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 2,674 institutions that hold shares in the stock, with a total of 266 Million shares, which have been reported (via 13F filing form) to have a value of $101 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
14,770
shares
|
$5.59 Million
2.71% of portfolio
|
Q1 2023
Reduced 4.26%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Apr 09, 2025 Q1 2025 |
14,683
shares
|
$5.55 Million
1.6% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Cohen Klingenstein LLC
|
Apr 15, 2025 Q1 2025 |
14,658
shares
|
$5.54 Million
0.2% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
14,596
shares
|
$5.52 Million
2.54% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
May 12, 2025 Q1 2025 |
14,589
shares
|
$5.52 Million
0.02% of portfolio
|
Q1 2025
Reduced 62.64%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
14,577
shares
|
$5.51 Million
1.5% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
May 12, 2025 Q1 2025 |
14,573
shares
|
$5.51 Million
0.87% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
14,515
shares
|
$5.49 Million
0.14% of portfolio
|
Q1 2025
Reduced 32.08%
|
|
|
Chris Bulman Inc
Roseville, CA |
Apr 15, 2025 Q1 2025 |
14,513
shares
|
$5.49 Million
3.4% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Warwick Investment Management, Inc.
|
May 14, 2025 Q1 2025 |
14,415
shares
|
$5.45 Million
1.12% of portfolio
|
Q1 2025
Added 45.53%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
14,321
shares
|
$5.42 Million
0.14% of portfolio
|
Q1 2025
Added 116.2%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
14,319
shares
|
$5.42 Million
0.01% of portfolio
|
Q4 2022
Added 16.85%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
14,273
shares
|
$5.4 Million
0.76% of portfolio
|
Q1 2025
New holding
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
14,259
shares
|
$5.39 Million
0.28% of portfolio
|
Q1 2025
Added 40.76%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
14,232
shares
|
$5.38 Million
3.59% of portfolio
|
Q1 2025
Reduced 24.47%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
May 15, 2025 Q1 2025 |
14,195
shares
|
$5.37 Million
2.84% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
14,165
shares
|
$5.36 Million
1.49% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
14,114
shares
|
$5.34 Million
0.17% of portfolio
|
Q1 2025
Added 22.51%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
14,103
shares
|
$5.34 Million
3.44% of portfolio
|
Q1 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
14,078
shares
|
$5.33 Million
0.51% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Dopkins Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
14,064
shares
|
$5.32 Million
2.75% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
14,033
shares
|
$5.31 Million
0.36% of portfolio
|
Q1 2025
Added 8.22%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
14,015
shares
|
$5.3 Million
0.46% of portfolio
|
Q2 2023
Added 204.81%
|
|
|
Worth Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
13,961
shares
|
$5.28 Million
3.16% of portfolio
|
Q1 2025
Reduced 44.35%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
May 15, 2025 Q1 2025 |
13,888
shares
|
$5.25 Million
0.52% of portfolio
|
Q1 2025
Reduced 64.06%
|