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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
136New |
$36.7K - $39.9K
|
136
$59.4K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.67K- 44.15% |
$450K - $490K
|
2.11K
$922K
|
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-75- 0.29% |
$20.2K - $22K
|
25.9K
$11.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
386+ 31.8% |
$104K - $113K
|
1.6K
$698K
|
|
|
Oct 23, 2023
Q3 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
5+ 5.88% |
$1.35K - $1.47K
|
90
$39.3K
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
BUY
|
- |
465+ 21.81% |
$125K - $136K
|
2.6K
$1.13M
|
|
|
Oct 20, 2023
Q3 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
809New |
$218K - $237K
|
809
$353K
|
|
|
Oct 19, 2023
Q3 2023
|
Retireful, LLC
|
BUY
|
- |
140+ 5.62% |
$37.7K - $41.1K
|
2.63K
$1.15M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-11.1K- 24.9% |
$3M - $3.26M
|
33.5K
$14.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
736New |
$198K - $216K
|
736
$321K
|
|
|
Oct 18, 2023
Q3 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
21+ 17.21% |
$5.66K - $6.16K
|
143
$62.4K
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-18- 81.82% |
$4.85K - $5.28K
|
4
$1.75K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-283- 2.94% |
$76.3K - $83.1K
|
9.34K
$4.08M
|
|
|
Oct 16, 2023
Q3 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
970New |
$261K - $285K
|
970
$423K
|
|
|
Oct 13, 2023
Q3 2023
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
1.25KNew |
$336K - $366K
|
1.25K
$544K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
1.25K+ 0.85% |
$338K - $368K
|
148K
$64.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
3.59KNew |
$968K - $1.05M
|
3.59K
$1.57M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
3.6K+ 166.59% |
$969K - $1.06M
|
5.75K
$2.51M
|
|
|
Oct 11, 2023
Q3 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
291+ 14.5% |
$78.4K - $85.4K
|
2.3K
$1M
|
|
|
Oct 11, 2023
Q3 2023
|
626 Financial, LLC
|
BUY
|
- |
1+ 0.12% |
$270 - $294
|
836
$365K
|
|
|
Oct 10, 2023
Q3 2023
|
Avondale Wealth Management
|
SELL
|
- |
-76- 36.36% |
$20.5K - $22.3K
|
133
$58.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-199- 19.92% |
$53.6K - $58.4K
|
800
$349K
|
|
|
Oct 10, 2023
Q3 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-9- 0.99% |
$2.43K - $2.64K
|
900
$393K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-63.1K- 25.34% |
$15.3M - $17.9M
|
186K
$81.1M
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
2.15KNew |
$522K - $607K
|
2.15K
$937K
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-5.9K- 52.9% |
$1.43M - $1.67M
|
5.25K
$2.29M
|
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
23New |
$5.59K - $6.51K
|
23
$10K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
100+ 36.5% |
$24.3K - $28.3K
|
374
$163K
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-39.8K- 42.58% |
$9.68M - $11.3M
|
53.7K
$23.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Meridian Management CO
|
SELL
|
- |
-427- 34.74% |
$104K - $121K
|
802
$350K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
778New |
$189K - $220K
|
778
$340K
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
316New |
$76.8K - $89.4K
|
316
$138K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
85New |
$20.7K - $24.1K
|
85
$37.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Hardy Reed LLC
|
SELL
|
- |
-9.97K- 73.57% |
$2.42M - $2.82M
|
3.58K
$1.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
771New |
$187K - $218K
|
771
$337K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1.14K+ 4.03% |
$278K - $324K
|
29.5K
$12.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-15K- 60.0% |
$3.65M - $4.24M
|
10K
$4.37M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
889New |
$216K - $252K
|
889
$388K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-137- 12.85% |
$33.3K - $38.8K
|
929
$406K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-104- 3.27% |
$25.3K - $29.4K
|
3.08K
$1.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
59+ 0.75% |
$14.3K - $16.7K
|
7.9K
$3.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-5.36K- 5.93% |
$1.3M - $1.52M
|
85K
$37.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-65- 1.72% |
$15.8K - $18.4K
|
3.71K
$1.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
121New |
$29.4K - $34.2K
|
121
$52.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-1.13K- 3.02% |
$274K - $319K
|
36.3K
$15.8M
|
|
|
Aug 10, 2023
Q2 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-32- 76.19% |
$7.78K - $9.05K
|
10
$4.37K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
200New |
$48.6K - $56.6K
|
200
$87.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
975+ 9.48% |
$237K - $276K
|
11.3K
$4.91M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
828+ 3.39% |
$201K - $234K
|
25.2K
$11M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-125- 13.81% |
$30.4K - $35.4K
|
780
$341K
|
|