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Vanguard Growth ETF (VUG) Institutional Ownership

$361.75
+3.07 (+0.86%)
(As of 07/26/2024 ET)

Institutional Ownership Changes (13F Filings) for Vanguard Growth ETF (NYSEARCA:VUG)

Number of
Institutional Buyers
(last 12 months)
1398
Total
Institutional Inflows
(last 12 months)
$14.80B
Number of
Institutional Sellers
(last 12 months)
997
Total
Institutional Outflows
(last 12 months)
$3.14B
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VUG Institutional Buying and Selling by Quarter

Vanguard Growth ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/27/2024Legend Financial Advisors Inc.151$56K0.0%+112.7%0.000%
7/27/2024Evolution Advisers Inc.70,489$26.36M14.2%-3.3%0.020%
7/27/2024Riversedge Advisors LLC22,090$8.26M2.0%-0.2%0.006%
7/27/2024Rockwood Wealth Management LLC6,332$2.37M0.3%-4.5%0.002%
7/27/2024Whitaker Myers Wealth Managers LTD.4,613$1.73M0.6%-11.5%0.001%
7/26/2024Arcadia Wealth Management LLC60,165$22.50M12.9%+9.4%0.017%
7/26/2024Briaud Financial Planning Inc150$56K0.0%N/A0.000%
7/26/2024Ballast Advisors LLC1,458$545K0.2%-2.0%0.000%
7/26/20241900 Wealth Management LLC8,270$3.09M0.3%-10.5%0.002%
7/26/2024Avion Wealth11,730$4.39M1.2%-1.9%0.003%
7/26/2024Breakwater Capital Group3,007$1.13M0.3%+5.5%0.001%
7/26/2024BLB&B Advisors LLC37,253$13.93M0.8%-13.7%0.011%
7/26/2024Walkner Condon Financial Advisors LLC4,664$1.74M0.4%-29.1%0.001%
7/26/2024Tenon Financial LLC2,512$940K0.7%-5.6%0.001%
7/26/2024West Bancorporation Inc.8,454$3.16M2.3%+5.7%0.002%
7/26/2024Simmons Bank19,511$7.30M0.6%-1.8%0.006%
7/26/2024WealthShield Partners LLC15,579$5.83M0.9%+2.9%0.005%
7/26/2024Checchi Capital Advisers LLC154,658$57.84M2.9%+10.5%0.045%
7/26/2024Financial Connections Group Inc.35,430$13.25M6.9%N/A0.010%
7/26/2024Harbour Investments Inc.46,387$17.35M0.6%+10.2%0.013%
7/26/2024Patriot Financial Group Insurance Agency LLC10,635$3.98M0.6%+47.9%0.003%
7/26/2024Atomi Financial Group Inc.12,829$4.80M0.4%-0.3%0.004%
7/26/2024Cambridge Investment Research Advisors Inc.451,861$169.00M0.6%+4.2%0.131%
7/26/2024Integrity Wealth Solutions LLC27,875$10.44M6.8%+1.1%0.008%
7/26/2024Atlantic Edge Private Wealth Management LLC3,492$1.31M0.4%+27.4%0.001%
7/26/2024AlphaStar Capital Management LLC27,577$10.31M1.0%-23.3%0.008%
7/26/2024Signature Estate & Investment Advisors LLC718,819$268.85M6.7%+0.7%0.209%
7/26/2024Allspring Global Investments Holdings LLC50,756$18.98M0.0%+58,240.2%0.015%
7/26/2024Trust Co. of Virginia VA1,052$393K0.0%-19.4%0.000%
7/26/2024Cohen Investment Advisors LLC2,901$1.09M0.7%+4.9%0.001%
7/26/2024 MTM Investment Management LLC120$45K0.0%-81.7%0.000%
7/26/2024 Alpha Omega Wealth Management LLC3,031$1.13M0.2%-4.3%0.001%
7/26/2024 Verdence Capital Advisors LLC22,596$8.45M0.8%-1.4%0.007%
7/26/2024 Bank of New York Mellon Corp2,025,562$757.58M0.1%-0.1%0.588%
7/26/2024 Bristlecone Advisors LLC34,826$13.03M1.1%-1.9%0.010%
7/26/2024 TFG Advisers LLC1,024$383K0.1%-5.2%0.000%
7/26/2024 Salomon & Ludwin LLC44,721$16.73M1.9%-22.8%0.013%
7/26/2024Obsidian Personal Planning Solutions LLC6,755$2.53M1.5%+0.6%0.002%
7/25/2024 New Millennium Group LLC82$31K0.0%N/A0.000%
7/25/2024 First Heartland Consultants Inc.52,282$19.55M1.4%+19.8%0.015%
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7/25/2024 MinichMacGregor Wealth Management LLC636$238K0.1%N/A0.000%
7/25/2024 Easterly Investment Partners LLC5,617$2.10M0.2%-2.4%0.002%
7/25/2024 Raymond James Trust N.A.28,340$10.60M0.2%+22.0%0.008%
7/25/2024 Pineridge Advisors LLC310$116K0.0%-26.2%0.000%
7/25/2024 Core Wealth Management Inc.541$202K0.1%N/A0.000%
