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 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-738- 54.3% |
$272K - $316K
|
621
$271K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-20- 1.51% |
$7.38K - $8.55K
|
1.31K
$570K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2+ 0.11% |
$738 - $855
|
1.86K
$813K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
713New |
$263K - $305K
|
713
$311K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
10.9K+ 3.15% |
$4.01M - $4.64M
|
355K
$155M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
754New |
$278K - $322K
|
754
$329K
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
165New |
$60.9K - $70.6K
|
165
$72K
|
|
|
Apr 09, 2025
Q1 2025
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-137- 3.67% |
$50.6K - $58.6K
|
3.59K
$1.57M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.23K+ 76.43% |
$455K - $527K
|
2.84K
$1.24M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1+ 0.09% |
$369 - $428
|
1.07K
$465K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
640+ 65.84% |
$236K - $274K
|
1.61K
$704K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
9.19K+ 1.99% |
$3.39M - $3.93M
|
470K
$205M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.39K+ 10.15% |
$1.62M - $1.88M
|
47.6K
$20.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
6.3K+ 842.7% |
$2.32M - $2.69M
|
7.04K
$3.07M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
3.13K+ 98.34% |
$1.16M - $1.34M
|
6.32K
$2.76M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-42- 0.54% |
$15.5K - $18K
|
7.79K
$3.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
207+ 37.7% |
$76.4K - $88.5K
|
756
$330K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-702- 81.63% |
$259K - $300K
|
158
$69K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-6- 0.29% |
$2.21K - $2.57K
|
2.06K
$898K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
8+ 0.28% |
$2.95K - $3.42K
|
2.86K
$1.25M
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-20- 2.39% |
$7.38K - $8.55K
|
818
$357K
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
294+ 2.85% |
$109K - $126K
|
10.6K
$4.64M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
747New |
$276K - $319K
|
747
$326K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
238+ 21.06% |
$87.8K - $102K
|
1.37K
$597K
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-1.73K- 3.45% |
$638K - $739K
|
48.4K
$21.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
SELL
|
- |
-202- 6.93% |
$74.6K - $86.4K
|
2.71K
$1.18M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
510+ 4.4% |
$188K - $218K
|
12.1K
$5.29M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-62- 2.48% |
$22.9K - $26.5K
|
2.44K
$1.07M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
15+ 2.22% |
$5.54K - $6.41K
|
691
$302K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
44+ 32.35% |
$16.2K - $18.8K
|
180
$78.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
1.04K+ 2.72% |
$385K - $446K
|
39.3K
$17.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-165- 0.21% |
$60.9K - $70.6K
|
77.8K
$33.9M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-4.32K- 76.1% |
$1.6M - $1.85M
|
1.36K
$593K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
109+ 7.62% |
$40.2K - $46.6K
|
1.54K
$672K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.03K+ 5.3% |
$382K - $442K
|
20.5K
$8.96M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1+ 0.09% |
$369 - $428
|
1.1K
$479K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-113- 0.55% |
$41.7K - $48.3K
|
20.3K
$8.86M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-772- 68.08% |
$285K - $330K
|
362
$158K
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
18+ 2.06% |
$6.64K - $7.7K
|
893
$390K
|
|
| Q4 2024 | |||||||
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
22KNew |
$8.34M - $9.43M
|
22K
$9.62M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
281K+ 35.87% |
$107M - $120M
|
1.07M
$465M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-202- 7.45% |
$76.5K - $86.5K
|
2.51K
$1.09M
|
|
|
May 28, 2025
Q4 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
657KNew |
$249M - $281M
|
657K
$287M
|
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-94- 15.36% |
$35.6K - $40.2K
|
518
$226K
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
32.7KNew |
$12.4M - $14M
|
32.7K
$14.3M
|
|
|
May 13, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-404- 4.77% |
$153K - $173K
|
8.06K
$3.52M
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-7- 0.17% |
$2.65K - $3K
|
4K
$1.75M
|
|
|
Apr 17, 2025
Q4 2024
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
944New |
$358K - $404K
|
944
$412K
|
|
|
Apr 09, 2025
Q4 2024
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
1.53KNew |
$578K - $653K
|
1.53K
$666K
|
|
|
Apr 09, 2025
Q4 2024
|
Compass Investment Advisers LLC
Portland, OR |
BUY
|
- |
12.3KNew |
$4.65M - $5.25M
|
12.3K
$5.36M
|
|