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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-40- 2.45% |
$10.5K - $12.5K
|
1.59K
$713K
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
667+ 1.13% |
$174K - $208K
|
59.9K
$26.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
262New |
$68.5K - $81.8K
|
262
$117K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-80- 1.42% |
$20.9K - $25K
|
5.57K
$2.49M
|
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
749New |
$196K - $234K
|
749
$335K
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
44+ 2.38% |
$11.5K - $13.7K
|
1.89K
$846K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
648New |
$169K - $202K
|
648
$290K
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
47.1K+ 70.49% |
$12.3M - $14.7M
|
114K
$50.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
334+ 42.23% |
$87.4K - $104K
|
1.13K
$503K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
632+ 14.15% |
$165K - $197K
|
5.1K
$2.28M
|
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
728New |
$190K - $227K
|
728
$326K
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
782New |
$205K - $244K
|
782
$350K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
2.18K+ 36.28% |
$570K - $681K
|
8.19K
$3.66M
|
|
|
Jan 09, 2024
Q4 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
2.2KNew |
$575K - $686K
|
2.2K
$983K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
178+ 2.87% |
$46.6K - $55.6K
|
6.38K
$2.85M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-1.04K- 25.11% |
$272K - $324K
|
3.1K
$1.39M
|
|
|
Jan 09, 2024
Q4 2023
|
Seneca House Advisors
|
BUY
|
- |
678New |
$177K - $212K
|
678
$303K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-37- 0.63% |
$9.68K - $11.5K
|
5.81K
$2.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
697New |
$182K - $218K
|
697
$312K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
797+ 1.75% |
$208K - $249K
|
46.4K
$20.8M
|
|
|
Jan 03, 2024
Q4 2023
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-61- 7.81% |
$16K - $19K
|
720
$322K
|
|
| Q3 2023 | |||||||
|
Nov 29, 2023
Q3 2023
|
Alamar Capital Management, LLC
|
SELL
|
- |
-35- 4.52% |
$9.43K - $10.3K
|
740
$331K
|
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
70New |
$18.9K - $20.5K
|
70
$31.3K
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
23+ 69.7% |
$6.2K - $6.75K
|
56
$25K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
21+ 4.61% |
$5.66K - $6.16K
|
477
$213K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.1K- 1.2% |
$297K - $323K
|
90.5K
$40.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
764New |
$206K - $224K
|
764
$342K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
3+ 0.07% |
$809 - $881
|
4.27K
$1.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
11+ 0.06% |
$2.97K - $3.23K
|
19.6K
$8.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
12KNew |
$3.24M - $3.52M
|
12K
$5.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
196+ 1633.33% |
$52.8K - $57.5K
|
208
$93K
|
|
|
Nov 14, 2023
Q3 2023
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
12.7K+ 39.91% |
$3.41M - $3.72M
|
44.4K
$19.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
1K+ 2.5% |
$270K - $294K
|
41K
$18.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-1.22K- 8.48% |
$328K - $357K
|
13.1K
$5.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
4KNew |
$1.08M - $1.17M
|
4K
$1.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
140New |
$37.7K - $41.1K
|
140
$62.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
6.71K+ 50.95% |
$1.81M - $1.97M
|
19.9K
$8.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-844KClosed |
$228M - $248M
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
100New |
$27K - $29.4K
|
100
$44.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-145- 1.41% |
$39.1K - $42.6K
|
10.1K
$4.53M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-2.4K- 24.51% |
$646K - $703K
|
7.38K
$3.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2+ 3.51% |
$539 - $587
|
59
$26.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
3.7K+ 18.21% |
$997K - $1.09M
|
24K
$10.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Avory & Company, LLC
Miami, FL |
SELL
|
- |
-10K- 46.22% |
$2.7M - $2.94M
|
11.6K
$5.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Shayne & Co., LLC
|
BUY
|
- |
2.1KNew |
$566K - $616K
|
2.1K
$939K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
1.6KNew |
$431K - $470K
|
1.6K
$716K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-9.52K- 1.59% |
$2.57M - $2.79M
|
589K
$263M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-105- 62.87% |
$28.3K - $30.8K
|
62
$27.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Daniels&Tansey,Llp
|
BUY
|
- |
37.5K+ 80.61% |
$10.1M - $11M
|
83.9K
$37.5M
|
|