7/25/2024 Capital Advisors Ltd. LLC31,015$11.60M1.5%-0.3%0.009%
7/25/2024 AMG National Trust Bank2,118$792K0.0%+9.8%0.001%
7/25/2024 Tempus Wealth Planning LLC770$288K0.1%+32.3%0.000%
7/25/2024 Calamos Wealth Management LLC1,166$436K0.0%+93.0%0.000%
7/25/2024 Independence Bank of Kentucky3,181$1.19M0.3%+92.2%0.001%
7/25/2024 Aries Wealth Management32,200$12.04M3.8%+3.3%0.009%
7/25/2024 SNS Financial Group LLC24,940$9.34M1.0%-8.0%0.007%
7/25/2024 Destiny Wealth Partners LLC74,413$27.83M5.0%+64.8%0.022%
7/25/2024 Yeomans Consulting Group Inc.54,513$20.39M7.9%-12.1%0.016%
7/25/2024 Waypoint Capital Advisors LLC58,486$21.87M5.5%+61.2%0.017%
7/25/2024 Retirement Solution LLC557$208K0.1%N/A0.000%
7/25/2024 Tanager Wealth Management LLP1,176$440K0.1%N/A0.000%
7/25/2024 Institute for Wealth Management LLC.11,212$4.19M0.6%-8.8%0.003%
7/25/2024 Planning Alternatives Ltd. ADV40,501$15.15M2.5%-0.1%0.012%
7/25/2024 Destination Wealth Management158,485$59.28M2.0%-1.5%0.046%
7/25/2024 Bank of Stockton840$314K0.1%-5.1%0.000%
7/25/2024 Beacon Capital Management LLC79,282$29.65M5.5%+13.3%0.023%
7/25/2024 Atlantic Union Bankshares Corp2,130$797K0.0%+5.3%0.001%
7/24/2024 McAdam LLC6,772$2.53M0.2%+2.1%0.002%
7/24/2024LRI Investments LLC3,319$1.24M0.1%+11.0%0.001%
7/24/2024Gilliland Jeter Wealth Management LLC11,213$4.19M1.4%+0.4%0.003%
7/24/2024 Colton Groome Financial Advisors LLC1,754$656K0.3%+66.3%0.001%
7/24/2024 EWA LLC6,304$2.38M1.0%-2.4%0.002%
7/24/2024 Family Firm Inc.1,022$382K0.0%N/A0.000%
7/24/2024 TrueWealth Advisors LLC2,610$976K0.4%+3.0%0.001%
7/24/2024 Strategic Financial Partners Ltd.13,906$5.20M2.9%-0.8%0.004%
7/24/2024 Alta Wealth Advisors LLC3,870$1.45M0.7%-8.5%0.001%
7/24/2024 Horizon Bancorp Inc. IN29,641$11.09M5.3%+8.5%0.009%
7/24/2024 Traynor Capital Management Inc.1,585$593K0.0%-3.6%0.000%
7/24/2024 Quotient Wealth Partners LLC41,650$15.58M0.5%-14.4%0.012%
7/24/2024 Rezny Wealth Management Inc.318,706$119.20M31.9%+19.7%0.093%
7/24/2024 VeraBank N.A.28,822$10.78M3.3%+2.8%0.008%
7/24/2024 Lebenthal Global Advisors LLC1,662$622K0.1%N/A0.000%
7/24/2024 Everhart Financial Group Inc.26,591$9.95M2.6%-5.4%0.008%
7/24/2024 Charter Oak Capital Management LLC8,838$3.31M0.3%-10.0%0.003%
7/24/2024 Catalina Capital Group LLC1,818$680K0.3%+8.6%0.001%
7/24/2024 Boyd Wealth Management LLC4,132$1.55M0.9%-7.2%0.001%
7/24/2024 Spinnaker Investment Group LLC5,421$2.03M0.6%-3.7%0.002%
7/24/2024 Diversified LLC6,468$2.42M0.3%+8.0%0.002%
7/24/2024 Slagle Financial LLC1,286$481K0.2%-2.4%0.000%
7/24/2024 L. Roy Papp & Associates LLP7,168$2.68M0.3%-3.5%0.002%
7/24/2024 JB Capital LLC1,098$411K0.0%-10.4%0.000%
7/24/2024 Pathway Financial Advisors LLC120,742$45.16M12.2%-2.0%0.035%
7/24/2024 Leonard Rickey Investment Advisors P.L.L.C.37,914$14.18M3.4%+5.2%0.011%
7/24/2024Farrell Financial LLC1,248$467K0.4%+63.4%0.000%
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7/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors42,269$15.81M2.6%-0.8%0.012%
7/24/2024 Meredith Wealth Planning1,341$502K0.3%N/A0.000%
7/24/2024 My Legacy Advisors LLC4,634$1.73M0.6%N/A0.001%
7/24/2024 Catalyst Private Wealth LLC13,760$5.15M2.7%+3.2%0.004%
7/24/2024 Cedrus LLC36,783$13.76M6.9%+5.4%0.011%
7/24/2024 &PARTNERS32,513$12.16M0.5%+171.2%0.009%
7/23/2024 Geneos Wealth Management Inc.20,326$7.60M0.3%+3.6%0.006%
7/23/2024 Financial Synergies Wealth Advisors Inc.246,774$92.30M12.4%-1.0%0.072%
7/23/2024 Jacobsen Capital Management101,473$37.95M17.0%+0.1%0.029%
7/23/2024 SOL Capital Management CO16,882$6.31M0.8%+4.1%0.005%
(Data available from 1/1/2016 forward)

