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 |
---|---|---|---|---|---|---|---|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-4- 0.36% |
$1.48K - $1.71K
|
1.11K
$483K
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
SELL
|
- |
-10- 1.05% |
$3.69K - $4.28K
|
940
$410K
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
259+ 6.38% |
$95.6K - $111K
|
4.32K
$1.88M
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1.47K+ 13.22% |
$544K - $630K
|
12.6K
$5.51M
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
616+ 50.95% |
$227K - $263K
|
1.83K
$797K
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-435- 34.66% |
$161K - $186K
|
820
$358K
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-2- 0.16% |
$738 - $855
|
1.24K
$541K
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
581New |
$214K - $248K
|
581
$254K
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.21K- 0.98% |
$445K - $515K
|
122K
$53.4M
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.09K+ 22.07% |
$403K - $467K
|
6.04K
$2.64M
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
176+ 5.66% |
$65K - $75.3K
|
3.28K
$1.43M
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-156- 14.7% |
$57.6K - $66.7K
|
905
$395K
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
SELL
|
- |
-80- 1.35% |
$29.5K - $34.2K
|
5.86K
$2.56M
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
450+ 221.67% |
$166K - $192K
|
653
$285K
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-19.3K- 32.34% |
$7.13M - $8.26M
|
40.4K
$17.6M
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.65K- 25.47% |
$608K - $704K
|
4.82K
$2.1M
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
175+ 1.99% |
$64.6K - $74.8K
|
8.98K
$3.92M
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
617+ 6.48% |
$228K - $264K
|
10.1K
$4.43M
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-287- 8.51% |
$106K - $123K
|
3.09K
$1.35M
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-98- 3.59% |
$36.2K - $41.9K
|
2.63K
$1.15M
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
98+ 3.3% |
$36.2K - $41.9K
|
3.07K
$1.34M
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
189K+ 720.63% |
$69.6M - $80.6M
|
215K
$93.7M
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
8+ 0.81% |
$2.95K - $3.42K
|
998
$436K
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-69- 1.32% |
$25.5K - $29.5K
|
5.15K
$2.25M
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
5.4K+ 2.27% |
$1.99M - $2.31M
|
244K
$106M
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-130- 18.84% |
$48K - $55.6K
|
560
$244K
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
568New |
$210K - $243K
|
568
$248K
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-12- 0.04% |
$4.43K - $5.13K
|
28.8K
$12.6M
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
2.13K+ 4.96% |
$785K - $909K
|
45K
$19.6M
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
85+ 10.19% |
$31.4K - $36.3K
|
919
$401K
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-333- 3.1% |
$123K - $142K
|
10.4K
$4.54M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
646New |
$238K - $276K
|
646
$282K
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-187- 9.8% |
$69K - $80K
|
1.72K
$752K
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-5.27K- 10.48% |
$1.94M - $2.25M
|
45K
$19.6M
|
|
Apr 16, 2025
Q1 2025
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
178+ 18.86% |
$65.7K - $76.1K
|
1.12K
$490K
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
8.38K+ 64.17% |
$3.09M - $3.58M
|
21.4K
$9.36M
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
18.6K+ 15.8% |
$6.88M - $7.97M
|
137K
$59.6M
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
6.51K+ 14.13% |
$2.4M - $2.78M
|
52.6K
$22.9M
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
177New |
$65.3K - $75.7K
|
177
$77.3K
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
6.57K+ 39.86% |
$2.42M - $2.81M
|
23.1K
$10.1M
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
282+ 4.66% |
$104K - $121K
|
6.34K
$2.77M
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
389+ 1.05% |
$144K - $166K
|
37.5K
$16.4M
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-120- 5.86% |
$44.3K - $51.3K
|
1.93K
$842K
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
25+ 2.41% |
$9.23K - $10.7K
|
1.06K
$464K
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
240+ 20.03% |
$88.6K - $103K
|
1.44K
$628K
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.81K+ 6.6% |
$668K - $774K
|
29.2K
$12.7M
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-564- 6.73% |
$208K - $241K
|
7.82K
$3.41M
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
1+ 0.07% |
$369 - $428
|
1.4K
$609K
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-365- 5.87% |
$135K - $156K
|
5.86K
$2.56M
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
5.85K+ 3.0% |
$2.16M - $2.5M
|
201K
$87.8M
|