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 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.93K- 6.25% |
$713K - $826K
|
29K
$12M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.94K- 2.5% |
$715K - $828K
|
75.6K
$31.2M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
SELL
|
- |
-1.95K- 6.85% |
$720K - $834K
|
26.5K
$11M
|
|
|
May 02, 2025
Q1 2025
|
Easterly Investment Partners LLC
|
SELL
|
- |
-1.98K- 35.32% |
$732K - $848K
|
3.63K
$1.5M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-1.99K- 1.48% |
$735K - $852K
|
133K
$54.9M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-2K- 1.9% |
$739K - $856K
|
103K
$42.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.04K- 14.58% |
$752K - $871K
|
11.9K
$4.93M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.06K- 7.14% |
$760K - $880K
|
26.8K
$11.1M
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-2.06K- 35.17% |
$761K - $882K
|
3.8K
$1.57M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.07K- 2.11% |
$762K - $883K
|
95.7K
$39.5M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.11K- 38.26% |
$777K - $901K
|
3.4K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-2.12K- 0.64% |
$784K - $908K
|
328K
$135M
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-2.13K- 7.87% |
$787K - $912K
|
24.9K
$10.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-2.15K- 5.83% |
$795K - $921K
|
34.8K
$14.4M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-2.22K- 75.25% |
$819K - $949K
|
730
$302K
|
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-2.27K- 22.73% |
$838K - $971K
|
7.72K
$3.19M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-2.27K- 1.49% |
$838K - $971K
|
150K
$62.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.28K- 15.0% |
$843K - $976K
|
12.9K
$5.35M
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-2.3K- 3.06% |
$849K - $983K
|
72.9K
$30.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-2.32K- 7.36% |
$854K - $990K
|
29.1K
$12M
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-2.33K- 39.77% |
$860K - $996K
|
3.53K
$1.46M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-2.38K- 0.31% |
$878K - $1.02M
|
770K
$318M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.4K- 53.29% |
$887K - $1.03M
|
2.11K
$870K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.41K- 40.93% |
$888K - $1.03M
|
3.47K
$1.43M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-2.43K- 4.87% |
$897K - $1.04M
|
47.5K
$19.6M
|
|
|
May 02, 2025
Q1 2025
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-2.45K- 2.17% |
$905K - $1.05M
|
110K
$45.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-2.47K- 3.64% |
$911K - $1.06M
|
65.3K
$27M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-2.47K- 42.87% |
$913K - $1.06M
|
3.3K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-2.48K- 81.82% |
$915K - $1.06M
|
551
$228K
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-2.48K- 12.58% |
$916K - $1.06M
|
17.2K
$7.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-2.52K- 25.1% |
$931K - $1.08M
|
7.52K
$3.11M
|
|
|
May 05, 2025
Q1 2025
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-2.6K- 36.6% |
$959K - $1.11M
|
4.5K
$1.86M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.68K- 1.43% |
$990K - $1.15M
|
185K
$76.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.7K- 28.02% |
$998K - $1.16M
|
6.95K
$2.87M
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-2.73K- 19.06% |
$1.01M - $1.17M
|
11.6K
$4.79M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-2.74K- 23.24% |
$1.01M - $1.17M
|
9.04K
$3.73M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-2.74K- 2.65% |
$1.01M - $1.17M
|
101K
$41.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2.75K- 5.21% |
$1.02M - $1.18M
|
50K
$20.7M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-2.76K- 38.0% |
$1.02M - $1.18M
|
4.5K
$1.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.83K- 1.6% |
$1.05M - $1.21M
|
174K
$71.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.98K- 50.12% |
$1.1M - $1.27M
|
2.97K
$1.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3.01K- 18.31% |
$1.11M - $1.29M
|
13.4K
$5.56M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3.04K- 3.8% |
$1.12M - $1.3M
|
77.1K
$31.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-3.1K- 6.43% |
$1.14M - $1.33M
|
45.1K
$18.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.1K- 6.29% |
$1.15M - $1.33M
|
46.2K
$19.1M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-3.15K- 17.44% |
$1.16M - $1.35M
|
14.9K
$6.16M
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-3.25K- 13.71% |
$1.2M - $1.39M
|
20.4K
$8.44M
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-3.3K- 81.29% |
$1.22M - $1.41M
|
760
$314K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-3.31K- 2.51% |
$1.22M - $1.42M
|
129K
$53.2M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-3.32K- 6.52% |
$1.23M - $1.42M
|
47.7K
$19.7M
|