Purchases and Sales Made in Q2 2025 in Vanguard Growth ETF (VUG)
This table provides information about the institutional ownership of Vanguard Growth ETF (VUG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
49+ 11.48% |
$16.1K - $21.5K
|
476
$229K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
49+ 0.7% |
$16.1K - $21.5K
|
7.1K
$3.42M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
49+ 0.45% |
$16.1K - $21.5K
|
10.9K
$5.24M
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
BUY
|
- |
49+ 3.68% |
$16.1K - $21.5K
|
1.38K
$665K
|
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
BUY
|
- |
48+ 0.98% |
$15.8K - $21K
|
4.94K
$2.38M
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
48+ 1.75% |
$15.8K - $21K
|
2.79K
$1.34M
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
48+ 0.98% |
$15.8K - $21K
|
4.92K
$2.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
47+ 8.41% |
$15.5K - $20.6K
|
606
$292K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
46+ 44.23% |
$15.2K - $20.2K
|
150
$72.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
46New |
$15.2K - $20.2K
|
46
$22.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
46+ 4600.0% |
$15.2K - $20.2K
|
47
$22.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
46+ 0.61% |
$15.2K - $20.2K
|
7.57K
$3.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
46+ 1.21% |
$15.2K - $20.2K
|
3.85K
$1.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
45+ 0.05% |
$14.8K - $19.7K
|
94.7K
$45.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
44+ 5.03% |
$14.5K - $19.3K
|
918
$443K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
44+ 1.36% |
$14.5K - $19.3K
|
3.29K
$1.59M
|
|
|
Jul 28, 2025
Q2 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
44+ 5.54% |
$14.5K - $19.3K
|
838
$404K
|
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
BUY
|
- |
44+ 0.19% |
$14.5K - $19.3K
|
23.6K
$11.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
43+ 1.01% |
$14.2K - $18.9K
|
4.31K
$2.08M
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
43+ 0.5% |
$14.2K - $18.9K
|
8.56K
$4.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
43+ 2.67% |
$14.2K - $18.9K
|
1.66K
$798K
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
43+ 6.54% |
$14.2K - $18.9K
|
700
$337K
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
42+ 7.24% |
$13.8K - $18.4K
|
622
$300K
|
|
|
Aug 05, 2025
Q2 2025
|
Marion Wealth Management
|
BUY
|
- |
42+ 1.55% |
$13.8K - $18.4K
|
2.76K
$1.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
40+ 4.33% |
$13.2K - $17.5K
|
963
$464K
|
|
|
Jul 07, 2025
Q2 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
39+ 1.77% |
$12.9K - $17.1K
|
2.25K
$1.08M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
39+ 0.75% |
$12.9K - $17.1K
|
5.26K
$2.53M
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
38+ 3.52% |
$12.5K - $16.7K
|
1.12K
$538K
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
38+ 2.32% |
$12.5K - $16.7K
|
1.67K
$806K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
36+ 2.76% |
$11.9K - $15.8K
|
1.34K
$646K
|
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
36+ 5.61% |
$11.9K - $15.8K
|
678
$327K
|
|
|
Aug 14, 2025
Q2 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
35+ 2.78% |
$11.5K - $15.3K
|
1.29K
$623K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
32New |
$10.5K - $14K
|
32
$15.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
32+ 0.08% |
$10.5K - $14K
|
40.1K
$19.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
32+ 3.58% |
$10.5K - $14K
|
925
$446K
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
31+ 5.46% |
$10.2K - $13.6K
|
599
$289K
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
31+ 5.1% |
$10.2K - $13.6K
|
639
$308K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
31+ 0.4% |
$10.2K - $13.6K
|
7.83K
$3.77M
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
31New |
$10.2K - $13.6K
|
31
$14.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
30+ 0.58% |
$9.88K - $13.2K
|
5.24K
$2.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
30+ 0.96% |
$9.88K - $13.2K
|
3.17K
$1.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
30+ 0.91% |
$9.88K - $13.2K
|
3.34K
$1.61M
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
30+ 1.77% |
$9.88K - $13.2K
|
1.73K
$833K
|
|
|
Aug 12, 2025
Q2 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
29+ 1.09% |
$9.56K - $12.7K
|
2.69K
$1.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
28+ 2.18% |
$9.23K - $12.3K
|
1.31K
$633K
|
|
|
Aug 14, 2025
Q2 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
28+ 2.11% |
$9.23K - $12.3K
|
1.35K
$652K
|
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
27+ 4.82% |
$8.9K - $11.8K
|
587
$283K
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
27+ 0.07% |
$8.9K - $11.8K
|
36.7K
$17.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
26+ 0.2% |
$8.57K - $11.4K
|
12.7K
$6.13M
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
26+ 4.68% |
$8.57K - $11.4K
|
582
$281K
|