Purchases and Sales Made in Q1 2025 in Vanguard Growth ETF (VUG)
This table provides information about the institutional ownership of Vanguard Growth ETF (VUG) during Q1 2025. The information is specifically focused on institutions that hold shares of VANGUARD GROWTH ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
897+ 2.37% |
$331K - $384K
|
38.7K
$16M
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
BUY
|
- |
895New |
$330K - $383K
|
895
$370K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
892+ 1.61% |
$329K - $381K
|
56.4K
$23.3M
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
891+ 13.88% |
$329K - $381K
|
7.31K
$3.02M
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
876+ 17.43% |
$323K - $375K
|
5.9K
$2.44M
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
874+ 1.89% |
$323K - $374K
|
47K
$19.4M
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
871+ 55.65% |
$321K - $372K
|
2.44K
$1.01M
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
871+ 22.21% |
$321K - $372K
|
4.79K
$1.98M
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
859+ 1.71% |
$317K - $367K
|
51.2K
$21.2M
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
855New |
$316K - $366K
|
855
$353K
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
840+ 81.16% |
$310K - $359K
|
1.88K
$775K
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
840+ 86.33% |
$310K - $359K
|
1.81K
$749K
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
839+ 40.3% |
$310K - $359K
|
2.92K
$1.21M
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
837+ 10.9% |
$309K - $358K
|
8.52K
$3.52M
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
833+ 9.91% |
$307K - $356K
|
9.24K
$3.82M
|
|
Apr 24, 2025
Q1 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
829+ 5.81% |
$306K - $354K
|
15.1K
$6.24M
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
822+ 9.41% |
$303K - $351K
|
9.55K
$3.95M
|
|
May 15, 2025
Q1 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
810+ 5.25% |
$299K - $346K
|
16.3K
$6.71M
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
809+ 0.21% |
$299K - $346K
|
378K
$156M
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
808New |
$298K - $346K
|
808
$334K
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
806+ 25.55% |
$297K - $345K
|
3.96K
$1.64M
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
800New |
$295K - $342K
|
800
$331K
|
|
May 12, 2025
Q1 2025
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
800New |
$295K - $342K
|
800
$331K
|
|
May 13, 2025
Q1 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
788+ 6.31% |
$291K - $337K
|
13.3K
$5.48M
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
787New |
$290K - $337K
|
787
$325K
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
781+ 4.54% |
$288K - $334K
|
18K
$7.43M
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
781+ 9.4% |
$288K - $334K
|
9.09K
$3.75M
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
778New |
$287K - $333K
|
778
$321K
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
776+ 2.1% |
$286K - $332K
|
37.8K
$15.6M
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
766+ 134.62% |
$283K - $328K
|
1.34K
$552K
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
762New |
$281K - $326K
|
762
$315K
|
|
Apr 25, 2025
Q1 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
BUY
|
- |
761New |
$281K - $325K
|
761
$314K
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
754New |
$278K - $322K
|
754
$312K
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
750+ 4.12% |
$277K - $321K
|
18.9K
$7.82M
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
747New |
$276K - $319K
|
747
$309K
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
746New |
$275K - $319K
|
746
$308K
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
741New |
$274K - $317K
|
741
$306K
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
741+ 37.18% |
$274K - $317K
|
2.73K
$1.13M
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
734+ 2.19% |
$271K - $314K
|
34.2K
$14.1M
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
734New |
$271K - $314K
|
734
$303K
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
733+ 51.08% |
$271K - $313K
|
2.17K
$896K
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
731+ 22.14% |
$270K - $313K
|
4.03K
$1.67M
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
725+ 68.79% |
$268K - $310K
|
1.78K
$735K
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
724+ 2.19% |
$267K - $310K
|
33.7K
$13.9M
|
|
May 07, 2025
Q1 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
724New |
$267K - $310K
|
724
$299K
|
|
May 14, 2025
Q1 2025
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
720+ 1.1% |
$266K - $308K
|
66.4K
$27.4M
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
714+ 57.63% |
$264K - $305K
|
1.95K
$807K
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
713New |
$263K - $305K
|
713
$295K
|
|
Apr 17, 2025
Q1 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
698+ 0.75% |
$258K - $298K
|
93.5K
$38.6M
|
|
May 13, 2025
Q1 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
696New |
$257K - $298K
|
696
$288K
|