A detailed history of Cbiz Investment Advisory Services, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Cbiz Investment Advisory Services, LLC holds 858,940 shares of VUG stock, worth $337 Million. This represents 17.8% of its overall portfolio holdings.

Number of Shares
858,940
Previous 666,411 28.89%
Holding current value
$337 Million
Previous $229 Million 40.05%
% of portfolio
17.8%
Previous 15.98%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$322.46 - $377.11 $62.1 Million - $72.6 Million
192,529 Added 28.89%
858,940 $321 Million
Q1 2024

May 13, 2024

BUY
$301.05 - $346.61 $848,057 - $976,400
2,817 Added 0.42%
666,411 $229 Million
Q4 2023

Feb 09, 2024

SELL
$261.54 - $312.16 $2.01 Million - $2.4 Million
-7,680 Reduced 1.14%
663,594 $206 Million
Q3 2023

Nov 03, 2023

SELL
$269.56 - $293.5 $31.5 Million - $34.3 Million
-116,751 Reduced 14.82%
671,274 $183 Million
Q2 2023

Aug 08, 2023

SELL
$243.06 - $282.96 $17.3 Million - $20.1 Million
-71,138 Reduced 8.28%
788,025 $223 Million
Q1 2023

May 09, 2023

BUY
$209.25 - $249.44 $173 Million - $206 Million
825,816 Added 2476.43%
859,163 $214 Million
Q4 2022

Feb 01, 2023

BUY
$208.44 - $233.81 $6.95 Million - $7.8 Million
33,347 New
33,347 $7.11 Million
Q3 2022

Nov 01, 2022

SELL
$213.95 - $266.28 $158 Million - $197 Million
-740,734 Closed
0 $4.57 Million
Q2 2022

Aug 02, 2022

BUY
$214.97 - $293.87 $159 Million - $218 Million
740,734 New
740,734 $165 Million
Q1 2022

May 03, 2022

SELL
$254.37 - $323.09 $166 Million - $211 Million
-652,550 Closed
0 $0
Q4 2021

Feb 11, 2022

SELL
$287.0 - $325.67 $2.5 Million - $2.84 Million
-8,711 Reduced 1.32%
652,550 $209 Million
Q3 2021

Nov 12, 2021

SELL
$286.49 - $308.98 $2.77 Million - $2.98 Million
-9,654 Reduced 1.44%
661,261 $192 Million
Q2 2021

Aug 16, 2021

SELL
$257.69 - $287.23 $9.33 Million - $10.4 Million
-36,195 Reduced 5.12%
670,915 $192 Million
Q1 2021

May 17, 2021

BUY
$243.15 - $268.9 $2.19 Million - $2.42 Million
9,008 Added 1.29%
707,110 $182 Million
Q4 2020

Feb 16, 2021

SELL
$220.77 - $253.46 $4.73 Million - $5.43 Million
-21,407 Reduced 2.98%
698,102 $177 Million
Q3 2020

Nov 13, 2020

SELL
$204.41 - $245.48 $17.5 Million - $21 Million
-85,414 Reduced 10.61%
719,509 $164 Million
Q2 2020

Aug 14, 2020

SELL
$149.64 - $204.01 $1.51 Million - $2.05 Million
-10,066 Reduced 1.24%
804,923 $163 Million
Q1 2020

May 15, 2020

BUY
$137.53 - $201.6 $1.88 Million - $2.76 Million
13,666 Added 1.71%
814,989 $128 Million
Q4 2019

Feb 12, 2020

BUY
$161.84 - $183.14 $130 Million - $147 Million
801,323 New
801,323 $151 Million

Others Institutions Holding VUG

About VANGUARD GROWTH ETF


  • Ticker VUG
  • Sector ETFs
  • Industry ETFs
More about VUG
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