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 2,373 institutions that hold shares in the stock, with a total of 241 Million shares, which have been reported (via 13F filing form) to have a value of $97.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 31, 2024 Q3 2024 |
881
shares
|
$357,439
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Old Port Advisors
|
Oct 24, 2024 Q3 2024 |
880
shares
|
$357,033
0.09% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Ledyard National Bank
|
Oct 21, 2024 Q3 2024 |
880
shares
|
$357,033
0.03% of portfolio
|
Q3 2024
Reduced 13.73%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
880
shares
|
$357,033
0.03% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Kitching Partners, LLC
Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
880
shares
|
$357,033
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 24, 2024 Q3 2024 |
879
shares
|
$356,627
0.21% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 16, 2024 Q3 2024 |
875
shares
|
$355,005
0.22% of portfolio
|
Q3 2024
Added 13.64%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
873
shares
|
$354,193
0.23% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
873
shares
|
$354,193
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
873
shares
|
$354,193
0.02% of portfolio
|
Q3 2024
Reduced 7.23%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
873
shares
|
$354,193
0.1% of portfolio
|
Q1 2023
New holding
|
|
|
Focus Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
871
shares
|
$353,382
0.18% of portfolio
|
Q2 2024
Added 2.23%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Oct 24, 2024 Q3 2024 |
871
shares
|
$353,382
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Nikulski Financial, Inc.
|
Oct 28, 2024 Q3 2024 |
866
shares
|
$351,353
0.1% of portfolio
|
Q1 2024
Added 10.18%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
866
shares
|
$351,353
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
865
shares
|
$350,947
0.03% of portfolio
|
Q2 2024
Reduced 7.88%
|
|
|
Dividend Assets Capital, LLC
|
Nov 14, 2024 Q3 2024 |
860
shares
|
$348,919
0.06% of portfolio
|
Q2 2024
Reduced 17.39%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 14, 2024 Q3 2024 |
860
shares
|
$348,919
0.04% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
Highland Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
859
shares
|
$348,513
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
859
shares
|
$348,513
0.01% of portfolio
|
Q3 2024
Reduced 18.58%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
859
shares
|
$348,513
0.01% of portfolio
|
Q3 2024
Reduced 15.03%
|
|
|
Encompass Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
859
shares
|
$348,513
0.12% of portfolio
|
Q3 2024
Reduced 7.83%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
859
shares
|
$348,513
0.09% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
D.B. Root & Company, LLC
|
Oct 31, 2024 Q3 2024 |
847
shares
|
$343,644
0.11% of portfolio
|
Q3 2024
Reduced 14.62%
|
|
|
Sustainable Growth Advisers, LP
Stamford, CT |
Nov 05, 2024 Q3 2024 |
847
shares
|
$343,644
0.0% of portfolio
|
Q3 2024
New holding
|