VUG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VUG shares?

During the previous two years, 2,194 institutional investors and hedge funds held shares of Vanguard Growth ETF. The most heavily invested institutionals were Bank of America Corp DE ($10.79B), Jones Financial Companies Lllp ($5.98B), Morgan Stanley ($3.34B), Financial Engines Advisors L.L.C. ($2.75B), Envestnet Asset Management Inc. ($2.74B), UBS Group AG ($1.72B), and LPL Financial LLC ($1.22B).Learn more on VUG's institutional investors.

Which institutional investors have been buying Vanguard Growth ETF stock?

Of the 1,958 institutional investors that purchased Vanguard Growth ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: CFS Investment Advisory Services LLC ($36.38M), Bishop & Co Investment Management LLC ($21.79M), EP Wealth Advisors LLC ($5.71M), Bank of America Corp DE ($3.63M), Rezny Wealth Management Inc. ($3.63M), TIAA Trust National Association ($3.54M), and Adviser Investments LLC ($2.84M).

How much institutional buying is happening at Vanguard Growth ETF?

Institutional investors have bought a total of 127,471,892 shares in the last 24 months. This purchase volume represents approximately $31.87B in transactions.

Which Vanguard Growth ETF major shareholders have been selling company stock?

Of the 1,383 institutional investors that sold Vanguard Growth ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: CFS Investment Advisory Services LLC ($23.84M), Financial Engines Advisors L.L.C. ($1.51M), Envestnet Asset Management Inc. ($1.23M), Citigroup Inc. ($1.01M), Jones Financial Companies Lllp ($936.44K), Bank of New York Mellon Corp ($574.66K), and BOK Financial Private Wealth Inc. ($475.48K).

How much institutional selling is happening at Vanguard Growth ETF?

Institutional investors have sold a total of 45,431,243 shares in the last 24 months. This volume of shares sold represents approximately $10.99B in transactions.


This page (NYSEARCA:VUG) was last updated on 7/27/2024 by MarketBeat.com Staff

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