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 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-82- 6.26% |
$30.3K - $35.1K
|
1.23K
$549K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
67.3K+ 6.39% |
$24.8M - $28.8M
|
1.12M
$501M
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-199- 17.75% |
$73.5K - $85.1K
|
922
$412K
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
4K+ 3.32% |
$1.48M - $1.71M
|
125K
$55.7M
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
822+ 9.41% |
$303K - $351K
|
9.55K
$4.27M
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.05K+ 40.11% |
$389K - $450K
|
3.68K
$1.65M
|
|
May 06, 2025
Q1 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
7+ 1.24% |
$2.58K - $2.99K
|
572
$256K
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
143+ 26.24% |
$52.8K - $61.1K
|
688
$308K
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-150- 15.15% |
$55.4K - $64.1K
|
840
$376K
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
136+ 1.52% |
$50.2K - $58.2K
|
9.08K
$4.06M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.29K- 2.92% |
$1.95M - $2.26M
|
176K
$78.7M
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
52+ 19.33% |
$19.2K - $22.2K
|
321
$144K
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
59.1KNew |
$21.8M - $25.3M
|
59.1K
$26.4M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
10.2K+ 2.0% |
$3.78M - $4.38M
|
522K
$234M
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
134+ 1.69% |
$49.5K - $57.3K
|
8.05K
$3.6M
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
10.7KNew |
$3.94M - $4.57M
|
10.7K
$4.78M
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
57+ 10.23% |
$21K - $24.4K
|
614
$275K
|
|
May 05, 2025
Q1 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-126- 2.21% |
$46.5K - $53.9K
|
5.58K
$2.49M
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-194- 8.92% |
$71.6K - $83K
|
1.98K
$886K
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
63+ 0.21% |
$23.3K - $26.9K
|
29.7K
$13.3M
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
1.02KNew |
$376K - $436K
|
1.02K
$456K
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
129+ 0.14% |
$47.6K - $55.2K
|
93.2K
$41.7M
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-256- 5.1% |
$94.5K - $109K
|
4.76K
$2.13M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
14.7K+ 3.48% |
$5.41M - $6.27M
|
435K
$195M
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-811- 3.35% |
$299K - $347K
|
23.4K
$10.5M
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-240- 1.28% |
$88.6K - $103K
|
18.5K
$8.28M
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-15- 0.81% |
$5.54K - $6.41K
|
1.85K
$825K
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-479- 12.78% |
$177K - $205K
|
3.27K
$1.46M
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
65+ 6.1% |
$24K - $27.8K
|
1.13K
$506K
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.34K- 6.96% |
$493K - $571K
|
17.8K
$7.98M
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
290New |
$107K - $124K
|
290
$130K
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
4.65K+ 13.18% |
$1.72M - $1.99M
|
39.9K
$17.9M
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-388K- 22.85% |
$143M - $166M
|
1.31M
$585M
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-78- 4.93% |
$28.8K - $33.4K
|
1.5K
$672K
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-1.17K- 49.96% |
$433K - $502K
|
1.18K
$526K
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.71K+ 5.08% |
$632K - $732K
|
35.4K
$15.9M
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
195+ 34.09% |
$72K - $83.4K
|
767
$343K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.01K+ 1.93% |
$1.11M - $1.29M
|
159K
$70.9M
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-83- 12.91% |
$30.6K - $35.5K
|
560
$250K
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
9+ 0.66% |
$3.32K - $3.85K
|
1.37K
$611K
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
123+ 1.65% |
$45.4K - $52.6K
|
7.56K
$3.38M
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
26+ 0.5% |
$9.6K - $11.1K
|
5.22K
$2.33M
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-29- 3.43% |
$10.7K - $12.4K
|
817
$365K
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
8.29K+ 159.01% |
$3.06M - $3.55M
|
13.5K
$6.04M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-17.8K- 25.73% |
$6.59M - $7.63M
|
51.5K
$23M
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-62- 2.57% |
$22.9K - $26.5K
|
2.35K
$1.05M
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.05K+ 13.43% |
$1.12M - $1.3M
|
25.7K
$11.5M
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
204+ 3.74% |
$75.3K - $87.2K
|
5.65K
$2.53M
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
156+ 7.53% |
$57.6K - $66.7K
|
2.23K
$997K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
43.2K+ 36.79% |
$16M - $18.5M
|
161K
$71.9M
|