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 |
|---|---|---|---|---|---|---|---|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
8New |
$2.09K - $2.5K
|
8
$3.49K
|
|
|
Feb 14, 2024
Q4 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-75.1K- 26.64% |
$19.6M - $23.4M
|
207K
$90.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
PUT |
-100- 16.67% |
$26.2K - $31.2K
|
500
$218K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.09% |
$262 - $312
|
1.08K
$472K
|
|
|
Feb 14, 2024
Q4 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
705New |
$184K - $220K
|
705
$308K
|
|
|
Feb 14, 2024
Q4 2023
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
1.07KNew |
$279K - $333K
|
1.07K
$466K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
121KNew |
$31.7M - $37.8M
|
121K
$52.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
50New |
$13.1K - $15.6K
|
50
$21.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
103+ 9.3% |
$26.9K - $32.2K
|
1.21K
$528K
|
|
|
Feb 13, 2024
Q4 2023
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
689New |
$180K - $215K
|
689
$301K
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
2.85K+ 37.11% |
$745K - $890K
|
10.5K
$4.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
11.3KNew |
$2.95M - $3.52M
|
11.3K
$4.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
276New |
$72.2K - $86.2K
|
276
$120K
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
712New |
$186K - $222K
|
712
$311K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-24- 2.04% |
$6.28K - $7.49K
|
1.15K
$503K
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
293+ 15.44% |
$76.6K - $91.5K
|
2.19K
$956K
|
|
|
Feb 08, 2024
Q4 2023
|
Jordan Park Group LLC
|
BUY
|
- |
6KNew |
$1.57M - $1.87M
|
6K
$2.62M
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
SELL
|
- |
-54- 6.29% |
$14.1K - $16.9K
|
804
$351K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
83New |
$21.7K - $25.9K
|
83
$36.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
902New |
$236K - $282K
|
902
$394K
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
1.98KNew |
$517K - $617K
|
1.98K
$863K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-311- 5.79% |
$81.3K - $97.1K
|
5.06K
$2.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
1.17KNew |
$306K - $365K
|
1.17K
$510K
|
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
249+ 6.01% |
$65.1K - $77.7K
|
4.39K
$1.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-336- 14.29% |
$87.9K - $105K
|
2.02K
$880K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-42- 2.57% |
$11K - $13.1K
|
1.59K
$695K
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
600New |
$157K - $187K
|
600
$262K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2.1KNew |
$550K - $656K
|
2.1K
$918K
|
|
|
Feb 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-167- 18.33% |
$43.7K - $52.1K
|
744
$325K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-274- 14.2% |
$71.7K - $85.5K
|
1.66K
$722K
|
|
|
Jan 30, 2024
Q4 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-10- 1.27% |
$2.62K - $3.12K
|
775
$338K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.98K+ 15.87% |
$779K - $929K
|
21.7K
$9.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
852New |
$223K - $266K
|
852
$372K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.1K+ 5.07% |
$287K - $342K
|
22.7K
$9.92M
|
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
SELL
|
- |
-84- 4.0% |
$22K - $26.2K
|
2.01K
$879K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
2+ 0.14% |
$523 - $624
|
1.44K
$630K
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
1.84KNew |
$481K - $575K
|
1.84K
$804K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-111- 0.91% |
$29K - $34.6K
|
12.1K
$5.28M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
98New |
$25.6K - $30.6K
|
98
$42.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
1+ 0.12% |
$262 - $312
|
834
$364K
|
|
|
Jan 23, 2024
Q4 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-40- 2.45% |
$10.5K - $12.5K
|
1.59K
$695K
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
667+ 1.13% |
$174K - $208K
|
59.9K
$26.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
262New |
$68.5K - $81.8K
|
262
$114K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-80- 1.42% |
$20.9K - $25K
|
5.57K
$2.43M
|
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
749New |
$196K - $234K
|
749
$327K
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
44+ 2.38% |
$11.5K - $13.7K
|
1.89K
$826K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
648New |
$169K - $202K
|
648
$283K
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
47.1K+ 70.49% |
$12.3M - $14.7M
|
114K
$49.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
334+ 42.23% |
$87.4K - $104K
|
1.13K
$491K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
632+ 14.15% |
$165K - $197K
|
5.1K
$2.23M
|