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 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-305- 2.2% |
$104K - $120K
|
13.6K
$5.48M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-3.05K- 42.32% |
$1.04M - $1.19M
|
4.15K
$1.68M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
525+ 85.92% |
$179K - $206K
|
1.14K
$459K
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-36- 1.65% |
$12.3K - $14.1K
|
2.15K
$869K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-92- 3.01% |
$31.4K - $36.1K
|
2.97K
$1.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
3.83K+ 29.32% |
$1.31M - $1.5M
|
16.9K
$6.82M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-260- 4.2% |
$88.7K - $102K
|
5.93K
$2.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
764+ 3.15% |
$261K - $299K
|
25K
$10.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
60.2KNew |
$20.5M - $23.6M
|
60.2K
$24.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
635+ 116.09% |
$217K - $249K
|
1.18K
$478K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-667- 25.72% |
$228K - $261K
|
1.93K
$778K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
13.9K+ 1.1% |
$4.73M - $5.43M
|
1.28M
$517M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-426- 19.55% |
$145K - $167K
|
1.75K
$708K
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
3.91K+ 2.84% |
$1.33M - $1.53M
|
141K
$57.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2+ 0.05% |
$682 - $784
|
3.79K
$1.53M
|
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.91K+ 38.39% |
$650K - $747K
|
6.87K
$2.77M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.62K+ 4.57% |
$554K - $637K
|
37.1K
$15M
|
|
|
Oct 10, 2024
Q3 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-27- 4.19% |
$9.21K - $10.6K
|
618
$250K
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-4- 0.23% |
$1.36K - $1.57K
|
1.73K
$699K
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
221+ 2.25% |
$75.4K - $86.6K
|
10.1K
$4.06M
|
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
103+ 3.38% |
$35.1K - $40.4K
|
3.15K
$1.27M
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
70+ 0.8% |
$23.9K - $27.4K
|
8.81K
$3.56M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.42K- 4.06% |
$485K - $557K
|
33.6K
$13.6M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.1K+ 18.14% |
$377K - $433K
|
7.19K
$2.91M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
390+ 9.85% |
$133K - $153K
|
4.35K
$1.76M
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.76K+ 0.92% |
$599K - $689K
|
193K
$78M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-200- 1.36% |
$68.2K - $78.4K
|
14.5K
$5.88M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-761- 1.96% |
$260K - $298K
|
38.1K
$15.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
9.1K+ 18.74% |
$3.11M - $3.57M
|
57.7K
$23.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-224- 9.66% |
$76.4K - $87.8K
|
2.09K
$846K
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-13- 2.25% |
$4.43K - $5.1K
|
566
$229K
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-32- 2.84% |
$10.9K - $12.5K
|
1.1K
$442K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.36K- 3.26% |
$463K - $532K
|
40.3K
$16.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
1.44K+ 2.08% |
$490K - $564K
|
70.4K
$28.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.97K+ 9.57% |
$672K - $773K
|
22.6K
$9.11M
|
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.04% |
$341 - $392
|
2.27K
$916K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-21- 0.66% |
$7.16K - $8.23K
|
3.17K
$1.28M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-223- 4.05% |
$76.1K - $87.4K
|
5.28K
$2.13M
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
27+ 0.07% |
$9.21K - $10.6K
|
39.5K
$16M
|
|
|
Oct 09, 2024
Q3 2024
|
Trevian Wealth Management LLC
|
BUY
|
- |
754New |
$257K - $296K
|
754
$305K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-454- 1.39% |
$155K - $178K
|
32.2K
$13M
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-12.7K- 71.33% |
$4.32M - $4.96M
|
5.09K
$2.06M
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
2.69KNew |
$919K - $1.06M
|
2.69K
$1.09M
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-19- 2.92% |
$6.48K - $7.45K
|
632
$255K
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-202- 1.34% |
$68.9K - $79.2K
|
14.9K
$6.03M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
5+ 0.2% |
$1.71K - $1.96K
|
2.45K
$989K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-780- 1.22% |
$266K - $306K
|
62.9K
$25.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1.65K+ 9.24% |
$564K - $648K
|
19.6K
$7.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-22.1K- 6.45% |
$7.55M - $8.67M
|
321K
$130M
|
|
|
Oct 09, 2024
Q3 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-464- 0.47% |
$158K - $182K
|
98.5K
$39.8M
|