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 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
83New |
$25K - $28.8K
|
83
$33.9K
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
615New |
$185K - $213K
|
615
$251K
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
88+ 60.69% |
$26.5K - $30.5K
|
233
$95.1K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-38- 27.54% |
$11.4K - $13.2K
|
100
$40.8K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
31New |
$9.33K - $10.7K
|
31
$12.7K
|
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
634New |
$191K - $220K
|
634
$259K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
192New |
$57.8K - $66.5K
|
192
$78.4K
|
|
|
May 01, 2024
Q1 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
842New |
$253K - $292K
|
842
$344K
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
598New |
$180K - $207K
|
598
$244K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.72K+ 7.12% |
$1.42M - $1.64M
|
71.1K
$29M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
SELL
|
- |
-442- 7.04% |
$133K - $153K
|
5.84K
$2.38M
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1.84K+ 283.2% |
$553K - $637K
|
2.49K
$1.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-14- 0.17% |
$4.21K - $4.85K
|
8.08K
$3.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
99+ 0.24% |
$29.8K - $34.3K
|
41.1K
$16.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
249New |
$75K - $86.3K
|
249
$102K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-141- 58.02% |
$42.4K - $48.9K
|
102
$41.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
204+ 1.71% |
$61.4K - $70.7K
|
12.1K
$4.94M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.13% |
$301 - $347
|
770
$314K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
42.6KNew |
$12.8M - $14.8M
|
42.6K
$17.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
SELL
|
- |
-65- 10.0% |
$19.6K - $22.5K
|
585
$239K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-303- 13.54% |
$91.2K - $105K
|
1.94K
$790K
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-246- 70.29% |
$74.1K - $85.3K
|
104
$42.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
332+ 31.86% |
$99.9K - $115K
|
1.37K
$561K
|
|
|
Apr 30, 2024
Q1 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
22.7K+ 29.46% |
$6.83M - $7.87M
|
99.8K
$40.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-119- 10.68% |
$35.8K - $41.2K
|
995
$406K
|
|
|
Apr 29, 2024
Q1 2024
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
61.3KNew |
$18.4M - $21.2M
|
61.3K
$25M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
323+ 23.1% |
$97.2K - $112K
|
1.72K
$702K
|
|
|
Apr 29, 2024
Q1 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
68+ 7.44% |
$20.5K - $23.6K
|
982
$401K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
SELL
|
- |
-1.01K- 34.44% |
$303K - $349K
|
1.92K
$782K
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
BUY
|
- |
7.95KNew |
$2.39M - $2.76M
|
7.95K
$3.24M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
1.01KNew |
$303K - $349K
|
1.01K
$411K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-58- 8.52% |
$17.5K - $20.1K
|
623
$254K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
95+ 5.96% |
$28.6K - $32.9K
|
1.69K
$690K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-33- 1.18% |
$9.93K - $11.4K
|
2.76K
$1.13M
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-50- 6.39% |
$15.1K - $17.3K
|
732
$299K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
175+ 2.15% |
$52.7K - $60.7K
|
8.32K
$3.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Af Advisors, Inc.
|
BUY
|
- |
50+ 3.06% |
$15.1K - $17.3K
|
1.69K
$688K
|
|
|
Apr 24, 2024
Q1 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
594New |
$179K - $206K
|
594
$242K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
1New |
$301 - $347
|
1
$408
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
SELL
|
- |
-382- 3.64% |
$115K - $132K
|
10.1K
$4.12M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
59+ 40.14% |
$17.8K - $20.4K
|
206
$84.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
764New |
$230K - $265K
|
764
$312K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-188- 14.66% |
$56.6K - $65.2K
|
1.09K
$446K
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-101- 9.12% |
$30.4K - $35K
|
1.01K
$411K
|
|
|
Apr 23, 2024
Q1 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-157- 19.31% |
$47.3K - $54.4K
|
656
$268K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-58- 5.44% |
$17.5K - $20.1K
|
1.01K
$412K
|
|
|
Apr 22, 2024
Q1 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-32- 4.78% |
$9.63K - $11.1K
|
637
$260K
|
|
|
Apr 22, 2024
Q1 2024
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-5- 0.27% |
$1.51K - $1.73K
|
1.82K
$742K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-1.5K- 46.88% |
$452K - $520K
|
1.7K
$694K
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-75- 3.05% |
$22.6K - $26K
|
2.38K
$971K
|