Vertex Planning Partners, LLC Vanguard Growth ETF Transaction History

Vertex Planning Partners, LLC

$521 Billion
Q3 2025

A detailed history of Vertex Planning Partners, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 3,808 shares of VUG stock, worth $1.84 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

3,808

Previous 3,808 -0.0%

Holding current value

$1.84 Million

Previous $1.67 Billion 9.4%

% of portfolio

0.35%

Previous 0.35%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$329.49 - $438.4 $72,487 - $96,448	-220 Reduced 5.46%	3,808 $1.67 Billion
Q1 2025 May 14, 2025	BUY	$369.1 - $427.61 $103,348 - $119,730	280 Added 7.47%	4,028 $1.49 Billion
Q4 2024 Feb 12, 2025	SELL	$378.79 - $428.11 $155,303 - $175,525	-410 Reduced 9.86%	3,748 $1.54 Billion
Q3 2024 Nov 07, 2024	BUY	$341.08 - $391.94 $6,821 - $7,838	20 Added 0.48%	4,158 $1.6 Billion
Q2 2024 Aug 13, 2024	BUY	$322.46 - $377.11 $22,249 - $26,020	69 Added 1.7%	4,138 $1.55 Billion

Q1 2024 May 13, 2024	BUY	$301.05 - $346.61 $10,837 - $12,477	36 Added 0.89%	4,069 $1.4 Billion
Q4 2023 Feb 14, 2024	BUY	$261.54 - $312.16 $10,461 - $12,486	40 Added 1.0%	4,033 $1.25 Billion
Q3 2023 Nov 14, 2023	SELL	$269.56 - $293.5 $132,353 - $144,108	-491 Reduced 10.95%	3,993 $1.09 Billion
Q2 2023 Aug 14, 2023	BUY	$243.06 - $282.96 $124,932 - $145,441	514 Added 12.95%	4,484 $1.27 Billion
Q1 2023 May 16, 2023	SELL	$209.25 - $249.44 $97,929 - $116,737	-468 Reduced 10.55%	3,970 $990 Million
Q4 2022 Feb 06, 2023	BUY	$208.44 - $233.81 $925,056 - $1.04 Million	4,438 New	4,438 $946 Million

Others Institutions Holding VUG

# of Institutions

2,914

Shares Held

277M

Call Options Held

345K

Put Options Held

186K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

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Vertex Planning Partners, LLC Vanguard Growth ETF Transaction History