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 30, 2025
Q1 2025
|
Tru Independence LLC
|
BUY
|
- |
1+ 0.11% |
$369 - $428
|
923
$381K
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1+ 0.02% |
$369 - $428
|
6.39K
$2.64M
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.15% |
$369 - $428
|
681
$281K
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1+ 0.01% |
$369 - $428
|
12.1K
$5.02M
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
1+ 0.08% |
$369 - $428
|
1.27K
$524K
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
1+ 0.13% |
$369 - $428
|
796
$329K
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1+ 0.17% |
$369 - $428
|
577
$238K
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 0.18% |
$369 - $428
|
548
$226K
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$369 - $428
|
1.39K
$576K
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
1+ 0.05% |
$369 - $428
|
1.84K
$761K
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
1+ 0.12% |
$369 - $428
|
848
$350K
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1+ 0.11% |
$369 - $428
|
939
$388K
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1+ 0.12% |
$369 - $428
|
803
$332K
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1+ 0.14% |
$369 - $428
|
700
$289K
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
1+ 2.78% |
$369 - $428
|
37
$15.3K
|
|
May 29, 2025
Q1 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
1+ 0.08% |
$369 - $428
|
1.27K
$526K
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1- 0.08% |
$369 - $428
|
1.2K
$495K
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1- 0.15% |
$369 - $428
|
678
$280K
|
|
May 07, 2025
Q1 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-1- -0.0% |
$369 - $428
|
26.6K
$11M
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
SELL
|
- |
-1- 7.69% |
$369 - $428
|
12
$4.96K
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1- 0.03% |
$369 - $428
|
3.22K
$1.33M
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2- 0.01% |
$738 - $855
|
26.5K
$10.9M
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-2- 0.07% |
$738 - $855
|
2.77K
$1.14M
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-2- 0.16% |
$738 - $855
|
1.24K
$512K
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-2- 0.36% |
$738 - $855
|
547
$226K
|
|
Apr 24, 2025
Q1 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-2- 0.22% |
$738 - $855
|
928
$383K
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-2- 0.16% |
$738 - $855
|
1.24K
$513K
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-2- 0.36% |
$738 - $855
|
548
$226K
|
|
Apr 30, 2025
Q1 2025
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-3- 0.1% |
$1.11K - $1.28K
|
2.98K
$1.23M
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-3- 0.13% |
$1.11K - $1.28K
|
2.22K
$918K
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-3- 0.05% |
$1.11K - $1.28K
|
5.66K
$2.34M
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-3- 0.07% |
$1.11K - $1.28K
|
4.56K
$1.88M
|
|
May 14, 2025
Q1 2025
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-3- 0.49% |
$1.11K - $1.28K
|
609
$252K
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-3- 0.21% |
$1.11K - $1.28K
|
1.46K
$602K
|
|
May 15, 2025
Q1 2025
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-3- 10.34% |
$1.11K - $1.28K
|
26
$10.7K
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
SELL
|
- |
-4- 0.1% |
$1.48K - $1.71K
|
3.92K
$1.62M
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-4- 0.33% |
$1.48K - $1.71K
|
1.2K
$494K
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-4- 0.36% |
$1.48K - $1.71K
|
1.11K
$457K
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-4- 0.2% |
$1.48K - $1.71K
|
2K
$828K
|
|
Apr 24, 2025
Q1 2025
|
Scott & Selber, Inc.
|
SELL
|
- |
-4- 0.02% |
$1.48K - $1.71K
|
17K
$7.03M
|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-4- 0.39% |
$1.48K - $1.71K
|
1.02K
$423K
|
|
May 27, 2025
Q1 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-4- 0.08% |
$1.48K - $1.71K
|
4.93K
$2.04M
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-5- 0.42% |
$1.85K - $2.14K
|
1.2K
$495K
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-5- 0.39% |
$1.85K - $2.14K
|
1.28K
$530K
|
|
Apr 29, 2025
Q1 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-5- 0.68% |
$1.85K - $2.14K
|
732
$302K
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-5- 0.34% |
$1.85K - $2.14K
|
1.47K
$607K
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-5- 0.11% |
$1.85K - $2.14K
|
4.46K
$1.84M
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-5- 13.51% |
$1.85K - $2.14K
|
32
$13.2K
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-6- 0.29% |
$2.21K - $2.57K
|
2.06K
$850K
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-6- 0.12% |
$2.21K - $2.57K
|
5.11K
$2.11M
|