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 2,676 institutions that hold shares in the stock, with a total of 257 Million shares, which have been reported (via 13F filing form) to have a value of $97.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lincoln National Corp
|
Apr 29, 2025 Q1 2025 |
696,918
shares
|
$264 Million
8.33% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
673,533
shares
|
$255 Million
1.56% of portfolio
|
Q1 2025
Added 11.02%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
636,852
shares
|
$241 Million
4.11% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
628,953
shares
|
$238 Million
0.12% of portfolio
|
Q1 2025
Added 45.84%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
621,501
shares
|
$235 Million
0.39% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
599,364
shares
|
$227 Million
0.45% of portfolio
|
Q1 2025
Added 11.36%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
588,796
shares
|
$223 Million
0.46% of portfolio
|
Q3 2023
Reduced 1.59%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
586,161
shares
|
$222 Million
3.1% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
577,988
shares
|
$219 Million
0.4% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Bell Bank
|
Apr 18, 2025 Q1 2025 |
560,420
shares
|
$212 Million
11.29% of portfolio
|
Q1 2025
New holding
|
|
|
Money Design Co.,Ltd.
|
Apr 28, 2025 Q1 2025 |
542,744
shares
|
$205 Million
10.04% of portfolio
|
Q1 2025
Added 286.78%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
537,277
shares
|
$203 Million
9.43% of portfolio
|
Q1 2025
Added 7.54%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
532,135
shares
|
$201 Million
0.79% of portfolio
|
Q1 2025
Added 24.09%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
530,848
shares
|
$201 Million
2.29% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
530,323
shares
|
$201 Million
1.71% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
522,282
shares
|
$198 Million
0.54% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
May 13, 2025 Q1 2025 |
504,337
shares
|
$191 Million
18.93% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
474,292
shares
|
$179 Million
10.01% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
470,041
shares
|
$178 Million
2.68% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
456,900
shares
|
$173 Million
0.57% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
455,226
shares
|
$172 Million
0.86% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
445,304
shares
|
$168 Million
6.54% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
440,966
shares
|
$167 Million
0.36% of portfolio
|
Q4 2024
Added 37.52%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
435,267
shares
|
$165 Million
1.02% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
417,871
shares
|
$158 Million
4.32% of portfolio
|
Q1 2025
Added 1.63%
|