Waterford Advisors, LLC Vanguard Growth ETF Transaction History

Waterford Advisors, LLC

  • $289 Billion
  • Q3 2025

A detailed history of Waterford Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Waterford Advisors, LLC holds 64,784 shares of VUG stock, worth $31.3 Million. This represents 10.74% of its overall portfolio holdings.

Number of Shares
64,784
Previous 1,280 4961.25%
Holding current value
$31.3 Million
Previous $561,000 5538385.38%
% of portfolio
10.74%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$433.97 - $484.08 $27.6 Million - $30.7 Million
63,504 Added 4961.25%
64,784 $31.1 Billion
Q2 2025

Aug 14, 2025
SELL
$329.49 - $438.4 $20 Million - $26.7 Million
-60,795 Reduced 97.94%
1,280 $561,000
Q1 2025

May 14, 2025
BUY
$369.1 - $427.61 $656,628 - $760,718
1,779 Added 2.95%
62,075 $23 Million
Q4 2024

Feb 14, 2025
BUY
$378.79 - $428.11 $453,790 - $512,875
1,198 Added 2.03%
60,296 $24.7 Million
Q3 2024

Nov 14, 2024
SELL
$341.08 - $391.94 $114,943 - $132,083
-337 Reduced 0.57%
59,098 $22.7 Million
Q2 2024

Aug 14, 2024
BUY
$322.46 - $377.11 $116,730 - $136,513
362 Added 0.61%
59,435 $22.2 Million
Q1 2024

May 15, 2024
BUY
$301.05 - $346.61 $452,779 - $521,301
1,504 Added 2.61%
59,073 $20.3 Million
Q4 2023

Feb 13, 2024
SELL
$261.54 - $312.16 $70,615 - $84,283
-270 Reduced 0.47%
57,569 $17.9 Million
Q3 2023

Nov 07, 2023
BUY
$269.56 - $293.5 $114,563 - $124,737
425 Added 0.74%
57,839 $15.8 Million
Q2 2023

Jul 31, 2023
BUY
$243.06 - $282.96 $382,333 - $445,096
1,573 Added 2.82%
57,414 $16.2 Million
Q1 2023

May 02, 2023
BUY
$209.25 - $249.44 $395,901 - $471,940
1,892 Added 3.51%
55,841 $13.9 Million
Q4 2022

Feb 14, 2023
BUY
$208.44 - $233.81 $11.2 Million - $12.6 Million
53,949 New
53,949 $11.5 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

VUG Quotes by TradingView
  • Ticker VUG
  • Sector ETFs
  • Industry ETFs
More about VUG
Track This Portfolio

Track Waterford Advisors, LLC Portfolio

Follow Waterford Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Waterford Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Waterford Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email