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 |
---|---|---|---|---|---|---|---|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
48New |
$10.9K - $12.2K
|
48
$18K
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
816New |
$186K - $207K
|
816
$305K
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
3K+ 319.83% |
$684K - $762K
|
3.94K
$1.47M
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
10New |
$2.28K - $2.54K
|
10
$3.74K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-50- 38.17% |
$11.4K - $12.7K
|
81
$30.3K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-90- 2.88% |
$20.5K - $22.9K
|
3.03K
$1.13M
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-15- 1.45% |
$3.42K - $3.81K
|
1.02K
$383K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
10New |
$2.28K - $2.54K
|
10
$3.74K
|
|
Q1 2023 | |||||||
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-950- 43.78% |
$196K - $219K
|
1.22K
$457K
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
895New |
$185K - $206K
|
895
$335K
|
|
May 12, 2023
Q1 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
1.37KNew |
$284K - $316K
|
1.37K
$514K
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-175- 18.88% |
$36.1K - $40.3K
|
752
$282K
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
3+ 37.5% |
$620 - $691
|
11
$4.12K
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-5.49K- 81.47% |
$1.13M - $1.27M
|
1.25K
$468K
|
|
May 09, 2023
Q1 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
918New |
$190K - $212K
|
918
$344K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
20+ 20.0% |
$4.13K - $4.61K
|
120
$44.9K
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-5.63K- 75.29% |
$1.16M - $1.3M
|
1.85K
$692K
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-60- 88.24% |
$12.4K - $13.8K
|
8
$2.99K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
318New |
$65.7K - $73.3K
|
318
$119K
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
50New |
$10.3K - $11.5K
|
50
$18.7K
|
|
Apr 19, 2023
Q1 2023
|
Hoertkorn Richard Charles
|
BUY
|
- |
534New |
$110K - $123K
|
534
$200K
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
367New |
$75.8K - $84.6K
|
367
$137K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2New |
$413 - $461
|
2
$749
|
|
Q4 2022 | |||||||
Dec 12, 2024
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
200New |
$40.9K - $45.9K
|
200
$74.9K
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-183- 46.1% |
$37.4K - $42K
|
214
$80.1K
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
53New |
$10.8K - $12.2K
|
53
$19.8K
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
4+ 50.0% |
$818 - $917
|
12
$4.49K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-4- 0.16% |
$818 - $917
|
2.42K
$907K
|
|
Feb 14, 2023
Q4 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
91.8KNew |
$18.8M - $21.1M
|
91.8K
$34.4M
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
250+ 13.16% |
$51.1K - $57.3K
|
2.15K
$805K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.86KNew |
$380K - $426K
|
1.86K
$696K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
372New |
$76.1K - $85.3K
|
372
$139K
|
|
Feb 14, 2023
Q4 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
29+ 1.82% |
$5.93K - $6.65K
|
1.62K
$607K
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.1KNew |
$838K - $940K
|
4.1K
$1.53M
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.6KNew |
$2.17M - $2.43M
|
10.6K
$3.97M
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-907- 87.13% |
$186K - $208K
|
134
$50.2K
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
41+ 23.56% |
$8.39K - $9.4K
|
215
$80.5K
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
7.62KNew |
$1.56M - $1.75M
|
7.62K
$2.85M
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
BUY
|
- |
1.55KNew |
$316K - $354K
|
1.55K
$578K
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
35New |
$7.16K - $8.03K
|
35
$13.1K
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
3.08KNew |
$630K - $706K
|
3.08K
$1.15M
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
1.05KNew |
$215K - $241K
|
1.05K
$393K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.47% |
$205 - $229
|
216
$80.9K
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
1.06KNew |
$216K - $242K
|
1.06K
$396K
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-47- 4.59% |
$9.61K - $10.8K
|
976
$365K
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
201New |
$41.1K - $46.1K
|
201
$75.2K
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
1.03KNew |
$210K - $235K
|
1.03K
$384K
|
|
Jan 26, 2023
Q4 2022
|
Barnett & Company, Inc.
|
BUY
|
- |
1.46KNew |
$298K - $334K
|
1.46K
$545K
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-10- 0.59% |
$2.05K - $2.29K
|
1.68K
$627K
|
|
Jan 25, 2023
Q4 2022
|
Parker Investment Management, LLC
|
SELL
|
- |
-178- 12.17% |
$36.4K - $40.8K
|
1.29K
$481K
|