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 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.41K- 40.93% |
$888K - $1.03M
|
3.47K
$1.67M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-2.43K- 4.87% |
$897K - $1.04M
|
47.5K
$22.9M
|
|
|
May 02, 2025
Q1 2025
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-2.45K- 2.17% |
$905K - $1.05M
|
110K
$53.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-2.47K- 3.64% |
$911K - $1.06M
|
65.3K
$31.5M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-2.47K- 42.87% |
$913K - $1.06M
|
3.3K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-2.48K- 81.82% |
$915K - $1.06M
|
551
$266K
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-2.48K- 12.58% |
$916K - $1.06M
|
17.2K
$8.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-2.52K- 25.1% |
$931K - $1.08M
|
7.52K
$3.63M
|
|
|
May 05, 2025
Q1 2025
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-2.6K- 36.6% |
$959K - $1.11M
|
4.5K
$2.17M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.68K- 1.43% |
$990K - $1.15M
|
185K
$89M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.7K- 28.02% |
$998K - $1.16M
|
6.95K
$3.35M
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-2.73K- 19.06% |
$1.01M - $1.17M
|
11.6K
$5.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-2.74K- 23.24% |
$1.01M - $1.17M
|
9.04K
$4.36M
|
|
|
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
$48.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2.75K- 5.21% |
$1.02M - $1.18M
|
50K
$24.1M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-2.76K- 38.0% |
$1.02M - $1.18M
|
4.5K
$2.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.83K- 1.6% |
$1.05M - $1.21M
|
174K
$83.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.98K- 50.12% |
$1.1M - $1.27M
|
2.97K
$1.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3.01K- 18.31% |
$1.11M - $1.29M
|
13.4K
$6.48M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3.04K- 3.8% |
$1.12M - $1.3M
|
77.1K
$37.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-3.1K- 6.43% |
$1.14M - $1.33M
|
45.1K
$21.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.1K- 6.29% |
$1.15M - $1.33M
|
46.2K
$22.3M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-3.15K- 17.44% |
$1.16M - $1.35M
|
14.9K
$7.19M
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-3.25K- 13.71% |
$1.2M - $1.39M
|
20.4K
$9.85M
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-3.3K- 81.29% |
$1.22M - $1.41M
|
760
$366K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-3.31K- 2.51% |
$1.22M - $1.42M
|
129K
$62.1M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-3.32K- 6.52% |
$1.23M - $1.42M
|
47.7K
$23M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-3.34K- 13.75% |
$1.23M - $1.43M
|
21K
$10.1M
|
|
|
May 06, 2025
Q1 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-3.36K- 60.87% |
$1.24M - $1.44M
|
2.16K
$1.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-3.38K- 0.71% |
$1.25M - $1.45M
|
474K
$229M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-3.48K- 16.0% |
$1.28M - $1.49M
|
18.3K
$8.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-3.49K- 4.12% |
$1.29M - $1.49M
|
81.2K
$39.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-3.5K- 3.81% |
$1.29M - $1.5M
|
88.3K
$42.6M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3.54K- 13.19% |
$1.31M - $1.51M
|
23.3K
$11.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-3.58K- 30.24% |
$1.32M - $1.53M
|
8.26K
$3.98M
|
|
|
Apr 10, 2025
Q1 2025
|
Orser Capital Management, LLC
|
SELL
|
- |
-3.63K- 12.06% |
$1.34M - $1.55M
|
26.5K
$12.8M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.7K- 98.15% |
$1.37M - $1.58M
|
70
$33.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-3.91K- 71.95% |
$1.44M - $1.67M
|
1.53K
$735K
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-3.94K- 46.49% |
$1.45M - $1.68M
|
4.53K
$2.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-3.99K- 5.99% |
$1.47M - $1.71M
|
62.6K
$30.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-4.02K- 5.97% |
$1.48M - $1.72M
|
63.3K
$30.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-4.1K- 94.75% |
$1.51M - $1.75M
|
227
$109K
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-4.27K- 2.53% |
$1.57M - $1.82M
|
164K
$79.1M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-4.31KClosed |
$1.59M - $1.84M
|
0
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.32K- 0.43% |
$1.6M - $1.85M
|
997K
$480M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-4.32K- 76.1% |
$1.6M - $1.85M
|
1.36K
$655K
|
|
|
May 14, 2025
Q1 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-4.33K- 50.47% |
$1.6M - $1.85M
|
4.25K
$2.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-4.4K- 10.8% |
$1.62M - $1.88M
|
36.3K
$17.5M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-4.41K- 14.81% |
$1.63M - $1.89M
|
25.4K
$12.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.41K- 11.54% |
$1.63M - $1.89M
|
33.8K
$16.3M
|