Institutional Ownership Vanguard Growth ETF (VUG)
This table provides information about the institutional ownership of Vanguard Growth ETF (VUG). We have compiled data on the 2,918 institutions that hold shares in the stock, with a total of 277 Million shares, which have been reported (via 13F filing form) to have a value of $134 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
83,916
shares
|
$40.6 Million
5.22% of portfolio
|
Q3 2023
Added 80.61%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
83,817
shares
|
$40.5 Million
8.12% of portfolio
|
Q1 2023
Added 0.07%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
83,799
shares
|
$40.5 Million
1.97% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
83,625
shares
|
$40.4 Million
5.28% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
83,475
shares
|
$40.4 Million
1.82% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
83,379
shares
|
$40.3 Million
12.76% of portfolio
|
Q4 2024
Added 20.49%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 14, 2025 Q3 2025 |
83,358
shares
|
$40.3 Million
25.94% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
82,900
shares
|
$40.1 Million
0.18% of portfolio
|
Q3 2025
Added 17.11%
|
|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
Nov 17, 2025 Q3 2025 |
82,515
shares
|
$39.9 Million
20.33% of portfolio
|
Q3 2025
Added 21.17%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
82,389
shares
|
$39.8 Million
3.58% of portfolio
|
Q1 2025
Added 4.39%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
81,690
shares
|
$39.5 Million
2.76% of portfolio
|
Q3 2025
Added 10.39%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Oct 30, 2025 Q3 2025 |
81,284
shares
|
$39.3 Million
17.89% of portfolio
|
Q3 2025
Added 34.53%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
80,420
shares
|
$38.9 Million
1.25% of portfolio
|
Q3 2025
Added 16.84%
|
|
|
American Investment Services, Inc.
|
Nov 13, 2025 Q3 2025 |
79,781
shares
|
$38.6 Million
9.69% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
79,650
shares
|
$38.5 Million
4.22% of portfolio
|
Q3 2024
Added 9.07%
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
79,105
shares
|
$38.2 Million
5.02% of portfolio
|
Q4 2025
Added 2.21%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 03, 2025 Q3 2025 |
78,839
shares
|
$38.1 Million
15.9% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
78,334
shares
|
$37.9 Million
0.11% of portfolio
|
Q3 2025
Added 43.37%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
77,973
shares
|
$37.7 Million
1.4% of portfolio
|
Q3 2025
Added 6.86%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
77,557
shares
|
$37.5 Million
3.44% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
77,468
shares
|
$37.5 Million
0.26% of portfolio
|
Q3 2025
Added 8.39%
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
76,195
shares
|
$36.8 Million
14.94% of portfolio
|
Q2 2025
Reduced 5.07%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
75,444
shares
|
$36.5 Million
0.6% of portfolio
|
Q3 2025
Reduced 5.84%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 05, 2025 Q3 2025 |
75,327
shares
|
$36.4 Million
9.9% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
75,264
shares
|
$36.4 Million
2.35% of portfolio
|
Q3 2025
Added 98.29%
|
|