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 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-17- 0.16% |
$5.48K - $6.41K
|
10.9K
$4.74M
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-7- 25.0% |
$2.26K - $2.64K
|
21
$9.17K
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
991+ 1905.77% |
$320K - $374K
|
1.04K
$455K
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-100- 4.91% |
$32.2K - $37.7K
|
1.94K
$846K
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
66+ 10.63% |
$21.3K - $24.9K
|
687
$300K
|
|
Jul 29, 2024
Q2 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
564New |
$182K - $213K
|
564
$246K
|
|
Jul 29, 2024
Q2 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
693New |
$223K - $261K
|
693
$303K
|
|
Jul 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
573New |
$185K - $216K
|
573
$250K
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
BUY
|
- |
214+ 356.67% |
$69K - $80.7K
|
274
$120K
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-46- 3.8% |
$14.8K - $17.3K
|
1.16K
$508K
|
|
Jul 25, 2024
Q2 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.78KNew |
$572K - $669K
|
1.78K
$775K
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
BUY
|
- |
569New |
$183K - $215K
|
569
$248K
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
32New |
$10.3K - $12.1K
|
32
$14K
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-22- 2.21% |
$7.09K - $8.3K
|
975
$426K
|
|
Jul 25, 2024
Q2 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
541New |
$174K - $204K
|
541
$236K
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
5.92K+ 1.69% |
$1.91M - $2.23M
|
357K
$156M
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
330+ 11.04% |
$106K - $124K
|
3.32K
$1.45M
|
|
Jul 24, 2024
Q2 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
1.34KNew |
$432K - $506K
|
1.34K
$585K
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-400- 98.04% |
$129K - $151K
|
8
$3.49K
|
|
Jul 23, 2024
Q2 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
11+ 1.58% |
$3.55K - $4.15K
|
706
$308K
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-60- 9.06% |
$19.3K - $22.6K
|
602
$263K
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-74- 7.88% |
$23.9K - $27.9K
|
865
$378K
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 6.67% |
$322 - $377
|
16
$6.98K
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-168- 1.21% |
$54.2K - $63.4K
|
13.7K
$6M
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
92New |
$29.7K - $34.7K
|
92
$40.2K
|
|
Jul 22, 2024
Q2 2024
|
Delta Capital Management LLC
|
BUY
|
- |
3KNew |
$967K - $1.13M
|
3K
$1.31M
|
|
Jul 22, 2024
Q2 2024
|
David J Yvars Group
|
BUY
|
- |
547New |
$176K - $206K
|
547
$239K
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-515- 0.88% |
$166K - $194K
|
58.2K
$25.4M
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
SELL
|
- |
-30- 3.16% |
$9.67K - $11.3K
|
919
$401K
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
916New |
$295K - $345K
|
916
$400K
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
8+ 1.37% |
$2.58K - $3.02K
|
592
$258K
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-30- 15.38% |
$9.67K - $11.3K
|
165
$72K
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
64New |
$20.6K - $24.1K
|
64
$27.9K
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
92New |
$29.7K - $34.7K
|
92
$40.2K
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
95+ 8.03% |
$30.6K - $35.8K
|
1.28K
$558K
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7New |
$2.26K - $2.64K
|
7
$3.06K
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
65KNew |
$20.9M - $24.5M
|
65K
$28.4M
|
|
Jul 12, 2024
Q2 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
551New |
$178K - $208K
|
551
$241K
|
|
Jul 12, 2024
Q2 2024
|
Schwab Charitable Fund
|
BUY
|
- |
10KNew |
$3.22M - $3.77M
|
10K
$4.36M
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-4- 0.19% |
$1.29K - $1.51K
|
2.15K
$937K
|
|
Jul 10, 2024
Q2 2024
|
Advocate Group LLC
|
SELL
|
- |
-116- 3.08% |
$37.4K - $43.7K
|
3.65K
$1.59M
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
133+ 1.07% |
$42.9K - $50.2K
|
12.5K
$5.47M
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
18+ 4.38% |
$5.8K - $6.79K
|
429
$187K
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
580New |
$187K - $219K
|
580
$253K
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.83K- 46.84% |
$590K - $690K
|
2.08K
$907K
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-15- 0.75% |
$4.84K - $5.66K
|
1.97K
$861K
|
|
Jul 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
14.3KNew |
$4.62M - $5.4M
|
14.3K
$6.26M
|
|
Q1 2024 | |||||||
Jun 03, 2025
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
170+ 0.67% |
$51.2K - $58.9K
|
25.7K
$11.2M
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
462New |
$139K - $160K
|
462
$202K
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-54- 16.51% |
$16.3K - $18.7K
|
273
$119K
|