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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
95+ 8.03% |
$30.6K - $35.8K
|
1.28K
$516K
|
|
|
Jul 16, 2024
Q2 2024
|
Riverview Trust CO
|
BUY
|
- |
182New |
$58.7K - $68.6K
|
182
$73.5K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
85+ 20.43% |
$27.4K - $32.1K
|
501
$202K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-221- 10.89% |
$71.3K - $83.3K
|
1.81K
$730K
|
|
|
Jul 15, 2024
Q2 2024
|
Flower City Capital
|
SELL
|
- |
-114- 6.61% |
$36.8K - $43K
|
1.61K
$650K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7New |
$2.26K - $2.64K
|
7
$2.83K
|
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
61+ 2.45% |
$19.7K - $23K
|
2.55K
$1.03M
|
|
|
Jul 12, 2024
Q2 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-49- 2.07% |
$15.8K - $18.5K
|
2.32K
$937K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
65KNew |
$20.9M - $24.5M
|
65K
$26.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
9.26KNew |
$2.98M - $3.49M
|
9.26K
$3.74M
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
551New |
$178K - $208K
|
551
$223K
|
|
|
Jul 12, 2024
Q2 2024
|
Schwab Charitable Fund
|
BUY
|
- |
10KNew |
$3.22M - $3.77M
|
10K
$4.04M
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
SELL
|
- |
-1- 0.06% |
$322 - $377
|
1.78K
$720K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
102+ 53.4% |
$32.9K - $38.5K
|
293
$118K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-10- 0.18% |
$3.22K - $3.77K
|
5.56K
$2.25M
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
20+ 1.81% |
$6.45K - $7.54K
|
1.12K
$453K
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-4- 0.19% |
$1.29K - $1.51K
|
2.15K
$867K
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
27+ 1.42% |
$8.71K - $10.2K
|
1.93K
$779K
|
|
|
Jul 10, 2024
Q2 2024
|
Advocate Group LLC
|
SELL
|
- |
-116- 3.08% |
$37.4K - $43.7K
|
3.65K
$1.47M
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
133+ 1.07% |
$42.9K - $50.2K
|
12.5K
$5.06M
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
18+ 4.38% |
$5.8K - $6.79K
|
429
$173K
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
580New |
$187K - $219K
|
580
$234K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.83K- 46.84% |
$590K - $690K
|
2.08K
$840K
|
|
|
Jul 09, 2024
Q2 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
934New |
$301K - $352K
|
934
$377K
|
|
|
Jul 08, 2024
Q2 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
546New |
$176K - $206K
|
546
$221K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-15- 0.75% |
$4.84K - $5.66K
|
1.97K
$797K
|
|
|
Jul 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
14.3KNew |
$4.62M - $5.4M
|
14.3K
$5.79M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
588+ 121.24% |
$190K - $222K
|
1.07K
$434K
|
|
| Q1 2024 | |||||||
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-489- 2.23% |
$147K - $169K
|
21.4K
$8.65M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
850New |
$256K - $295K
|
850
$343K
|
|
|
Oct 18, 2024
Q1 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
25+ 2.41% |
$7.53K - $8.67K
|
1.06K
$429K
|
|
|
Aug 20, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-234- 15.23% |
$70.4K - $81.1K
|
1.3K
$526K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
3+ 0.1% |
$903 - $1.04K
|
3.16K
$1.28M
|
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
599New |
$180K - $208K
|
599
$242K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
104New |
$31.3K - $36K
|
104
$42K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
3.11KNew |
$936K - $1.08M
|
3.11K
$1.26M
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
- |
-100- 19.84% |
$30.1K - $34.7K
|
404
$163K
|
|
|
May 23, 2024
Q1 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
176+ 27.24% |
$53K - $61K
|
822
$332K
|
|
|
May 21, 2024
Q1 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
5.17KNew |
$1.56M - $1.79M
|
5.17K
$2.09M
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
93+ 202.17% |
$28K - $32.2K
|
139
$56.2K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
64+ 6.76% |
$19.3K - $22.2K
|
1.01K
$408K
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-27K- 88.47% |
$8.13M - $9.36M
|
3.52K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
60New |
$18.1K - $20.8K
|
60
$24.2K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
142New |
$42.7K - $49.2K
|
142
$57.4K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1New |
$301 - $347
|
1
$404
|
|
|
May 15, 2024
Q1 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
3K+ 32.46% |
$903K - $1.04M
|
12.2K
$4.95M
|
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
1.32KNew |
$396K - $456K
|
1.32K
$531K
|
|
|
May 15, 2024
Q1 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-300- 12.0% |
$90.3K - $104K
|
2.2K
$889K
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.29KNew |
$389K - $447K
|
1.29K
$522K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-8.38K- 79.11% |
$2.52M - $2.91M
|
2.21K
$895K
|
|