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
$546K
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
85+ 20.43% |
$27.4K - $32.1K
|
501
$214K
|
|
Jul 15, 2024
Q2 2024
|
Flower City Capital
|
SELL
|
- |
-114- 6.61% |
$36.8K - $43K
|
1.61K
$688K
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7New |
$2.26K - $2.64K
|
7
$2.99K
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
65KNew |
$20.9M - $24.5M
|
65K
$27.8M
|
|
Jul 12, 2024
Q2 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
551New |
$178K - $208K
|
551
$236K
|
|
Jul 12, 2024
Q2 2024
|
Schwab Charitable Fund
|
BUY
|
- |
10KNew |
$3.22M - $3.77M
|
10K
$4.27M
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
102+ 53.4% |
$32.9K - $38.5K
|
293
$125K
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-4- 0.19% |
$1.29K - $1.51K
|
2.15K
$917K
|
|
Jul 10, 2024
Q2 2024
|
Advocate Group LLC
|
SELL
|
- |
-116- 3.08% |
$37.4K - $43.7K
|
3.65K
$1.56M
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
133+ 1.07% |
$42.9K - $50.2K
|
12.5K
$5.36M
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
18+ 4.38% |
$5.8K - $6.79K
|
429
$183K
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
580New |
$187K - $219K
|
580
$248K
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.83K- 46.84% |
$590K - $690K
|
2.08K
$888K
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-15- 0.75% |
$4.84K - $5.66K
|
1.97K
$843K
|
|
Jul 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
14.3KNew |
$4.62M - $5.4M
|
14.3K
$6.13M
|
|
Q1 2024 | |||||||
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
462New |
$139K - $160K
|
462
$198K
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-54- 16.51% |
$16.3K - $18.7K
|
273
$117K
|
|
Jan 14, 2025
Q1 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
105+ 8.82% |
$31.6K - $36.4K
|
1.3K
$554K
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
850New |
$256K - $295K
|
850
$363K
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
3+ 0.1% |
$903 - $1.04K
|
3.16K
$1.35M
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
104New |
$31.3K - $36K
|
104
$44.5K
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
3.11KNew |
$936K - $1.08M
|
3.11K
$1.33M
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
- |
-100- 19.84% |
$30.1K - $34.7K
|
404
$173K
|
|
May 23, 2024
Q1 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
176+ 27.24% |
$53K - $61K
|
822
$351K
|
|
May 21, 2024
Q1 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
5.17KNew |
$1.56M - $1.79M
|
5.17K
$2.21M
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
93+ 202.17% |
$28K - $32.2K
|
139
$59.4K
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
64+ 6.76% |
$19.3K - $22.2K
|
1.01K
$432K
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-27K- 88.47% |
$8.13M - $9.36M
|
3.52K
$1.51M
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
60New |
$18.1K - $20.8K
|
60
$25.7K
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
142New |
$42.7K - $49.2K
|
142
$60.7K
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1New |
$301 - $347
|
1
$428
|
|
May 15, 2024
Q1 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
3K+ 32.46% |
$903K - $1.04M
|
12.2K
$5.23M
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
1.32KNew |
$396K - $456K
|
1.32K
$562K
|
|
May 15, 2024
Q1 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-300- 12.0% |
$90.3K - $104K
|
2.2K
$941K
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-8.38K- 79.11% |
$2.52M - $2.91M
|
2.21K
$947K
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
599New |
$180K - $208K
|
599
$256K
|
|
May 14, 2024
Q1 2024
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
7.22KNew |
$2.17M - $2.5M
|
7.22K
$3.09M
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
17New |
$5.12K - $5.89K
|
17
$7.27K
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
3+ 100.0% |
$903 - $1.04K
|
6
$2.57K
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
1.19KNew |
$357K - $411K
|
1.19K
$507K
|
|
May 14, 2024
Q1 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-5- 0.27% |
$1.51K - $1.73K
|
1.84K
$786K
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
38KNew |
$11.4M - $13.2M
|
38K
$16.2M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.7K+ 2.61% |
$3.53M - $4.06M
|
461K
$197M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
71.1K+ 85.25% |
$21.4M - $24.6M
|
154K
$66M
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
9New |
$2.71K - $3.12K
|
9
$3.85K
|
|
May 13, 2024
Q1 2024
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-444- 10.42% |
$134K - $154K
|
3.82K
$1.63M
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
970New |
$292K - $336K
|
970
$415K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
69New |
$20.8K - $23.9K
|
69
$29.5K
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-67- 29.0% |
$20.2K - $23.2K
|
164
$70.1K
|