Latest Institutional Transactions on Vanguard S&P 500 Growth ETF (VOOG)
This table provides information on the latest institutional transactions involving Vanguard S&P 500 Growth ETF (VOOG) 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 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
36+ 1.73% |
$9.47K - $11K
|
2.12K
$794K
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
33.5KNew |
$8.81M - $10.3M
|
33.5K
$12.5M
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-4- 0.22% |
$1.05K - $1.23K
|
1.79K
$671K
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
4.5KNew |
$1.18M - $1.38M
|
4.5K
$1.68M
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-50- 52.08% |
$13.1K - $15.3K
|
46
$17.2K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
154New |
$40.5K - $47.3K
|
154
$57.6K
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
215New |
$56.5K - $66K
|
215
$80.5K
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
SELL
|
- |
-138- 17.27% |
$36.3K - $42.3K
|
661
$247K
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-50- 5.31% |
$13.1K - $15.3K
|
891
$334K
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
665New |
$175K - $204K
|
665
$249K
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7New |
$1.84K - $2.15K
|
7
$2.62K
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
2+ 12.5% |
$526 - $614
|
18
$6.74K
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
678New |
$178K - $208K
|
678
$254K
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
612New |
$161K - $188K
|
612
$229K
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
15New |
$3.94K - $4.6K
|
15
$5.62K
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
28+ 22.76% |
$7.36K - $8.59K
|
151
$56.5K
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
690New |
$181K - $212K
|
690
$258K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
70+ 28.11% |
$18.4K - $21.5K
|
319
$119K
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
62.2KNew |
$16.4M - $19.1M
|
62.2K
$23.3M
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
50New |
$13.1K - $15.3K
|
50
$18.7K
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
667New |
$175K - $205K
|
667
$250K
|
|
Apr 04, 2024
Q1 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
36+ 4.22% |
$9.47K - $11K
|
890
$333K
|
|
Q4 2023 | |||||||
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-1- 0.12% |
$237 - $272
|
804
$301K
|
|
Aug 01, 2024
Q4 2023
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
1.04KNew |
$247K - $283K
|
1.04K
$389K
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-63- 91.3% |
$14.9K - $17.1K
|
6
$2.25K
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
10New |
$2.37K - $2.72K
|
10
$3.74K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
27New |
$6.41K - $7.35K
|
27
$10.1K
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
750New |
$178K - $204K
|
750
$281K
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
190New |
$45.1K - $51.7K
|
190
$71.1K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
219New |
$52K - $59.6K
|
219
$82K
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
190New |
$45.1K - $51.7K
|
190
$71.1K
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.2KNew |
$284K - $326K
|
1.2K
$449K
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-106- 9.6% |
$25.1K - $28.8K
|
998
$374K
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
777New |
$184K - $211K
|
777
$291K
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
150New |
$35.6K - $40.8K
|
150
$56.2K
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
489+ 170.38% |
$116K - $133K
|
776
$290K
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
7+ 0.83% |
$1.66K - $1.9K
|
852
$319K
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
1.73KNew |
$410K - $470K
|
1.73K
$647K
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-25- 0.5% |
$5.93K - $6.8K
|
4.99K
$1.87M
|
|
Feb 13, 2024
Q4 2023
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-3.07K- 8.84% |
$729K - $836K
|
31.7K
$11.9M
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1K- 55.56% |
$237K - $272K
|
800
$299K
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
58+ 6.67% |
$13.8K - $15.8K
|
928
$347K
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-477- 93.71% |
$113K - $130K
|
32
$12K
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-75- 8.43% |
$17.8K - $20.4K
|
815
$305K
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
188New |
$44.6K - $51.1K
|
188
$70.4K
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
74New |
$17.6K - $20.1K
|
74
$27.7K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.95K+ 1.86% |
$461K - $529K
|
106K
$39.8M
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-494- 31.39% |
$117K - $134K
|
1.08K
$404K
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-807- 35.1% |
$191K - $220K
|
1.49K
$559K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
396New |
$94K - $108K
|
396
$148K
|