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 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-529- 45.06% |
$195K - $226K
|
645
$266K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-537- 3.82% |
$198K - $230K
|
13.5K
$5.59M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-542- 28.81% |
$200K - $232K
|
1.34K
$553K
|
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-546- 21.87% |
$202K - $233K
|
1.95K
$806K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-551- 9.43% |
$203K - $236K
|
5.29K
$2.19M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-555- 9.39% |
$205K - $237K
|
5.36K
$2.21M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-557- 0.97% |
$206K - $238K
|
56.7K
$23.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-561- 49.51% |
$207K - $240K
|
572
$236K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-564- 6.73% |
$208K - $241K
|
7.82K
$3.23M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-565- 14.5% |
$209K - $242K
|
3.33K
$1.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-575- 11.54% |
$212K - $246K
|
4.41K
$1.82M
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
SELL
|
- |
-583- 11.72% |
$215K - $249K
|
4.39K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-584- 24.5% |
$216K - $250K
|
1.8K
$744K
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-586- 5.47% |
$216K - $251K
|
10.1K
$4.19M
|
|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-603- 3.4% |
$223K - $258K
|
17.2K
$7.09M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-604- 8.64% |
$223K - $258K
|
6.39K
$2.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Wolff Financial Management LLC
|
SELL
|
- |
-604- 0.63% |
$223K - $258K
|
94.7K
$39.1M
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
SELL
|
- |
-609- 14.7% |
$225K - $260K
|
3.53K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-610- 5.81% |
$225K - $261K
|
9.88K
$4.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-611- 41.23% |
$226K - $261K
|
871
$360K
|
|
|
May 14, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-621- 2.74% |
$229K - $266K
|
22K
$9.1M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-631- 16.07% |
$233K - $270K
|
3.3K
$1.36M
|
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-631- 0.87% |
$233K - $270K
|
72K
$29.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-636- 4.85% |
$235K - $272K
|
12.5K
$5.15M
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-640- 1.81% |
$236K - $274K
|
34.8K
$14.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-643- 12.73% |
$237K - $275K
|
4.41K
$1.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-644- 5.03% |
$238K - $275K
|
12.2K
$5.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-645- 4.26% |
$238K - $276K
|
14.5K
$6M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-646- 16.37% |
$238K - $276K
|
3.3K
$1.36M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-659- 69.08% |
$243K - $282K
|
295
$122K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-660- 6.27% |
$244K - $282K
|
9.86K
$4.07M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-660- 5.97% |
$244K - $282K
|
10.4K
$4.29M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-669- 0.75% |
$247K - $286K
|
88.1K
$36.4M
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-670- 36.65% |
$247K - $286K
|
1.16K
$478K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-676- 2.34% |
$250K - $289K
|
28.3K
$11.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-678- 1.69% |
$250K - $290K
|
39.4K
$16.3M
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-678- 21.25% |
$250K - $290K
|
2.51K
$1.04M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-682- 17.6% |
$252K - $292K
|
3.19K
$1.32M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-684- 1.82% |
$252K - $292K
|
37K
$15.3M
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-687- 2.53% |
$254K - $294K
|
26.4K
$10.9M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-693- 50.29% |
$256K - $296K
|
685
$283K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-697- 0.6% |
$257K - $298K
|
115K
$47.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-702- 81.63% |
$259K - $300K
|
158
$65.3K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-703- 26.4% |
$259K - $301K
|
1.96K
$810K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-712- 53.45% |
$263K - $304K
|
620
$256K
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-713- 0.23% |
$263K - $305K
|
314K
$130M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-714- 1.15% |
$264K - $305K
|
61.3K
$25.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-725- 20.54% |
$268K - $310K
|
2.8K
$1.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-738- 54.3% |
$272K - $316K
|
621
$257K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-756- 2.44% |
$279K - $323K
|
30.3K
$12.5M
|