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 |
|---|---|---|---|---|---|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
36,268
shares
|
$15.2 Million
5.53% of portfolio
|
Q2 2023
Reduced 3.02%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
36,210
shares
|
$15.1 Million
0.15% of portfolio
|
Q2 2024
Added 0.27%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
36,040
shares
|
$15.1 Million
5.44% of portfolio
|
Q3 2024
Added 8.09%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
35,716
shares
|
$14.9 Million
0.53% of portfolio
|
Q4 2024
Added 4.28%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
35,497
shares
|
$14.9 Million
5.68% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
35,412
shares
|
$14.8 Million
6.98% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
35,328
shares
|
$14.8 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
35,244
shares
|
$14.7 Million
1.47% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Northstar Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
35,199
shares
|
$14.7 Million
3.45% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
35,100
shares
|
$14.7 Million
3.96% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Safir Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
35,056
shares
|
$14.7 Million
11.16% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
34,974
shares
|
$14.6 Million
1.18% of portfolio
|
Q3 2024
Added 8.06%
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
34,883
shares
|
$14.6 Million
1.71% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
34,777
shares
|
$14.5 Million
3.78% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 21, 2025 Q4 2024 |
34,739
shares
|
$14.5 Million
8.6% of portfolio
|
Q4 2024
Added 16.83%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
34,485
shares
|
$14.4 Million
0.3% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
34,281
shares
|
$14.3 Million
0.12% of portfolio
|
Q3 2024
Added 25.88%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Oct 07, 2024 Q3 2024 |
34,261
shares
|
$14.3 Million
4.13% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
34,169
shares
|
$14.3 Million
1.12% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
33,970
shares
|
$14.2 Million
1.1% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
33,733
shares
|
$14.1 Million
2.79% of portfolio
|
Q4 2024
Reduced 15.12%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
33,625
shares
|
$14.1 Million
0.79% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
33,532
shares
|
$14 Million
1.78% of portfolio
|
Q3 2023
Reduced 24.9%
|
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
33,465
shares
|
$14 Million
0.66% of portfolio
|
Q3 2024
Reduced 29.59%
|
|
|
Peterson Wealth Services
|
Jan 29, 2025 Q4 2024 |
33,414
shares
|
$14 Million
4.14% of portfolio
|
Q4 2024
Reduced 3.37%
|