Latest Institutional Purchases of Vanguard Growth ETF (VUG)
This list provides information on the latest institutional transactions involving Vanguard Growth ETF (VUG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
764New |
$206K - $224K
|
764
$311K
|
|
Oct 19, 2023
Q3 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
736New |
$198K - $216K
|
736
$300K
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
BUY
|
- |
465+ 21.81% |
$125K - $136K
|
2.6K
$1.06M
|
|
Oct 23, 2023
Q3 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
386+ 31.8% |
$104K - $113K
|
1.6K
$652K
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
324New |
$87.3K - $95.1K
|
324
$132K
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
314New |
$84.6K - $92.2K
|
314
$128K
|
|
Oct 11, 2023
Q3 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
291+ 14.5% |
$78.4K - $85.4K
|
2.3K
$936K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
290+ 3.79% |
$78.2K - $85.1K
|
7.93K
$3.23M
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
226New |
$60.9K - $66.3K
|
226
$92.1K
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
196+ 1633.33% |
$52.8K - $57.5K
|
208
$84.7K
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
186New |
$50.1K - $54.6K
|
186
$75.8K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
140New |
$37.7K - $41.1K
|
140
$57K
|
|
Oct 19, 2023
Q3 2023
|
Retireful, LLC
|
BUY
|
- |
140+ 5.62% |
$37.7K - $41.1K
|
2.63K
$1.07M
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
136New |
$36.7K - $39.9K
|
136
$55.4K
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
127New |
$34.2K - $37.3K
|
127
$51.7K
|
|
Nov 09, 2023
Q3 2023
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
100New |
$27K - $29.4K
|
100
$40.7K
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
70New |
$18.9K - $20.5K
|
70
$28.5K
|
|
Nov 13, 2023
Q3 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
32New |
$8.63K - $9.39K
|
32
$13K
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
23+ 69.7% |
$6.2K - $6.75K
|
56
$22.8K
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
21+ 4.61% |
$5.66K - $6.16K
|
477
$194K
|
|
Oct 18, 2023
Q3 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
21+ 17.21% |
$5.66K - $6.16K
|
143
$58.2K
|
|
Oct 31, 2023
Q3 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
18+ 1.07% |
$4.85K - $5.28K
|
1.7K
$693K
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
15New |
$4.04K - $4.4K
|
15
$6.11K
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
11+ 0.06% |
$2.97K - $3.23K
|
19.6K
$7.97M
|
|
Oct 23, 2023
Q3 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
5+ 5.88% |
$1.35K - $1.47K
|
90
$36.7K
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
3+ 0.07% |
$809 - $881
|
4.27K
$1.74M
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2+ 3.51% |
$539 - $587
|
59
$24K
|
|
Oct 11, 2023
Q3 2023
|
626 Financial, LLC
|
BUY
|
- |
1+ 0.12% |
$270 - $294
|
836
$341K
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2023 | |||||||
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
10.2KNew |
$2.49M - $2.9M
|
10.2K
$4.17M
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
10.2KNew |
$2.49M - $2.9M
|
10.2K
$4.17M
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
9.42K+ 204.81% |
$2.29M - $2.66M
|
14K
$5.71M
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
7.79KNew |
$1.89M - $2.2M
|
7.79K
$3.17M
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
5.12K+ 39.64% |
$1.25M - $1.45M
|
18.1K
$7.35M
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.55K+ 98.55% |
$1.11M - $1.29M
|
9.17K
$3.73M
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
3.22KNew |
$782K - $910K
|
3.22K
$1.31M
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
2.15KNew |
$522K - $607K
|
2.15K
$874K
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.65K+ 33.4% |
$401K - $467K
|
6.59K
$2.68M
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1.14K+ 4.03% |
$278K - $324K
|
29.5K
$12M
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
975+ 9.48% |
$237K - $276K
|
11.3K
$4.58M
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
957New |
$233K - $271K
|
957
$390K
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
889New |
$216K - $252K
|
889
$362K
|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
866New |
$210K - $245K
|
866
$353K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
828+ 3.39% |
$201K - $234K
|
25.2K
$10.3M
|
|
Jul 17, 2023
Q2 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
823New |
$200K - $233K
|
823
$335K
|
|
Jul 11, 2023
Q2 2023
|
Divergent Planning, LLC
|
BUY
|
- |
790New |
$192K - $224K
|
790
$322K
|
|
Aug 03, 2023
Q2 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
780New |
$190K - $221K
|
780
$318K
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
778New |
$189K - $220K
|
778
$317K
|
|
Jul 12, 2023
Q2 2023
|
First Bank & Trust
|
BUY
|
- |
776New |
$189K - $220K
|
776
$316K
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
771New |
$187K - $218K
|
771
$314K
|