4.83K
$1.95M
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
538+ 2.5% |
$184K - $211K
|
22.1K
$8.91M
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
292+ 2.08% |
$99.6K - $114K
|
14.3K
$5.79M
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-32- 5.75% |
$10.9K - $12.5K
|
525
$212K
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
521New |
$178K - $204K
|
521
$210K
|
|
Oct 17, 2024
Q3 2024
|
Fusion Family Wealth LLC
|
SELL
|
- |
-5- 0.12% |
$1.71K - $1.96K
|
4.19K
$1.69M
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-57- 0.63% |
$19.4K - $22.3K
|
8.93K
$3.61M
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
4.12K+ 92.35% |
$1.4M - $1.61M
|
8.58K
$3.47M
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
265+ 9.34% |
$90.4K - $104K
|
3.1K
$1.25M
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-159- 4.45% |
$54.2K - $62.3K
|
3.41K
$1.38M
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
533+ 3.7% |
$182K - $209K
|
14.9K
$6.03M
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
109+ 4.15% |
$37.2K - $42.7K
|
2.74K
$1.11M
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
27+ 1.32% |
$9.21K - $10.6K
|
2.07K
$836K
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-80- 52.98% |
$27.3K - $31.4K
|
71
$28.7K
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-55- 1.46% |
$18.8K - $21.6K
|
3.73K
$1.51M
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-4- 0.51% |
$1.36K - $1.57K
|
775
$313K
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-299- 17.38% |
$102K - $117K
|
1.42K
$574K
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-163- 3.49% |
$55.6K - $63.9K
|
4.51K
$1.82M
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
1+ 0.15% |
$341 - $392
|
665
$269K
|
|
Oct 16, 2024
Q3 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-423- 1.12% |
$144K - $166K
|
37.5K
$15.1M
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-58- 1.53% |
$19.8K - $22.7K
|
3.73K
$1.51M
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 0.64% |
$1.02K - $1.18K
|
470
$190K
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-8- 0.39% |
$2.73K - $3.14K
|
2.04K
$823K
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
358+ 16.36% |
$122K - $140K
|
2.55K
$1.03M
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
9+ 1.09% |
$3.07K - $3.53K
|
833
$337K
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
162+ 4.78% |
$55.3K - $63.5K
|
3.55K
$1.43M
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
385+ 0.72% |
$131K - $151K
|
54.2K
$21.9M
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-193- 1.48% |
$65.8K - $75.6K
|
12.9K
$5.21M
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-337- 19.88% |
$115K - $132K
|
1.36K
$549K
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
71+ 1.72% |
$24.2K - $27.8K
|
4.21K
$1.7M
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
533+ 3.62% |
$182K - $209K
|
15.3K
$6.17M
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
SELL
|
- |
-4.33K- 76.19% |
$1.48M - $1.7M
|
1.35K
$547K
|
|
Oct 16, 2024
Q3 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.49K+ 1.91% |
$509K - $584K
|
79.7K
$32.2M
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-537- 4.91% |
$183K - $210K
|
10.4K
$4.2M
|