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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
655+ 3275.0% |
$137K - $163K
|
675
$288K
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-81- 46.02% |
$16.9K - $20.2K
|
95
$40.5K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
367+ 18.3% |
$76.8K - $91.5K
|
2.37K
$1.01M
|
|
|
May 03, 2023
Q1 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-84- 7.18% |
$17.6K - $21K
|
1.09K
$463K
|
|
|
May 03, 2023
Q1 2023
|
Fithian, LLC
New York, NY |
BUY
|
- |
816New |
$171K - $204K
|
816
$348K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-58- 0.62% |
$12.1K - $14.5K
|
9.31K
$3.97M
|
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
140+ 13.5% |
$29.3K - $34.9K
|
1.18K
$502K
|
|
|
May 01, 2023
Q1 2023
|
Centric Wealth Management
|
BUY
|
- |
867New |
$181K - $216K
|
867
$370K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-78- 2.92% |
$16.3K - $19.5K
|
2.6K
$1.11M
|
|
|
Apr 27, 2023
Q1 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
19.1KNew |
$3.99M - $4.76M
|
19.1K
$8.13M
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
50New |
$10.5K - $12.5K
|
50
$21.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1.04KNew |
$218K - $260K
|
1.04K
$444K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
300New |
$62.8K - $74.8K
|
300
$128K
|
|
|
Apr 20, 2023
Q1 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
6.71K+ 106.91% |
$1.4M - $1.67M
|
13K
$5.54M
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
2.53K+ 45.05% |
$529K - $631K
|
8.14K
$3.47M
|
|
|
Apr 20, 2023
Q1 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
810New |
$169K - $202K
|
810
$345K
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-417- 23.83% |
$87.3K - $104K
|
1.33K
$568K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
16New |
$3.35K - $3.99K
|
16
$6.82K
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
873New |
$183K - $218K
|
873
$372K
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
BUY
|
- |
94New |
$19.7K - $23.4K
|
94
$40.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-2.2K- 65.03% |
$460K - $549K
|
1.18K
$504K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
800New |
$167K - $200K
|
800
$341K
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-658- 4.26% |
$138K - $164K
|
14.8K
$6.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-796- 40.51% |
$167K - $199K
|
1.17K
$498K
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
116KNew |
$24.3M - $29M
|
116K
$49.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
70+ 4.69% |
$14.6K - $17.5K
|
1.56K
$666K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
796+ 22.64% |
$167K - $199K
|
4.31K
$1.84M
|
|
|
Apr 10, 2023
Q1 2023
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-94- 9.51% |
$19.7K - $23.4K
|
894
$381K
|
|
| Q4 2022 | |||||||
|
Jun 25, 2024
Q4 2022
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
990New |
$206K - $231K
|
990
$422K
|
|
|
Feb 06, 2024
Q4 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
27.7KNew |
$5.78M - $6.48M
|
27.7K
$11.8M
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
202New |
$42.1K - $47.2K
|
202
$86.1K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
57New |
$11.9K - $13.3K
|
57
$24.3K
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
553New |
$115K - $129K
|
553
$236K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
31.7KNew |
$6.61M - $7.41M
|
31.7K
$13.5M
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
151New |
$31.5K - $35.3K
|
151
$64.4K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
189New |
$39.4K - $44.2K
|
189
$80.6K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
103New |
$21.5K - $24.1K
|
103
$43.9K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
8.4K+ 36.04% |
$1.75M - $1.96M
|
31.7K
$13.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
18+ 0.01% |
$3.75K - $4.21K
|
232K
$98.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
1.08KNew |
$224K - $252K
|
1.08K
$459K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-104- 2.19% |
$21.7K - $24.3K
|
4.64K
$1.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.35MNew |
$490M - $549M
|
2.35M
$1B
|
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
28.7KNew |
$5.98M - $6.71M
|
28.7K
$12.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
56New |
$11.7K - $13.1K
|
56
$23.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
SELL
|
- |
-11- 0.59% |
$2.29K - $2.57K
|
1.86K
$791K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
2.07K+ 16.85% |
$430K - $483K
|
14.3K
$6.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
179New |
$37.3K - $41.9K
|
179
$76.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
293New |
$61.1K - $68.5K
|
293
$125K
|
|
|
Feb 13, 2023
Q4 2022
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
1.47KNew |
$307K - $344K
|
1.47K
$628K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
4.79K+ 249.3% |
$999K - $1.12M
|
6.72K
$2.86M
|
|