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 |
---|---|---|---|---|---|---|---|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
206+ 1584.62% |
$42.1K - $47.2K
|
219
$82K
|
|
Jan 19, 2023
Q4 2022
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.6KNew |
$327K - $367K
|
1.6K
$599K
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
20.1KNew |
$4.11M - $4.61M
|
20.1K
$7.53M
|
|
Jan 18, 2023
Q4 2022
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-1.91K- 53.15% |
$390K - $437K
|
1.68K
$629K
|
|
Jan 18, 2023
Q4 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
2.63KNew |
$538K - $603K
|
2.63K
$985K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
180New |
$36.8K - $41.3K
|
180
$67.4K
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
28New |
$5.73K - $6.42K
|
28
$10.5K
|
|
Jan 12, 2023
Q4 2022
|
Schwab Charitable Fund
|
BUY
|
- |
1.52KNew |
$311K - $349K
|
1.52K
$570K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
136New |
$27.8K - $31.2K
|
136
$50.9K
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
SELL
|
- |
-9- 0.66% |
$1.84K - $2.06K
|
1.35K
$505K
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-183- 46.1% |
$37.4K - $42K
|
214
$80.1K
|
|
Q3 2022 | |||||||
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-128Closed |
$26.7K - $33K
|
0
$0
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-82- 14.67% |
$17.1K - $21.1K
|
477
$179K
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.84KNew |
$385K - $475K
|
1.84K
$690K
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
112+ 29.63% |
$23.4K - $28.9K
|
490
$183K
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
384K+ 152.78% |
$80.1M - $99M
|
636K
$238M
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
250+ 4.24% |
$52.1K - $64.4K
|
6.15K
$2.3M
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
171New |
$35.7K - $44.1K
|
171
$64K
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.28KNew |
$476K - $588K
|
2.28K
$854K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-50- 0.07% |
$10.4K - $12.9K
|
74.5K
$27.9M
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-2.52K- 61.89% |
$525K - $649K
|
1.55K
$580K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
491New |
$102K - $127K
|
491
$184K
|
|
Nov 03, 2022
Q3 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
100+ 6.94% |
$20.9K - $25.8K
|
1.54K
$577K
|
|
Nov 02, 2022
Q3 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
1+ 0.08% |
$209 - $258
|
1.24K
$465K
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-9- 0.55% |
$1.88K - $2.32K
|
1.62K
$605K
|
|
Oct 31, 2022
Q3 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-2.01K- 36.99% |
$420K - $518K
|
3.43K
$1.28M
|
|
Oct 26, 2022
Q3 2022
|
Kwmg, LLC
|
SELL
|
- |
-69- 5.38% |
$14.4K - $17.8K
|
1.21K
$454K
|
|
Oct 19, 2022
Q3 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
700New |
$146K - $180K
|
700
$262K
|
|
Oct 18, 2022
Q3 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-550- 9.68% |
$115K - $142K
|
5.13K
$1.92M
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
259New |
$54K - $66.7K
|
259
$97K
|
|
Q2 2022 | |||||||
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
178New |
$37.4K - $49.9K
|
178
$66.6K
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-152Closed |
$31.9K - $42.6K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-240Closed |
$50.4K - $67.3K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-840Closed |
$176K - $236K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-94Closed |
$19.7K - $26.4K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
SELL
|
- |
-59.2KClosed |
$12.4M - $16.6M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.15KClosed |
$241K - $322K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-31Closed |
$6.51K - $8.7K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-163- 5.11% |
$34.2K - $45.7K
|
3.03K
$1.13M
|
|
Aug 09, 2022
Q2 2022
|
Forte Capital LLC
|
SELL
|
- |
-290- 4.31% |
$60.9K - $81.4K
|
6.44K
$2.41M
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-249- 10.6% |
$52.3K - $69.9K
|
2.1K
$786K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
359New |
$75.4K - $101K
|
359
$134K
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-888Closed |
$186K - $249K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
235New |
$49.3K - $65.9K
|
235
$88K
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
114+ 12.04% |
$23.9K - $32K
|
1.06K
$397K
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-5.68KClosed |
$1.19M - $1.59M
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-44- 26.35% |
$9.24K - $12.3K
|
123
$46K
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
20New |
$4.2K - $5.61K
|
20
$7.49K
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
65+ 11.82% |
$13.6K - $18.2K
|
615
$230K
|