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 |
---|---|---|---|---|---|---|---|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
581+ 12.81% |
$214K - $248K
|
5.12K
$2.11M
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
575+ 3.87% |
$212K - $246K
|
15.4K
$6.38M
|
|
May 15, 2025
Q1 2025
|
5th Street Advisors, LLC
|
BUY
|
- |
569New |
$210K - $243K
|
569
$235K
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
569New |
$210K - $243K
|
569
$235K
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
568New |
$210K - $243K
|
568
$235K
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
565+ 32.85% |
$209K - $242K
|
2.29K
$944K
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
562New |
$207K - $240K
|
562
$232K
|
|
May 13, 2025
Q1 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
562+ 2.25% |
$207K - $240K
|
25.5K
$10.6M
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
559+ 7.28% |
$206K - $239K
|
8.24K
$3.4M
|
|
Apr 30, 2025
Q1 2025
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
558+ 1.86% |
$206K - $239K
|
30.6K
$12.7M
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
555+ 7.24% |
$205K - $237K
|
8.22K
$3.4M
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
546+ 3.08% |
$202K - $233K
|
18.3K
$7.55M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
546+ 13.02% |
$202K - $233K
|
4.74K
$1.96M
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
543+ 12.99% |
$200K - $232K
|
4.72K
$1.95M
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
542+ 31.57% |
$200K - $232K
|
2.26K
$933K
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
541+ 40.37% |
$200K - $231K
|
1.88K
$777K
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
535+ 3.0% |
$197K - $229K
|
18.4K
$7.58M
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
532+ 31.18% |
$196K - $227K
|
2.24K
$925K
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
529+ 0.19% |
$195K - $226K
|
283K
$117M
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
528New |
$195K - $226K
|
528
$218K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
527+ 3.39% |
$195K - $225K
|
16.1K
$6.65M
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
513+ 6.15% |
$189K - $219K
|
8.85K
$3.66M
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
511+ 63.48% |
$189K - $219K
|
1.32K
$544K
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
510+ 4.4% |
$188K - $218K
|
12.1K
$5M
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
504+ 37.95% |
$186K - $216K
|
1.83K
$757K
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
502+ 5.2% |
$185K - $215K
|
10.2K
$4.2M
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
497+ 19.17% |
$183K - $213K
|
3.09K
$1.28M
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
496+ 0.98% |
$183K - $212K
|
51.3K
$21.2M
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
491+ 14.9% |
$181K - $210K
|
3.79K
$1.56M
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
490+ 6.49% |
$181K - $210K
|
8.04K
$3.32M
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
487+ 7.0% |
$180K - $208K
|
7.44K
$3.07M
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
BUY
|
- |
487+ 0.73% |
$180K - $208K
|
67K
$27.7M
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
485+ 14.24% |
$179K - $207K
|
3.89K
$1.61M
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
484+ 0.49% |
$179K - $207K
|
100K
$41.4M
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
472+ 52.8% |
$174K - $202K
|
1.37K
$564K
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
467+ 1.54% |
$172K - $200K
|
30.9K
$12.8M
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
463+ 1.03% |
$171K - $198K
|
45.5K
$18.8M
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
456+ 5.21% |
$168K - $195K
|
9.2K
$3.8M
|
|
May 13, 2025
Q1 2025
|
Lincoln Capital LLC
|
BUY
|
- |
456+ 15.63% |
$168K - $195K
|
3.37K
$1.39M
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
450+ 221.67% |
$166K - $192K
|
653
$270K
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
448+ 4.46% |
$165K - $192K
|
10.5K
$4.33M
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
447+ 20.98% |
$165K - $191K
|
2.58K
$1.07M
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
440+ 72.25% |
$162K - $188K
|
1.05K
$433K
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
429+ 11.65% |
$158K - $183K
|
4.11K
$1.7M
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
426New |
$157K - $182K
|
426
$176K
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
426+ 20.75% |
$157K - $182K
|
2.48K
$1.02M
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
424+ 0.55% |
$156K - $181K
|
77.8K
$32.1M
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
423+ 4.34% |
$156K - $181K
|
10.2K
$4.2M
|
|
May 19, 2025
Q1 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
420+ 51.66% |
$155K - $180K
|
1.23K
$509K
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
419+ 2.11% |
$155K - $179K
|
20.3K
$8.4M
|