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
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
37New |
$13.7K - $15.8K
|
37
$15.3K
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
36+ 3.77% |
$13.3K - $15.4K
|
991
$409K
|
|
May 05, 2025
Q1 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
36+ 2.27% |
$13.3K - $15.4K
|
1.63K
$671K
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
36+ 16.74% |
$13.3K - $15.4K
|
251
$104K
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
35+ 1.9% |
$12.9K - $15K
|
1.88K
$776K
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
35+ 0.25% |
$12.9K - $15K
|
14.1K
$5.81M
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
35+ 1.37% |
$12.9K - $15K
|
2.6K
$1.07M
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
35+ 11.82% |
$12.9K - $15K
|
331
$137K
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
34+ 3.2% |
$12.5K - $14.5K
|
1.1K
$454K
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
31+ 0.38% |
$11.4K - $13.3K
|
8.22K
$3.4M
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
31+ 2.47% |
$11.4K - $13.3K
|
1.29K
$531K
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
BUY
|
- |
30New |
$11.1K - $12.8K
|
30
$12.4K
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
30+ 2.06% |
$11.1K - $12.8K
|
1.49K
$615K
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
29+ 1.22% |
$10.7K - $12.4K
|
2.4K
$991K
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
29+ 4.73% |
$10.7K - $12.4K
|
642
$265K
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
28+ 1.97% |
$10.3K - $12K
|
1.45K
$600K
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
28+ 0.25% |
$10.3K - $12K
|
11.3K
$4.69M
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
27+ 0.72% |
$9.97K - $11.5K
|
3.76K
$1.55M
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
27+ 1.2% |
$9.97K - $11.5K
|
2.27K
$938K
|
|
May 15, 2025
Q1 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
27+ 2.69% |
$9.97K - $11.5K
|
1.03K
$426K
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
26+ 0.5% |
$9.6K - $11.1K
|
5.22K
$2.16M
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
26+ 1.39% |
$9.6K - $11.1K
|
1.89K
$782K
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
25+ 2.41% |
$9.23K - $10.7K
|
1.06K
$439K
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
25+ 0.12% |
$9.23K - $10.7K
|
20.9K
$8.63M
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
24+ 2.21% |
$8.86K - $10.3K
|
1.11K
$458K
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
22+ 2.7% |
$8.12K - $9.41K
|
836
$345K
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
22+ 1.12% |
$8.12K - $9.41K
|
1.99K
$824K
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
21+ 0.37% |
$7.75K - $8.98K
|
5.67K
$2.34M
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
21+ 3.83% |
$7.75K - $8.98K
|
569
$235K
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
21+ 1.43% |
$7.75K - $8.98K
|
1.49K
$617K
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
21+ 14.0% |
$7.75K - $8.98K
|
171
$70.6K
|
|
Apr 15, 2025
Q1 2025
|
Cohen Klingenstein LLC
|
BUY
|
- |
20+ 0.14% |
$7.38K - $8.55K
|
14.7K
$6.06M
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
BUY
|
- |
20+ 29.85% |
$7.38K - $8.55K
|
87
$35.9K
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
20+ 1.32% |
$7.38K - $8.55K
|
1.54K
$635K
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
BUY
|
- |
20New |
$7.38K - $8.55K
|
20
$8.26K
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
20+ 2.6% |
$7.38K - $8.55K
|
788
$326K
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
19+ 2.44% |
$7.01K - $8.12K
|
798
$330K
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
19+ 0.96% |
$7.01K - $8.12K
|
2.01K
$829K
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
18+ 2.06% |
$6.64K - $7.7K
|
893
$369K
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
18+ 56.25% |
$6.64K - $7.7K
|
50
$20.7K
|
|
May 12, 2025
Q1 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
18New |
$6.64K - $7.7K
|
18
$7.44K
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
18+ 0.05% |
$6.64K - $7.7K
|
35.5K
$14.7M
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
17+ 8.33% |
$6.27K - $7.27K
|
221
$91.3K
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
17+ 2.58% |
$6.27K - $7.27K
|
677
$280K
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
17+ 1.3% |
$6.27K - $7.27K
|
1.33K
$549K
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
17+ 0.17% |
$6.27K - $7.27K
|
10.2K
$4.2M
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
17+ 0.12% |
$6.27K - $7.27K
|
14.2K
$5.85M
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
16+ 0.79% |
$5.91K - $6.84K
|
2.05K
$845K
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
16+ 1.01% |
$5.91K - $6.84K
|
1.6K
$661K
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
16+ 32.0% |
$5.91K - $6.84K
|
66
$27.3K
|