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 2,470 institutions that hold shares in the stock, with a total of 248 Million shares, which have been reported (via 13F filing form) to have a value of $104 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
61,985
shares
|
$25.9 Million
2.24% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
61,205
shares
|
$25.6 Million
1.63% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
60,910
shares
|
$25.5 Million
0.55% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
60,466
shares
|
$25.3 Million
0.97% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Nov 12, 2024 Q3 2024 |
60,262
shares
|
$25.2 Million
15.99% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
59,902
shares
|
$25.1 Million
7.24% of portfolio
|
Q4 2023
Added 1.13%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
59,712
shares
|
$25 Million
0.89% of portfolio
|
Q4 2024
Reduced 18.84%
|
|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
59,415
shares
|
$24.9 Million
0.84% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
59,356
shares
|
$24.8 Million
0.37% of portfolio
|
Q3 2024
Reduced 13.81%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Nov 14, 2024 Q3 2024 |
59,098
shares
|
$24.7 Million
11.58% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
58,764
shares
|
$24.6 Million
0.27% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
58,750
shares
|
$24.6 Million
0.29% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
58,236
shares
|
$24.4 Million
1.66% of portfolio
|
Q2 2024
Reduced 0.88%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
58,179
shares
|
$24.3 Million
0.14% of portfolio
|
Q3 2024
Added 9.06%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
58,176
shares
|
$24.3 Million
0.56% of portfolio
|
Q4 2024
Reduced 8.8%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
58,084
shares
|
$24.3 Million
5.59% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
57,672
shares
|
$24.1 Million
1.4% of portfolio
|
Q3 2024
Added 18.74%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
57,542
shares
|
$24.1 Million
2.84% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
55,585
shares
|
$23.3 Million
1.06% of portfolio
|
Q3 2024
New holding
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
55,566
shares
|
$23.2 Million
6.19% of portfolio
|
Q3 2024
Added 11.17%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
55,510
shares
|
$23.2 Million
0.51% of portfolio
|
Q3 2022
Reduced 0.01%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
55,262
shares
|
$23.1 Million
0.63% of portfolio
|
Q3 2024
Added 5.18%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
55,105
shares
|
$23.1 Million
0.67% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
55,033
shares
|
$23 Million
5.96% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
54,461
shares
|
$22.8 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.53%
|