Institutional Ownership Vanguard Growth ETF (VUG)
This table provides information about the institutional ownership of Vanguard Growth ETF (VUG). We have compiled data on the 2,449 institutions that hold shares in the stock, with a total of 248 Million shares, which have been reported (via 13F filing form) to have a value of $104 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
86,258
shares
|
$36.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Gen Wealth Group, Inc.
|
Jan 15, 2025 Q4 2024 |
85,659
shares
|
$35.9 Million
8.07% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Newton One Investments LLC
|
Jan 24, 2025 Q4 2024 |
85,379
shares
|
$35.8 Million
13.51% of portfolio
|
Q4 2024
Added 23.36%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
85,001
shares
|
$35.6 Million
0.39% of portfolio
|
Q2 2023
Reduced 5.93%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
84,640
shares
|
$35.5 Million
4.32% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
83,916
shares
|
$35.2 Million
5.22% of portfolio
|
Q3 2023
Added 80.61%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
83,817
shares
|
$35.2 Million
8.12% of portfolio
|
Q1 2023
Added 0.07%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Oct 18, 2024 Q3 2024 |
83,487
shares
|
$35 Million
23.76% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
82,708
shares
|
$34.7 Million
5.47% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
81,523
shares
|
$34.2 Million
2.14% of portfolio
|
Q4 2024
Added 17.2%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
81,282
shares
|
$34.1 Million
3.13% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
81,195
shares
|
$34.1 Million
1.13% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
81,041
shares
|
$34 Million
3.14% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Berkshire Money Management, Inc.
|
Jan 27, 2025 Q4 2024 |
80,115
shares
|
$33.6 Million
3.93% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
80,068
shares
|
$33.6 Million
16.13% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
79,650
shares
|
$33.4 Million
4.22% of portfolio
|
Q3 2024
Added 9.07%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 15, 2025 Q4 2024 |
79,164
shares
|
$33.2 Million
11.13% of portfolio
|
Q4 2024
Added 4.67%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
79,135
shares
|
$33.2 Million
0.87% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Dougherty Wealth Advisers LLC
|
Jan 24, 2025 Q4 2024 |
78,751
shares
|
$33 Million
25.18% of portfolio
|
Q4 2024
Reduced 14.77%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
78,344
shares
|
$32.9 Million
2.91% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
77,926
shares
|
$32.7 Million
9.08% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
77,696
shares
|
$32.6 Million
6.74% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
77,120
shares
|
$32.3 Million
10.04% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
76,647
shares
|
$32.1 Million
0.58% of portfolio
|
Q3 2024
Added 135.74%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
76,380
shares
|
$32 Million
1.3% of portfolio
|
Q3 2024
Added 20.79%
|