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 2,676 institutions that hold shares in the stock, with a total of 257 Million shares, which have been reported (via 13F filing form) to have a value of $97.3 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
148,241
shares
|
$56.1 Million
16.32% of portfolio
|
Q3 2023
Added 0.85%
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
147,639
shares
|
$55.9 Million
1.11% of portfolio
|
Q1 2025
Reduced 7.89%
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
147,302
shares
|
$55.7 Million
8.46% of portfolio
|
Q4 2024
Added 4.37%
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
146,729
shares
|
$55.5 Million
0.23% of portfolio
|
Q1 2025
Reduced 5.43%
|
|
Kovitz Investment Group Partners, LLC
|
May 13, 2025 Q1 2025 |
145,080
shares
|
$54.9 Million
0.3% of portfolio
|
Q1 2025
Reduced 10.51%
|
|
Partners In Financial Planning
Salem, VA |
Apr 30, 2025 Q1 2025 |
144,647
shares
|
$54.7 Million
10.78% of portfolio
|
Q3 2021
Added 0.17%
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
144,249
shares
|
$54.6 Million
2.01% of portfolio
|
Q4 2024
Reduced 27.98%
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
142,359
shares
|
$53.9 Million
5.08% of portfolio
|
Q1 2025
Added 0.2%
|
|
Total Wealth Planning, LLC
|
Apr 15, 2025 Q1 2025 |
140,293
shares
|
$53.1 Million
8.5% of portfolio
|
Q1 2025
Added 1.55%
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
137,745
shares
|
$52.1 Million
9.72% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
136,533
shares
|
$51.6 Million
9.78% of portfolio
|
Q1 2025
Added 15.8%
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
132,792
shares
|
$50.2 Million
0.76% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
Inspirion Wealth Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
131,526
shares
|
$49.8 Million
6.83% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
130,672
shares
|
$49.4 Million
1.99% of portfolio
|
Q4 2021
Reduced 1.29%
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
130,451
shares
|
$49.3 Million
4.84% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
128,829
shares
|
$48.7 Million
3.55% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
128,006
shares
|
$48.4 Million
0.85% of portfolio
|
Q1 2025
Added 0.48%
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
127,524
shares
|
$48.2 Million
13.74% of portfolio
|
Q1 2025
Added 59.37%
|
|
Affinity Capital Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
127,304
shares
|
$48.2 Million
8.97% of portfolio
|
Q1 2025
Reduced 6.18%
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
125,402
shares
|
$47.4 Million
0.28% of portfolio
|
Q1 2025
Added 7.37%
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
124,542
shares
|
$47.1 Million
3.56% of portfolio
|
Q1 2025
Added 3.32%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
123,826
shares
|
$46.8 Million
0.02% of portfolio
|
Q1 2025
Added 2.25%
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
May 08, 2025 Q1 2025 |
123,485
shares
|
$46.7 Million
25.05% of portfolio
|
Q1 2025
Added 2.3%
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
123,381
shares
|
$46.7 Million
4.86% of portfolio
|
Q1 2025
Reduced 9.84%
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
122,281
shares
|
$46.3 Million
1.42% of portfolio
|
Q1 2025
Reduced 0.98%
|