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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-14.7K- 7.5% |
$5.02M - $5.77M
|
182K
$75M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.61K- 1.55% |
$548K - $630K
|
102K
$42.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
132+ 5.18% |
$45K - $51.7K
|
2.68K
$1.11M
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-145- 11.28% |
$49.5K - $56.8K
|
1.14K
$471K
|
|
|
Nov 01, 2024
Q3 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
39+ 0.23% |
$13.3K - $15.3K
|
17K
$7.02M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.79K- 5.78% |
$612K - $703K
|
29.2K
$12.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-184- 3.23% |
$62.8K - $72.1K
|
5.51K
$2.28M
|
|
|
Nov 01, 2024
Q3 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
837New |
$285K - $328K
|
837
$346K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-386- 11.11% |
$132K - $151K
|
3.09K
$1.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-3.29K- 0.62% |
$1.12M - $1.29M
|
528K
$218M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
171+ 0.76% |
$58.3K - $67K
|
22.8K
$9.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-120- 12.55% |
$40.9K - $47K
|
836
$345K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-36- 1.04% |
$12.3K - $14.1K
|
3.44K
$1.42M
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
834+ 50.36% |
$284K - $327K
|
2.49K
$1.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-103- 8.19% |
$35.1K - $40.4K
|
1.15K
$477K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
426+ 19.94% |
$145K - $167K
|
2.56K
$1.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.09K- 8.17% |
$370K - $425K
|
12.2K
$5.04M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-431K- 98.72% |
$147M - $169M
|
5.6K
$2.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-3.84K- 3.23% |
$1.31M - $1.5M
|
115K
$47.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
493+ 44.02% |
$168K - $193K
|
1.61K
$666K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
272+ 13.96% |
$92.8K - $107K
|
2.22K
$917K
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
3.13KNew |
$1.07M - $1.23M
|
3.13K
$1.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.17K- 6.37% |
$400K - $460K
|
17.3K
$7.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
528New |
$180K - $207K
|
528
$218K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
3.69K+ 11.47% |
$1.26M - $1.45M
|
35.9K
$14.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
16.4K+ 1.65% |
$5.59M - $6.43M
|
1.01M
$417M
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
20+ 1.01% |
$6.82K - $7.84K
|
2.01K
$829K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
992+ 44.03% |
$338K - $389K
|
3.25K
$1.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
655+ 4.01% |
$223K - $257K
|
17K
$7.02M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-980- 3.67% |
$334K - $384K
|
25.7K
$10.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-11- 0.51% |
$3.75K - $4.31K
|
2.14K
$884K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
261+ 2.22% |
$89K - $102K
|
12K
$4.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.08K+ 1.16% |
$370K - $425K
|
94.6K
$39.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-248- 5.52% |
$84.6K - $97.2K
|
4.24K
$1.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-500- 34.48% |
$171K - $196K
|
950
$392K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
3.69K+ 42.57% |
$1.26M - $1.45M
|
12.4K
$5.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
637New |
$217K - $250K
|
637
$263K
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-145- 14.62% |
$49.5K - $56.8K
|
847
$350K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-2.25K- 17.86% |
$768K - $882K
|
10.4K
$4.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.34% |
$341 - $392
|
299
$124K
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-159- 6.05% |
$54.2K - $62.3K
|
2.47K
$1.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
513+ 22.89% |
$175K - $201K
|
2.75K
$1.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1.99K+ 38.75% |
$677K - $778K
|
7.11K
$2.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
9+ 0.7% |
$3.07K - $3.53K
|
1.3K
$535K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.16K- 1.17% |
$1.42M - $1.63M
|
353K
$146M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
104+ 2.78% |
$35.5K - $40.8K
|
3.85K
$1.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-67- 0.46% |
$22.9K - $26.3K
|
14.5K
$5.98M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
381+ 6.85% |
$130K - $149K
|
5.94K
$2.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
144+ 5.73% |
$49.1K - $56.4K
|
2.66K
$1.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.3K+ 157.06% |
$786K - $903K
|
3.77K
$1.56M
|