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 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-5.63K- 80.51% |
$1.69M - $1.95M
|
1.36K
$551K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
702New |
$211K - $243K
|
702
$284K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-30- 1.83% |
$9.03K - $10.4K
|
1.61K
$651K
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-39- 2.44% |
$11.7K - $13.5K
|
1.56K
$631K
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
80+ 10.18% |
$24.1K - $27.7K
|
866
$350K
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
253+ 27.68% |
$76.2K - $87.7K
|
1.17K
$472K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
83+ 1.79% |
$25K - $28.8K
|
4.72K
$1.91M
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
50+ 3.86% |
$15.1K - $17.3K
|
1.34K
$543K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-29- 1.78% |
$8.73K - $10.1K
|
1.6K
$646K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-41- 28.47% |
$12.3K - $14.2K
|
103
$41.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-473- 36.61% |
$142K - $164K
|
819
$331K
|
|
|
Apr 17, 2024
Q1 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-448- 38.92% |
$135K - $155K
|
703
$284K
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
1KNew |
$301K - $347K
|
1K
$404K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-64- 0.66% |
$19.3K - $22.2K
|
9.6K
$3.88M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
817+ 25.02% |
$246K - $283K
|
4.08K
$1.65M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
581New |
$175K - $201K
|
581
$235K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
248New |
$74.7K - $86K
|
248
$100K
|
|
|
Apr 16, 2024
Q1 2024
|
Monumental Financial Group Inc.
|
SELL
|
- |
-240- 16.67% |
$72.3K - $83.2K
|
1.2K
$485K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-89- 55.97% |
$26.8K - $30.8K
|
70
$28.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
SELL
|
- |
-195- 30.23% |
$58.7K - $67.6K
|
450
$182K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
100+ 20.33% |
$30.1K - $34.7K
|
592
$239K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
830+ 669.35% |
$250K - $288K
|
954
$385K
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
630New |
$190K - $218K
|
630
$255K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1+ 0.08% |
$301 - $347
|
1.33K
$535K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
598New |
$180K - $207K
|
598
$242K
|
|
|
Apr 12, 2024
Q1 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
633New |
$191K - $219K
|
633
$256K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
809New |
$244K - $280K
|
809
$327K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-7- 0.75% |
$2.11K - $2.43K
|
930
$376K
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
1.84KNew |
$554K - $638K
|
1.84K
$743K
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
1+ 0.15% |
$301 - $347
|
677
$274K
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-215- 12.41% |
$64.7K - $74.5K
|
1.52K
$613K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
112KNew |
$33.6M - $38.7M
|
112K
$45.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-1.13K- 46.54% |
$340K - $391K
|
1.3K
$524K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
100+ 12.84% |
$30.1K - $34.7K
|
879
$355K
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-25- 1.27% |
$7.53K - $8.67K
|
1.94K
$782K
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-3- 0.4% |
$903 - $1.04K
|
756
$305K
|
|
|
Apr 10, 2024
Q1 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-30- 3.51% |
$9.03K - $10.4K
|
825
$333K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-435- 48.6% |
$131K - $151K
|
460
$186K
|
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
4.41K+ 120.75% |
$1.33M - $1.53M
|
8.05K
$3.25M
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-2.16K- 2.32% |
$651K - $749K
|
91K
$36.8M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
371+ 136.4% |
$112K - $129K
|
643
$260K
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-65- 0.8% |
$19.6K - $22.5K
|
8.06K
$3.26M
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
172+ 2.23% |
$51.8K - $59.6K
|
7.88K
$3.18M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-10- 1.09% |
$3.01K - $3.47K
|
905
$366K
|
|
|
Apr 08, 2024
Q1 2024
|
Jvl Associates LLC
|
BUY
|
- |
1.09KNew |
$328K - $377K
|
1.09K
$440K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
BUY
|
- |
593New |
$179K - $206K
|
593
$240K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-13- 11.5% |
$3.91K - $4.51K
|
100
$40.4K
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
22New |
$6.62K - $7.63K
|
22
$8.89K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-71- 26.59% |
$21.4K - $24.6K
|
196
$79.2K
|
|
| Q4 2023 | |||||||
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-7- 0.38% |
$1.83K - $2.19K
|
1.83K
$741K
|
|