Purchases and Sales Made in Q1 2025 in Vanguard Growth ETF (VUG)
This table provides information about the institutional ownership of Vanguard Growth ETF (VUG) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-712- 53.45% |
$263K - $304K
|
620
$271K
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-713- 0.23% |
$263K - $305K
|
314K
$137M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-714- 1.15% |
$264K - $305K
|
61.3K
$26.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-725- 20.54% |
$268K - $310K
|
2.8K
$1.22M
|
|
|
Jul 08, 2025
Q1 2025
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-727- 32.54% |
$268K - $311K
|
1.51K
$658K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-738- 54.3% |
$272K - $316K
|
621
$271K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-756- 2.44% |
$279K - $323K
|
30.3K
$13.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-759- 35.82% |
$280K - $325K
|
1.36K
$594K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-768- 11.35% |
$283K - $328K
|
6K
$2.62M
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-769- 0.5% |
$284K - $329K
|
154K
$67.3M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-770- 2.93% |
$284K - $329K
|
25.5K
$11.1M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-772- 68.08% |
$285K - $330K
|
362
$158K
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-773- 12.31% |
$285K - $331K
|
5.51K
$2.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-773- 4.11% |
$285K - $331K
|
18K
$7.88M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-785- 20.74% |
$290K - $336K
|
3K
$1.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-788- 20.21% |
$291K - $337K
|
3.11K
$1.36M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-792- 10.1% |
$292K - $339K
|
7.05K
$3.08M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-803- 7.62% |
$296K - $343K
|
9.74K
$4.25M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-811- 3.35% |
$299K - $347K
|
23.4K
$10.2M
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-814- 1.37% |
$300K - $348K
|
58.6K
$25.6M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-816- 3.7% |
$301K - $349K
|
21.3K
$9.28M
|
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-819- 1.69% |
$302K - $350K
|
47.8K
$20.8M
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-826- 8.35% |
$305K - $353K
|
9.06K
$3.96M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-840- 61.45% |
$310K - $359K
|
527
$230K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-848- 0.39% |
$313K - $363K
|
214K
$93.6M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-853- 8.28% |
$315K - $365K
|
9.45K
$4.13M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-855- 3.59% |
$316K - $366K
|
23K
$10M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-855- 33.89% |
$316K - $366K
|
1.67K
$728K
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-868- 15.51% |
$320K - $371K
|
4.73K
$2.06M
|
|
|
May 15, 2025
Q1 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-869- 25.6% |
$321K - $372K
|
2.53K
$1.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-883- 2.83% |
$326K - $378K
|
30.3K
$13.2M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-885- 1.12% |
$327K - $378K
|
78K
$34.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-891- 6.63% |
$329K - $381K
|
12.6K
$5.48M
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
SELL
|
- |
-894- 3.66% |
$330K - $382K
|
23.5K
$10.3M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-908- 48.43% |
$335K - $388K
|
967
$422K
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-913- 15.4% |
$337K - $390K
|
5.02K
$2.19M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-917- 7.86% |
$338K - $392K
|
10.7K
$4.69M
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-921- 2.45% |
$340K - $394K
|
36.7K
$16M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-932- 6.34% |
$344K - $399K
|
13.8K
$6.01M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-940- 5.82% |
$347K - $402K
|
15.2K
$6.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
SELL
|
- |
-946- 4.31% |
$349K - $405K
|
21K
$9.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-948- 3.35% |
$350K - $405K
|
27.4K
$11.9M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-952- 1.52% |
$351K - $407K
|
61.7K
$26.9M
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-955- 1.44% |
$352K - $408K
|
65.5K
$28.6M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-958- 3.49% |
$354K - $410K
|
26.5K
$11.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-966- 2.76% |
$357K - $413K
|
34.1K
$14.9M
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-966- 2.78% |
$357K - $413K
|
33.8K
$14.8M
|
|
|
May 15, 2025
Q1 2025
|
Wind River Trust CO
|
SELL
|
- |
-984- 4.91% |
$363K - $421K
|
19.1K
$8.33M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-999- 6.0% |
$369K - $427K
|
15.7K
$6.84M
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-1K- 34.97% |
$369K - $428K
|
1.86K
$812K
|