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 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
12.3K+ 13.9% |
$4.54M - $5.26M
|
101K
$41.7M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
12.2K+ 6.61% |
$4.52M - $5.24M
|
198K
$81.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
BUY
|
- |
12.2K+ 4.84% |
$4.51M - $5.22M
|
265K
$109M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
11.9K+ 59.47% |
$4.39M - $5.08M
|
31.9K
$13.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.7K+ 3.34% |
$4.33M - $5.02M
|
363K
$150M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
11.7K+ 69.34% |
$4.31M - $5M
|
28.5K
$11.8M
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
11.6KNew |
$4.3M - $4.98M
|
11.6K
$4.81M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
11.4K+ 39.75% |
$4.21M - $4.88M
|
40.1K
$16.6M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
11.4K+ 5.17% |
$4.21M - $4.87M
|
232K
$95.7M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
11.2K+ 4.38% |
$4.15M - $4.8M
|
268K
$111M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
11.2K+ 5.11% |
$4.13M - $4.78M
|
230K
$95M
|
|
|
Apr 10, 2025
Q1 2025
|
Oak Root LLC
Santa Barbara, CA |
BUY
|
- |
11K+ 38.58% |
$4.07M - $4.72M
|
39.6K
$16.4M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
10.9K+ 336.43% |
$4.03M - $4.67M
|
14.2K
$5.85M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
10.9K+ 145.42% |
$4.03M - $4.67M
|
18.4K
$7.61M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
10.9K+ 3.15% |
$4.01M - $4.64M
|
355K
$147M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
10.7KNew |
$3.94M - $4.57M
|
10.7K
$4.41M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10.5K+ 0.46% |
$3.89M - $4.5M
|
2.32M
$958M
|
|
|
May 07, 2025
Q1 2025
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
10.3K+ 10.58% |
$3.79M - $4.39M
|
107K
$44.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
10.2K+ 6.51% |
$3.78M - $4.38M
|
168K
$69.3M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
10.2K+ 2.0% |
$3.78M - $4.38M
|
522K
$216M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
10.2K+ 40.75% |
$3.75M - $4.35M
|
35.1K
$14.5M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
10.1K+ 1.76% |
$3.74M - $4.33M
|
586K
$242M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
10.1KNew |
$3.71M - $4.3M
|
10.1K
$4.15M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
9.94K+ 55.15% |
$3.67M - $4.25M
|
28K
$11.6M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
9.63K+ 428.19% |
$3.55M - $4.12M
|
11.9K
$4.91M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
9.51K+ 6.82% |
$3.51M - $4.07M
|
149K
$61.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
9.48K+ 15.51% |
$3.5M - $4.06M
|
70.6K
$29.2M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
9.46K+ 10.17% |
$3.49M - $4.04M
|
102K
$42.3M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
9.41K+ 5.56% |
$3.47M - $4.02M
|
179K
$73.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
9.19K+ 1.99% |
$3.39M - $3.93M
|
470K
$194M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
8.81K+ 2.87% |
$3.25M - $3.77M
|
315K
$130M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
8.78K+ 327.4% |
$3.24M - $3.75M
|
11.5K
$4.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
8.66K+ 11.74% |
$3.2M - $3.7M
|
82.4K
$34.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
8.61K+ 7.37% |
$3.18M - $3.68M
|
125K
$51.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
8.6K+ 3.94% |
$3.17M - $3.68M
|
227K
$93.6M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
8.51K+ 3.94% |
$3.14M - $3.64M
|
224K
$92.7M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
8.43K+ 14.13% |
$3.11M - $3.61M
|
68.1K
$28.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
8.38K+ 64.17% |
$3.09M - $3.58M
|
21.4K
$8.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
8.37K+ 15.48% |
$3.09M - $3.58M
|
62.5K
$25.8M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
8.34K+ 22.05% |
$3.08M - $3.57M
|
46.2K
$19.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.33K+ 11.6% |
$3.08M - $3.56M
|
80.2K
$33.1M
|
|
|
May 02, 2025
Q1 2025
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
BUY
|
- |
8.3KNew |
$3.06M - $3.55M
|
8.3K
$3.43M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
8.29K+ 159.01% |
$3.06M - $3.55M
|
13.5K
$5.58M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8.26K+ 1.58% |
$3.05M - $3.53M
|
530K
$219M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.15K+ 10.44% |
$3.01M - $3.49M
|
86.2K
$35.6M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.09K+ 3.82% |
$2.98M - $3.46M
|
220K
$90.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
7.9K+ 31.7% |
$2.91M - $3.38M
|
32.8K
$13.6M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
7.84K+ 24.04% |
$2.89M - $3.35M
|
40.5K
$16.7M
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
7.75K+ 19.55% |
$2.86M - $3.31M
|
47.4K
$19.6M
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
7.72K+ 1.97% |
$2.85M - $3.3M
|
400K
$165M
|