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 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
3.34K+ 19.28% |
$1.23M - $1.43M
|
20.6K
$8.53M
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
3.29K+ 9.46% |
$1.21M - $1.41M
|
38K
$15.7M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
3.28K+ 9.27% |
$1.21M - $1.4M
|
38.6K
$16M
|
|
|
May 02, 2025
Q1 2025
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
3.25KNew |
$1.2M - $1.39M
|
3.25K
$1.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
3.25K+ 10.29% |
$1.2M - $1.39M
|
34.9K
$14.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.22K+ 39.57% |
$1.19M - $1.38M
|
11.4K
$4.69M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3.22K+ 2.07% |
$1.19M - $1.38M
|
159K
$65.6M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
3.17K+ 2.89% |
$1.17M - $1.36M
|
113K
$46.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
3.13K+ 98.34% |
$1.16M - $1.34M
|
6.32K
$2.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
3.13K+ 164.72% |
$1.15M - $1.34M
|
5.03K
$2.08M
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
3.11K+ 8.63% |
$1.15M - $1.33M
|
39.2K
$16.2M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
3.09K+ 279.4% |
$1.14M - $1.32M
|
4.2K
$1.74M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.08K+ 56.15% |
$1.14M - $1.32M
|
8.57K
$3.54M
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.05K+ 13.43% |
$1.12M - $1.3M
|
25.7K
$10.6M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.01K+ 1.93% |
$1.11M - $1.29M
|
159K
$65.5M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
2.97KNew |
$1.09M - $1.27M
|
2.97K
$1.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
2.93K+ 4.39% |
$1.08M - $1.25M
|
69.8K
$28.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2.93KNew |
$1.08M - $1.25M
|
2.93K
$1.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
2.93K+ 202.7% |
$1.08M - $1.25M
|
4.37K
$1.81M
|
|
|
May 12, 2025
Q1 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
2.91K+ 6.49% |
$1.07M - $1.24M
|
47.7K
$19.7M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.89K+ 0.98% |
$1.07M - $1.24M
|
297K
$123M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
2.87K+ 19.77% |
$1.06M - $1.23M
|
17.4K
$7.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
2.87K+ 205.29% |
$1.06M - $1.23M
|
4.27K
$1.76M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
2.86K+ 22.91% |
$1.05M - $1.22M
|
15.3K
$6.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.85K+ 22.32% |
$1.05M - $1.22M
|
15.6K
$6.46M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
2.85KNew |
$1.05M - $1.22M
|
2.85K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.84K+ 5.07% |
$1.05M - $1.21M
|
58.8K
$24.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
2.83K+ 26.96% |
$1.04M - $1.21M
|
13.3K
$5.51M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.81K+ 38.28% |
$1.04M - $1.2M
|
10.2K
$4.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
2.81K+ 22.33% |
$1.04M - $1.2M
|
15.4K
$6.36M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.81KNew |
$1.04M - $1.2M
|
2.81K
$1.16M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
2.78K+ 16.52% |
$1.02M - $1.19M
|
19.6K
$8.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
2.78K+ 7.37% |
$1.02M - $1.19M
|
40.5K
$16.7M
|
|
|
May 08, 2025
Q1 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
2.78K+ 2.3% |
$1.02M - $1.19M
|
123K
$51M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
2.76K+ 4.33% |
$1.02M - $1.18M
|
66.6K
$27.5M
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
2.75K+ 20.51% |
$1.02M - $1.18M
|
16.2K
$6.68M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
2.74K+ 3.79% |
$1.01M - $1.17M
|
75K
$31M
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
2.73K+ 264.34% |
$1.01M - $1.17M
|
3.76K
$1.55M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.73K+ 2.25% |
$1.01M - $1.17M
|
124K
$51.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
2.73K+ 6.94% |
$1.01M - $1.17M
|
42K
$17.4M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.72K+ 3.82% |
$1.01M - $1.16M
|
74K
$30.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
2.72K+ 4.44% |
$1M - $1.16M
|
63.9K
$26.4M
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
2.71K+ 7.11% |
$1M - $1.16M
|
40.8K
$16.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.7K+ 4.64% |
$995K - $1.15M
|
60.8K
$25.1M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.7K+ 7.21% |
$995K - $1.15M
|
40.1K
$16.6M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.68K+ 8.1% |
$990K - $1.15M
|
35.8K
$14.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.68K+ 82.06% |
$989K - $1.15M
|
5.95K
$2.46M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
2.64K+ 7.08% |
$974K - $1.13M
|
39.9K
$16.5M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.6K+ 52.04% |
$958K - $1.11M
|
7.58K
$3.13M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.59K+ 22.51% |
$957K - $1.11M
|
14.1K
$5.83M
|