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 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-38- 27.54% |
$11.4K - $13.2K
|
100
$43.7K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
192New |
$57.8K - $66.5K
|
192
$83.8K
|
|
|
May 01, 2024
Q1 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
842New |
$253K - $292K
|
842
$368K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
SELL
|
- |
-442- 7.04% |
$133K - $153K
|
5.84K
$2.55M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-14- 0.17% |
$4.21K - $4.85K
|
8.08K
$3.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
249New |
$75K - $86.3K
|
249
$109K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
204+ 1.71% |
$61.4K - $70.7K
|
12.1K
$5.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.13% |
$301 - $347
|
770
$336K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
42.6KNew |
$12.8M - $14.8M
|
42.6K
$18.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
SELL
|
- |
-65- 10.0% |
$19.6K - $22.5K
|
585
$255K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-303- 13.54% |
$91.2K - $105K
|
1.94K
$845K
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-246- 70.29% |
$74.1K - $85.3K
|
104
$45.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
61.3KNew |
$18.4M - $21.2M
|
61.3K
$26.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
SELL
|
- |
-1.01K- 34.44% |
$303K - $349K
|
1.92K
$837K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
1.01KNew |
$303K - $349K
|
1.01K
$440K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-58- 8.52% |
$17.5K - $20.1K
|
623
$272K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
95+ 5.96% |
$28.6K - $32.9K
|
1.69K
$738K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-33- 1.18% |
$9.93K - $11.4K
|
2.76K
$1.21M
|
|
|
Apr 24, 2024
Q1 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
764New |
$230K - $265K
|
764
$334K
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-101- 9.12% |
$30.4K - $35K
|
1.01K
$439K
|
|
|
Apr 22, 2024
Q1 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-32- 4.78% |
$9.63K - $11.1K
|
637
$278K
|
|
|
Apr 22, 2024
Q1 2024
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-5- 0.27% |
$1.51K - $1.73K
|
1.82K
$794K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-1.5K- 46.88% |
$452K - $520K
|
1.7K
$742K
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-75- 3.05% |
$22.6K - $26K
|
2.38K
$1.04M
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
702New |
$211K - $243K
|
702
$306K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
83+ 1.79% |
$25K - $28.8K
|
4.72K
$2.06M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-29- 1.78% |
$8.73K - $10.1K
|
1.6K
$698K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-41- 28.47% |
$12.3K - $14.2K
|
103
$45K
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
1KNew |
$301K - $347K
|
1K
$437K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-64- 0.66% |
$19.3K - $22.2K
|
9.6K
$4.19M
|
|
|
Apr 16, 2024
Q1 2024
|
Monumental Financial Group Inc.
|
SELL
|
- |
-240- 16.67% |
$72.3K - $83.2K
|
1.2K
$524K
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
SELL
|
- |
-195- 30.23% |
$58.7K - $67.6K
|
450
$196K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
830+ 669.35% |
$250K - $288K
|
954
$416K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
598New |
$180K - $207K
|
598
$261K
|
|
|
Apr 12, 2024
Q1 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
633New |
$191K - $219K
|
633
$276K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
809New |
$244K - $280K
|
809
$353K
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
1.84KNew |
$554K - $638K
|
1.84K
$803K
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
1+ 0.15% |
$301 - $347
|
677
$296K
|
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-1.13K- 46.54% |
$340K - $391K
|
1.3K
$566K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
100+ 12.84% |
$30.1K - $34.7K
|
879
$384K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-435- 48.6% |
$131K - $151K
|
460
$201K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-2.16K- 2.32% |
$651K - $749K
|
91K
$39.7M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
BUY
|
- |
593New |
$179K - $206K
|
593
$259K
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
22New |
$6.62K - $7.63K
|
22
$9.6K
|
|
| Q4 2023 | |||||||
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
139+ 1.99% |
$36.4K - $43.4K
|
7.14K
$3.12M
|
|
|
May 03, 2024
Q4 2023
|
Fiat Wealth Management LLC
Wayzata, MN |
BUY
|
- |
675New |
$177K - $211K
|
675
$295K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-114KClosed |
$29.8M - $35.5M
|
0
$0
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
106New |
$27.7K - $33.1K
|
106
$46.3K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
58+ 2900.0% |
$15.2K - $18.1K
|
60
$26.2K
|
|