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 |
---|---|---|---|---|---|---|---|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
21+ 56.76% |
$5.49K - $6.56K
|
58
$24.3K
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-42- 2.57% |
$11K - $13.1K
|
1.59K
$667K
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
600New |
$157K - $187K
|
600
$252K
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
2.55KNew |
$666K - $795K
|
2.55K
$1.07M
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2.1KNew |
$550K - $656K
|
2.1K
$882K
|
|
Feb 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
25New |
$6.54K - $7.8K
|
25
$10.5K
|
|
Feb 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-167- 18.33% |
$43.7K - $52.1K
|
744
$312K
|
|
Feb 01, 2024
Q4 2023
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
897New |
$235K - $280K
|
897
$376K
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-15- 1.19% |
$3.92K - $4.68K
|
1.25K
$523K
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
42New |
$11K - $13.1K
|
42
$17.6K
|
|
Feb 01, 2024
Q4 2023
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
1.14KNew |
$298K - $355K
|
1.14K
$477K
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-274- 14.2% |
$71.7K - $85.5K
|
1.66K
$694K
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-399- 89.06% |
$104K - $125K
|
49
$20.6K
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-28- 15.73% |
$7.32K - $8.74K
|
150
$62.9K
|
|
Jan 30, 2024
Q4 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-10- 1.27% |
$2.62K - $3.12K
|
775
$325K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.98K+ 15.87% |
$779K - $929K
|
21.7K
$9.12M
|
|
Jan 29, 2024
Q4 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
852New |
$223K - $266K
|
852
$357K
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
1+ 0.04% |
$262 - $312
|
2.25K
$943K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.1K+ 5.07% |
$287K - $342K
|
22.7K
$9.53M
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
SELL
|
- |
-84- 4.0% |
$22K - $26.2K
|
2.01K
$845K
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
2+ 0.14% |
$523 - $624
|
1.44K
$605K
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
SELL
|
- |
-93- 7.34% |
$24.3K - $29K
|
1.17K
$492K
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
1.84KNew |
$481K - $575K
|
1.84K
$772K
|
|
Jan 25, 2024
Q4 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
1+ 0.04% |
$262 - $312
|
2.35K
$986K
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-111- 0.91% |
$29K - $34.6K
|
12.1K
$5.08M
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
9New |
$2.35K - $2.81K
|
9
$3.78K
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
98New |
$25.6K - $30.6K
|
98
$41.1K
|
|
Jan 24, 2024
Q4 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
1+ 0.12% |
$262 - $312
|
834
$350K
|
|
Jan 23, 2024
Q4 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-40- 2.45% |
$10.5K - $12.5K
|
1.59K
$668K
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
28+ 0.57% |
$7.32K - $8.74K
|
4.92K
$2.06M
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
667+ 1.13% |
$174K - $208K
|
59.9K
$25.1M
|
|
Jan 22, 2024
Q4 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
262New |
$68.5K - $81.8K
|
262
$110K
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
689New |
$180K - $215K
|
689
$289K
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-80- 1.42% |
$20.9K - $25K
|
5.57K
$2.33M
|
|
Jan 22, 2024
Q4 2023
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-200- 8.18% |
$52.3K - $62.4K
|
2.24K
$941K
|
|
Jan 22, 2024
Q4 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-689- 22.78% |
$180K - $215K
|
2.34K
$979K
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
749New |
$196K - $234K
|
749
$314K
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
236+ 108.26% |
$61.7K - $73.7K
|
454
$190K
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
44+ 2.38% |
$11.5K - $13.7K
|
1.89K
$793K
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
648New |
$169K - $202K
|
648
$272K
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
680New |
$178K - $212K
|
680
$285K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
401New |
$105K - $125K
|
401
$168K
|
|
Jan 17, 2024
Q4 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
34+ 4.1% |
$8.89K - $10.6K
|
863
$362K
|
|
Jan 17, 2024
Q4 2023
|
Ddd Partners, LLC
|
SELL
|
- |
-8- 0.76% |
$2.09K - $2.5K
|
1.05K
$440K
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
21+ 7.89% |
$5.49K - $6.56K
|
287
$120K
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
47.1K+ 70.49% |
$12.3M - $14.7M
|
114K
$47.7M
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
334+ 42.23% |
$87.4K - $104K
|
1.13K
$472K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
632+ 14.15% |
$165K - $197K
|
5.1K
$2.14M
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
728New |
$190K - $227K
|
728
$305K
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
782New |
$205K - $244K
|
782
$328K
|