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 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
227K+ 18.76% |
$83.7M - $97M
|
1.44M
$593M
|
|
May 14, 2025
Q1 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
1.78K+ 2.95% |
$657K - $761K
|
62.1K
$25.6M
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
52+ 577.78% |
$19.2K - $22.2K
|
61
$25.2K
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-687- 2.53% |
$254K - $294K
|
26.4K
$10.9M
|
|
May 14, 2025
Q1 2025
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
2+ 0.14% |
$738 - $855
|
1.45K
$600K
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
3+ 0.24% |
$1.11K - $1.28K
|
1.25K
$514K
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-134- 0.8% |
$49.5K - $57.3K
|
16.7K
$6.91M
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
733+ 51.08% |
$271K - $313K
|
2.17K
$896K
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-546- 21.87% |
$202K - $233K
|
1.95K
$806K
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1.92K- 8.49% |
$708K - $821K
|
20.7K
$8.54M
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
BUY
|
- |
84+ 17.04% |
$31K - $35.9K
|
577
$238K
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-14- 1.15% |
$5.17K - $5.99K
|
1.2K
$496K
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-756- 2.44% |
$279K - $323K
|
30.3K
$12.5M
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
330+ 18.43% |
$122K - $141K
|
2.12K
$876K
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-16.1K- 23.96% |
$5.95M - $6.89M
|
51.2K
$21.1M
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
45+ 4.41% |
$16.6K - $19.2K
|
1.07K
$440K
|
|
May 13, 2025
Q1 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
788+ 6.31% |
$291K - $337K
|
13.3K
$5.48M
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
125+ 3.8% |
$46.1K - $53.5K
|
3.42K
$1.41M
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-63.1K- 47.72% |
$23.3M - $27M
|
69.1K
$28.5M
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-50.2K- 32.71% |
$18.5M - $21.4M
|
103K
$42.6M
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
108+ 20.11% |
$39.9K - $46.2K
|
645
$266K
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-17K- 10.51% |
$6.29M - $7.29M
|
145K
$59.9M
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-24- 1.18% |
$8.86K - $10.3K
|
2.02K
$833K
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-470- 8.07% |
$173K - $201K
|
5.35K
$2.21M
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.73K+ 2.25% |
$1.01M - $1.17M
|
124K
$51.2M
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-868- 15.51% |
$320K - $371K
|
4.73K
$1.95M
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
43.9K+ 97.09% |
$16.2M - $18.8M
|
89.2K
$36.8M
|
|
May 13, 2025
Q1 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
6.17K+ 1.24% |
$2.28M - $2.64M
|
504K
$208M
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
120New |
$44.3K - $51.3K
|
120
$49.6K
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-908- 48.43% |
$335K - $388K
|
967
$400K
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-669- 0.75% |
$247K - $286K
|
88.1K
$36.4M
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
51+ 1.62% |
$18.8K - $21.8K
|
3.2K
$1.32M
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
239+ 9.79% |
$88.2K - $102K
|
2.68K
$1.11M
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
611+ 17.81% |
$226K - $261K
|
4.04K
$1.67M
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-154- 9.51% |
$56.8K - $65.9K
|
1.47K
$605K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.1K+ 1.27% |
$775K - $898K
|
167K
$69.1M
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-921- 2.45% |
$340K - $394K
|
36.7K
$15.2M
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
313+ 5.78% |
$116K - $134K
|
5.73K
$2.37M
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-18.8K- 5.67% |
$6.94M - $8.04M
|
313K
$129M
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.74K+ 26.84% |
$1.38M - $1.6M
|
17.7K
$7.31M
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
34+ 3.2% |
$12.5K - $14.5K
|
1.1K
$454K
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-135- 15.57% |
$49.8K - $57.7K
|
732
$302K
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-16.9K- 1.09% |
$6.23M - $7.22M
|
1.53M
$631M
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
1.1K+ 9.91% |
$406K - $470K
|
12.2K
$5.04M
|
|
May 13, 2025
Q1 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
404+ 0.69% |
$149K - $173K
|
59.2K
$24.5M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-70.6K- 1.77% |
$26.1M - $30.2M
|
3.92M
$1.62B
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-2.47K- 42.87% |
$913K - $1.06M
|
3.3K
$1.36M
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
1+ 0.05% |
$369 - $428
|
1.84K
$761K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-11.9K- 3.87% |
$4.4M - $5.1M
|
296K
$122M
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.91K+ 43.8% |
$706K - $818K
|
6.28K
$2.59M
|