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 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
37.7K+ 7.54% |
$13.9M - $16.1M
|
537K
$222M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
35.9K+ 3.14% |
$13.2M - $15.3M
|
1.18M
$487M
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
35.3K+ 10.92% |
$13M - $15.1M
|
359K
$148M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
32.7K+ 91.51% |
$12.1M - $14M
|
68.4K
$28.3M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
32.2K+ 2314.9% |
$11.9M - $13.7M
|
33.5K
$13.9M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
30.7K+ 3.79% |
$11.3M - $13.1M
|
840K
$347M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
30.1K+ 56.17% |
$11.1M - $12.9M
|
83.6K
$34.5M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
29.2K+ 13.97% |
$10.8M - $12.5M
|
238K
$98.3M
|
|
|
May 15, 2025
Q1 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
29KNew |
$10.7M - $12.4M
|
29K
$12M
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
BUY
|
- |
28.4K+ 84.87% |
$10.5M - $12.1M
|
61.8K
$25.5M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
27.9K+ 3.25% |
$10.3M - $11.9M
|
887K
$366M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
27.4K+ 14.18% |
$10.1M - $11.7M
|
221K
$91.3M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.3K+ 1.28% |
$9.33M - $10.8M
|
2.01M
$829M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
25.1K+ 3.2% |
$9.25M - $10.7M
|
809K
$334M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
24.5KNew |
$9.06M - $10.5M
|
24.5K
$10.1M
|
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
24.4K+ 3527.27% |
$9.02M - $10.5M
|
25.1K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
24.4KNew |
$9.01M - $10.4M
|
24.4K
$10.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
23.9K+ 10.83% |
$8.84M - $10.2M
|
245K
$101M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23.9K+ 1.35% |
$8.82M - $10.2M
|
1.8M
$742M
|
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
22.8K+ 411.14% |
$8.42M - $9.76M
|
28.4K
$11.7M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
21.6KNew |
$7.95M - $9.21M
|
21.6K
$8.9M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
20.8KNew |
$7.68M - $8.9M
|
20.8K
$8.6M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
20.2K+ 4.59% |
$7.47M - $8.65M
|
461K
$191M
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
18.6K+ 15.8% |
$6.88M - $7.97M
|
137K
$56.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
18.6K+ 43.73% |
$6.87M - $7.96M
|
61.2K
$25.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
18.1K+ 13.91% |
$6.69M - $7.75M
|
148K
$61.3M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
17.7K+ 0.49% |
$6.52M - $7.55M
|
3.62M
$1.5B
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
16.8K+ 172.32% |
$6.21M - $7.2M
|
26.6K
$11M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
16.7K+ 91.0% |
$6.16M - $7.13M
|
35K
$14.5M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
16K+ 38.38% |
$5.89M - $6.82M
|
57.5K
$23.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
15.9K+ 6.76% |
$5.88M - $6.81M
|
252K
$104M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
15.5K+ 3.01% |
$5.73M - $6.63M
|
531K
$219M
|
|
|
Apr 17, 2025
Q1 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
15.1K+ 8.77% |
$5.56M - $6.44M
|
187K
$77.2M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
14.7K+ 3.48% |
$5.41M - $6.27M
|
435K
$180M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
14.5K+ 113.93% |
$5.36M - $6.21M
|
27.3K
$11.3M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
14.5K+ 258.03% |
$5.35M - $6.2M
|
20.1K
$8.31M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
14.3KNew |
$5.27M - $6.1M
|
14.3K
$5.9M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
14.1KNew |
$5.21M - $6.03M
|
14.1K
$5.83M
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
14K+ 20.29% |
$5.15M - $5.97M
|
82.8K
$34.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
13.7K+ 17.49% |
$5.06M - $5.86M
|
92K
$38M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
13.6K+ 22.16% |
$5.02M - $5.82M
|
75K
$31M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
13.6K+ 116.36% |
$5.01M - $5.81M
|
25.2K
$10.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
13.3K+ 29.89% |
$4.9M - $5.68M
|
57.7K
$23.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13.2KNew |
$4.89M - $5.66M
|
13.2K
$5.47M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
13KNew |
$4.81M - $5.57M
|
13K
$5.38M
|
|
|
May 02, 2025
Q1 2025
|
Mtc Wealth Management LLC
|
BUY
|
- |
13K+ 212.53% |
$4.8M - $5.56M
|
19.1K
$7.9M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
12.9K+ 18.52% |
$4.78M - $5.54M
|
82.9K
$34.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
12.9K+ 20.51% |
$4.75M - $5.51M
|
75.6K
$31.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
12.8K+ 16.23% |
$4.72M - $5.46M
|
91.5K
$37.8M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
12.5K+ 8.75% |
$4.62M - $5.35M
|
156K
$64.3M
|