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 |
---|---|---|---|---|---|---|---|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
72+ 10.68% |
$24.6K - $28.2K
|
746
$311K
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
672+ 7.6% |
$229K - $263K
|
9.51K
$3.96M
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
SELL
|
- |
-380- 20.55% |
$130K - $149K
|
1.47K
$612K
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
162+ 2.56% |
$55.3K - $63.5K
|
6.5K
$2.71M
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
3.55K+ 95.32% |
$1.21M - $1.39M
|
7.27K
$3.03M
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
18K+ 31.98% |
$6.14M - $7.05M
|
74.3K
$30.9M
|
|
Oct 30, 2024
Q3 2024
|
Oak Root LLC
Santa Barbara, CA |
SELL
|
- |
-83- 0.25% |
$28.3K - $32.5K
|
33K
$13.7M
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-27- 1.85% |
$9.21K - $10.6K
|
1.43K
$596K
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-145- 0.06% |
$49.5K - $56.8K
|
235K
$98M
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-126- 3.46% |
$43K - $49.4K
|
3.52K
$1.46M
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-66- 0.68% |
$22.5K - $25.9K
|
9.61K
$4M
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.01K+ 11.07% |
$344K - $395K
|
10.1K
$4.21M
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1+ 0.18% |
$341 - $392
|
568
$237K
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-478- 1.0% |
$163K - $187K
|
47.1K
$19.6M
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
4.71K+ 1.23% |
$1.61M - $1.85M
|
388K
$162M
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
2+ 0.24% |
$682 - $784
|
839
$349K
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-87- 2.75% |
$29.7K - $34.1K
|
3.08K
$1.28M
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-33- 1.38% |
$11.3K - $12.9K
|
2.37K
$986K
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-5- 0.05% |
$1.71K - $1.96K
|
10.9K
$4.56M
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
1.43K+ 1.93% |
$487K - $560K
|
75.5K
$31.4M
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
13.1K+ 0.76% |
$4.48M - $5.15M
|
1.73M
$722M
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
36+ 1.98% |
$12.3K - $14.1K
|
1.85K
$772K
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
41+ 3.98% |
$14K - $16.1K
|
1.07K
$446K
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
5+ 0.79% |
$1.71K - $1.96K
|
641
$267K
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-356- 0.93% |
$121K - $140K
|
37.8K
$15.7M
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
20+ 0.79% |
$6.82K - $7.84K
|
2.55K
$1.06M
|
|
Oct 30, 2024
Q3 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
16+ 1.48% |
$5.46K - $6.27K
|
1.1K
$456K
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-46- 1.47% |
$15.7K - $18K
|
3.08K
$1.28M
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
182+ 3.74% |
$62.1K - $71.3K
|
5.05K
$2.1M
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1.08K+ 7.82% |
$367K - $422K
|
14.8K
$6.18M
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-578- 10.89% |
$197K - $227K
|
4.73K
$1.97M
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1.56K+ 2.17% |
$533K - $613K
|
73.7K
$30.7M
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
2.7KNew |
$921K - $1.06M
|
2.7K
$1.12M
|
|
Oct 29, 2024
Q3 2024
|
Kearns & Associates LLC
|
BUY
|
- |
965New |
$329K - $378K
|
965
$402K
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-573- 51.12% |
$195K - $225K
|
548
$228K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.26K- 60.16% |
$428K - $492K
|
831
$346K
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
6+ 0.13% |
$2.05K - $2.35K
|
4.54K
$1.89M
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
124+ 21.57% |
$42.3K - $48.6K
|
699
$291K
|
|
Oct 29, 2024
Q3 2024
|
F
|
SELL
|
- |
-3.73K- 78.53% |
$1.27M - $1.46M
|
1.02K
$425K
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-8.23K- 4.87% |
$2.81M - $3.23M
|
161K
$67M
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
10.7K+ 65.72% |
$3.64M - $4.18M
|
26.9K
$11.2M
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
411+ 3.75% |
$140K - $161K
|
11.4K
$4.73M
|
|
Oct 29, 2024
Q3 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
2.16K+ 254.3% |
$736K - $846K
|
3.01K
$1.25M
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-225- 1.68% |
$76.7K - $88.2K
|
13.2K
$5.49M
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.99K- 21.07% |
$680K - $782K
|
7.47K
$3.11M
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
1.66K+ 8.59% |
$566K - $650K
|
21K
$8.73M
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
545+ 7.3% |
$186K - $214K
|
8.01K
$3.34M
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-65- 6.34% |
$22.2K - $25.5K
|
961
$400K
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-349- 39.48% |
$119K - $137K
|
535
$223K
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
152+ 2.23% |
$51.8K - $59.6K
|
6.98K
$2.91M
|