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
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
694+ 110.16% |
$256K - $297K
|
1.32K
$547K
|
|
|
May 12, 2025
Q1 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
686+ 1.15% |
$253K - $293K
|
60.3K
$24.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
674+ 1162.07% |
$249K - $288K
|
732
$302K
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
673+ 49.59% |
$248K - $288K
|
2.03K
$839K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
673+ 138.76% |
$248K - $288K
|
1.16K
$478K
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
669New |
$247K - $286K
|
669
$276K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
667+ 100.15% |
$246K - $285K
|
1.33K
$551K
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
662+ 441.33% |
$244K - $283K
|
812
$335K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
658+ 6.99% |
$243K - $281K
|
10.1K
$4.16M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
656New |
$242K - $281K
|
656
$271K
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
652New |
$241K - $279K
|
652
$269K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
649+ 33.32% |
$240K - $278K
|
2.6K
$1.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
646+ 70.99% |
$238K - $276K
|
1.56K
$643K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
646New |
$238K - $276K
|
646
$267K
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
646+ 11.42% |
$238K - $276K
|
6.3K
$2.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
642+ 7.04% |
$237K - $275K
|
9.76K
$4.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
640+ 65.84% |
$236K - $274K
|
1.61K
$666K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
637+ 16.38% |
$235K - $272K
|
4.53K
$1.87M
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
635+ 2.62% |
$234K - $272K
|
24.8K
$10.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
634+ 3.15% |
$234K - $271K
|
20.8K
$8.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
632+ 98.29% |
$233K - $270K
|
1.28K
$527K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
631+ 7.12% |
$233K - $270K
|
9.49K
$3.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
631+ 1.19% |
$233K - $270K
|
53.7K
$22.2M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
620New |
$229K - $265K
|
620
$256K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
618+ 2.16% |
$228K - $264K
|
29.2K
$12.1M
|
|
|
May 09, 2025
Q1 2025
|
Wells Financial Advisors Inc
|
BUY
|
- |
618+ 3.1% |
$228K - $264K
|
20.5K
$8.49M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
618New |
$228K - $264K
|
618
$255K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
617+ 6.48% |
$228K - $264K
|
10.1K
$4.19M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
617+ 10.47% |
$228K - $264K
|
6.51K
$2.69M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
617+ 9.07% |
$228K - $264K
|
7.42K
$3.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
616+ 50.95% |
$227K - $263K
|
1.83K
$754K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
614+ 0.48% |
$227K - $263K
|
128K
$52.9M
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
611+ 17.81% |
$226K - $261K
|
4.04K
$1.67M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
610+ 5.95% |
$225K - $261K
|
10.9K
$4.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
609New |
$225K - $260K
|
609
$252K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
605New |
$223K - $259K
|
605
$250K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
605+ 14.36% |
$223K - $259K
|
4.82K
$1.99M
|
|
|
Apr 10, 2025
Q1 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
602+ 9.4% |
$222K - $257K
|
7.01K
$2.89M
|
|
|
May 15, 2025
Q1 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
602+ 2.21% |
$222K - $257K
|
27.8K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
595+ 4.25% |
$220K - $254K
|
14.6K
$6.03M
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
594New |
$219K - $254K
|
594
$245K
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
593+ 1.7% |
$219K - $254K
|
35.5K
$14.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
591+ 34.34% |
$218K - $253K
|
2.31K
$955K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
590+ 3.56% |
$218K - $252K
|
17.2K
$7.09M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
587New |
$217K - $251K
|
587
$243K
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
586+ 6.25% |
$216K - $251K
|
9.97K
$4.12M
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
585+ 47.72% |
$216K - $250K
|
1.81K
$748K
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
584New |
$216K - $250K
|
584
$241K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
583New |
$215K - $249K
|
583
$241K
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
581New |
$214K - $248K
|
581
$240K
|