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 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.57K+ 3.41% |
$948K - $1.1M
|
77.9K
$32.2M
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.51K+ 169.43% |
$927K - $1.07M
|
3.99K
$1.65M
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
2.5K+ 7.6% |
$922K - $1.07M
|
35.3K
$14.6M
|
|
May 12, 2025
Q1 2025
|
Community Bank Of Raymore
|
BUY
|
- |
2.48K+ 104.03% |
$914K - $1.06M
|
4.86K
$2.01M
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
2.46K+ 22.84% |
$907K - $1.05M
|
13.2K
$5.46M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2.44K+ 122.55% |
$901K - $1.04M
|
4.43K
$1.83M
|
|
Apr 29, 2025
Q1 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
2.43K+ 27.87% |
$896K - $1.04M
|
11.1K
$4.6M
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
2.4K+ 4.75% |
$885K - $1.02M
|
52.8K
$21.8M
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
2.39KNew |
$883K - $1.02M
|
2.39K
$988K
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.38K+ 3.01% |
$878K - $1.02M
|
81.5K
$33.7M
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.36K+ 89.72% |
$870K - $1.01M
|
4.98K
$2.06M
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
2.35K+ 32.3% |
$867K - $1M
|
9.63K
$3.98M
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.33K+ 7.39% |
$860K - $996K
|
33.8K
$14M
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.32K+ 28.6% |
$855K - $991K
|
10.4K
$4.3M
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.3K+ 161.34% |
$850K - $985K
|
3.73K
$1.54M
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.24K+ 8.07% |
$825K - $956K
|
29.9K
$12.4M
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.18K+ 203.65% |
$804K - $931K
|
3.25K
$1.34M
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
2.18K+ 27.21% |
$803K - $930K
|
10.2K
$4.2M
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
2.16K+ 20.79% |
$799K - $925K
|
12.6K
$5.19M
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.15K+ 4.72% |
$794K - $920K
|
47.7K
$19.7M
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
2.15K+ 3.36% |
$794K - $919K
|
66.2K
$27.3M
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
2.14K+ 1.55% |
$789K - $914K
|
140K
$58M
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
2.13K+ 4.96% |
$785K - $909K
|
45K
$18.6M
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.1K+ 4.19% |
$776K - $899K
|
52.2K
$21.6M
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.1K+ 1.27% |
$775K - $898K
|
167K
$69.1M
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2.06K+ 13.02% |
$761K - $882K
|
17.9K
$7.4M
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
2.03K+ 11.21% |
$749K - $868K
|
20.1K
$8.32M
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
2.02K+ 195.93% |
$747K - $865K
|
3.06K
$1.26M
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
2.01K+ 8.02% |
$740K - $857K
|
27K
$11.2M
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
BUY
|
- |
2K+ 7.55% |
$737K - $854K
|
28.5K
$11.8M
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2K+ 11.51% |
$737K - $854K
|
19.3K
$7.99M
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.99K+ 10.31% |
$735K - $852K
|
21.3K
$8.8M
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
1.97K+ 168.14% |
$729K - $844K
|
3.15K
$1.3M
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
1.97K+ 31.5% |
$728K - $844K
|
8.24K
$3.4M
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.97K+ 15.22% |
$727K - $842K
|
14.9K
$6.16M
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.97K+ 196900.0% |
$727K - $842K
|
1.97K
$814K
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.95K+ 3.47% |
$719K - $833K
|
58K
$24M
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
1.92KNew |
$709K - $821K
|
1.92K
$793K
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.92K+ 37.37% |
$707K - $819K
|
7.04K
$2.91M
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.91K+ 43.8% |
$706K - $818K
|
6.28K
$2.59M
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.91K+ 11.09% |
$705K - $816K
|
19.1K
$7.9M
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
1.9KNew |
$702K - $813K
|
1.9K
$786K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.9K+ 4.66% |
$701K - $812K
|
42.6K
$17.6M
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.88KNew |
$695K - $806K
|
1.88K
$778K
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.86K+ 8.46% |
$687K - $796K
|
23.9K
$9.86M
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.85K+ 2.8% |
$684K - $792K
|
68K
$28.1M
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
1.82K+ 15.35% |
$673K - $779K
|
13.7K
$5.66M
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
1.82KNew |
$670K - $776K
|
1.82K
$750K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.81K+ 6.47% |
$669K - $775K
|
29.8K
$12.3M
|
|
Apr 21, 2025
Q1 2025
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
1.81K+ 1.86% |
$668K - $774K
|
99.4K
$41.1M
|