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 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-15.5K- 15.94% |
$5.71M - $6.61M
|
81.5K
$33.7M
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-15.5K- 71.24% |
$5.72M - $6.62M
|
6.25K
$2.58M
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-16.1K- 23.96% |
$5.95M - $6.89M
|
51.2K
$21.1M
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-16.9K- 1.09% |
$6.23M - $7.22M
|
1.53M
$631M
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-17K- 10.51% |
$6.29M - $7.29M
|
145K
$59.9M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-17.1K- 9.47% |
$6.3M - $7.3M
|
163K
$67.5M
|
|
Apr 29, 2025
Q1 2025
|
Lincoln National Corp
|
SELL
|
- |
-17.2K- 2.41% |
$6.36M - $7.36M
|
697K
$288M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-17.8K- 25.73% |
$6.59M - $7.63M
|
51.5K
$21.3M
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-18.2K- 91.64% |
$6.7M - $7.76M
|
1.66K
$685K
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-18.8K- 5.67% |
$6.94M - $8.04M
|
313K
$129M
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-19.3K- 32.34% |
$7.13M - $8.26M
|
40.4K
$16.7M
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-19.3K- 62.23% |
$7.14M - $8.27M
|
11.7K
$4.85M
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-19.7K- 69.34% |
$7.27M - $8.42M
|
8.7K
$3.6M
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-19.7K- 6.1% |
$7.28M - $8.43M
|
303K
$125M
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-20.3K- 40.39% |
$7.51M - $8.7M
|
30K
$12.4M
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-21.6K- 12.47% |
$7.99M - $9.26M
|
152K
$62.8M
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-22.2K- 78.31% |
$8.2M - $9.5M
|
6.15K
$2.54M
|
|
May 14, 2025
Q1 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-22.8K- 5.43% |
$8.42M - $9.75M
|
397K
$164M
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-23.3K- 17.09% |
$8.62M - $9.98M
|
113K
$46.8M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-23.8K- 5.71% |
$8.78M - $10.2M
|
393K
$162M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-24.3K- 8.99% |
$8.97M - $10.4M
|
246K
$102M
|
|
May 12, 2025
Q1 2025
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-24.5K- 62.64% |
$9.03M - $10.5M
|
14.6K
$6.03M
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-24.8K- 64.06% |
$9.14M - $10.6M
|
13.9K
$5.74M
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-24.9K- 25.02% |
$9.18M - $10.6M
|
74.6K
$30.8M
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-26.4K- 1.52% |
$9.74M - $11.3M
|
1.71M
$708M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-26.5K- 82.74% |
$9.79M - $11.3M
|
5.53K
$2.29M
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-28.1K- 3.59% |
$10.4M - $12M
|
755K
$312M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-28.2K- 41.19% |
$10.4M - $12M
|
40.2K
$16.6M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-29.6K- 8.84% |
$10.9M - $12.7M
|
305K
$126M
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-30.1K- 2.85% |
$11.1M - $12.9M
|
1.02M
$423M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-33.2KClosed |
$12.3M - $14.2M
|
0
$0
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-33.5K- 33.48% |
$12.4M - $14.3M
|
66.5K
$27.5M
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-35.8K- 98.46% |
$13.2M - $15.3M
|
559
$231K
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-36K- 74.13% |
$13.3M - $15.4M
|
12.6K
$5.2M
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-36.4K- 83.34% |
$13.4M - $15.6M
|
7.28K
$3.01M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-36.8K- 4.8% |
$13.6M - $15.7M
|
729K
$301M
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-37.5K- 1.41% |
$13.8M - $16M
|
2.62M
$1.08B
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-40K- 39.92% |
$14.8M - $17.1M
|
60.2K
$24.9M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-41.8K- 37.66% |
$15.4M - $17.9M
|
69.2K
$28.6M
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-45.6K- 63.46% |
$16.8M - $19.5M
|
26.3K
$10.9M
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-48K- 88.67% |
$17.7M - $20.5M
|
6.13K
$2.53M
|
|
May 15, 2025
Q1 2025
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-48.9K- 31.49% |
$18M - $20.9M
|
106K
$43.9M
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-50.2K- 32.71% |
$18.5M - $21.4M
|
103K
$42.6M
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-56.8K- 97.19% |
$21M - $24.3M
|
1.64K
$679K
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-58.2K- 2.29% |
$21.5M - $24.9M
|
2.48M
$1.03B
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-63.1K- 47.72% |
$23.3M - $27M
|
69.1K
$28.5M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-63.6K- 1.07% |
$23.5M - $27.2M
|
5.88M
$2.43B
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-69.1K- 3.59% |
$25.5M - $29.6M
|
1.86M
$767M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-70.6K- 1.77% |
$26.1M - $30.2M
|
3.92M
$1.62B
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-83.1K- 95.91% |
$30.7M - $35.5M
|
3.54K
$1.46M
|