VUG
Vanguard Growth ETF
1W: -1.1%
1M: +5.4%
3M: -81.2%
YTD: -81.5%
1Y: -75.8%
3Y: -64.0%
5Y: -67.0%
$87.54
+0.06 (+0.07%)
Weekly Expected Move ±2.1%
$84
$86
$87
$89
$91
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — VUG
2,926
Institutional Holders
-14 vs prior quarter
0.0%
Ownership
+0.00pp
104B
Total Invested
126
New Positions
1111
Increased
1262
Reduced
361
Closed
1.33
Put/Call Ratio
Ownership Trends
Top Institutional Holders (3083 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 54,648,818 | 4.8B | +6,771,524 | +14.1% | 13Q | SEC ↗ |
| 2 | JONES FINANCIAL COMPANIES LLLP | 39,228,809 | 3.4B | -153,174 | -0.4% | 13Q | SEC ↗ |
| 3 | MORGAN STANLEY | 14,385,761 | 1.3B | -387,829 | -2.6% | 12Q | SEC ↗ |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 8,696,213 | $761M | +1,040,585 | +13.6% | 13Q | SEC ↗ |
| 5 | MONETA GROUP INVESTMENT ADVISORS LLC | 8,485,080 | $743M | +7,114,129 | +518.9% | 13Q | SEC ↗ |
| 6 | Valpey Financial Services, LLC | 8,185,539 | $717M | +8,168,117 | +46883.9% | 3Q | SEC ↗ |
| 7 | Financial Engines Advisors L.L.C. | 6,503,155 | $569M | +8,481 | +0.1% | 13Q | SEC ↗ |
| 8 | UBS Group AG | 6,068,786 | $531M | +454,224 | +8.1% | 13Q | SEC ↗ |
| 9 | LPL Financial LLC | 5,395,832 | $472M | -95,066 | -1.7% | 13Q | SEC ↗ |
| 10 | WELLS FARGO & COMPANY/MN | 4,323,203 | $378M | +110,503 | +2.6% | 12Q | SEC ↗ |
| 11 | AMERIPRISE FINANCIAL INC | 4,022,942 | $352M | +136,624 | +3.5% | 13Q | SEC ↗ |
| 12 | EP Wealth Advisors, LLC | 3,651,263 | $320M | +187,033 | +5.4% | 2Q | SEC ↗ |
| 13 | RAYMOND JAMES FINANCIAL INC | 3,575,213 | $313M | +246,574 | +7.4% | 6Q | SEC ↗ |
| 14 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL S NEW | 3,441,990 | $301M | — | +0.0% | 1Q | SEC ↗ |
| 15 | FMR LLC | 2,579,305 | $226M | -9,805 | -0.4% | 13Q | SEC ↗ |
| 16 | Mill Creek Capital Advisors, LLC | 2,497,362 | $219M | +15,432 | +0.6% | 13Q | SEC ↗ |
| 17 | Cetera Investment Advisers | 2,298,549 | $201M | +174,490 | +8.2% | 13Q | SEC ↗ |
| 18 | PNC FINANCIAL SERVICES GROUP, INC. | 2,285,943 | $200M | -600 | -0.0% | 13Q | SEC ↗ |
| 19 | ROYAL BANK OF CANADA | 2,249,069 | $197M | +61,421 | +2.8% | 13Q | SEC ↗ |
| 20 | RWA WEALTH PARTNERS, LLC | 2,198,247 | $192M | -42,333 | -1.9% | 13Q | SEC ↗ |
| 21 | JPMORGAN CHASE & CO | 1,947,496 | $170M | +154,565 | +8.6% | 13Q | SEC ↗ |
| 22 | Mariner, LLC | 1,898,195 | $166M | +65,835 | +3.6% | 13Q | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 1,812,196 | $159M | -101,517 | -5.3% | 13Q | SEC ↗ |
| 24 | D.A. DAVIDSON & CO. | 1,811,209 | $159M | +37,840 | +2.1% | 13Q | SEC ↗ |
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 1,775,949 | $155M | +21,210 | +1.2% | 13Q | SEC ↗ |
| 26 | HighTower Advisors, LLC | 1,589,188 | $139M | +12,392 | +0.8% | 13Q | SEC ↗ |
| 27 | COMMONWEALTH EQUITY SERVICES, LLC | 1,585,271 | $139M | -66,259 | -4.0% | 13Q | SEC ↗ |
| 28 | Provida Pension Fund Administrator | 1,501,403 | $131M | +83,885 | +5.9% | 11Q | SEC ↗ |
| 29 | SEI INVESTMENTS CO | 1,472,034 | $129M | +15,613 | +1.1% | 13Q | SEC ↗ |
| 30 | Corient Private Wealth LLC | 1,417,238 | $124M | -1,582,041 | -52.7% | 13Q | SEC ↗ |
| 31 | CAPTRUST FINANCIAL ADVISORS | 1,323,256 | $116M | +12,684 | +1.0% | 13Q | SEC ↗ |
| 32 | Performance Wealth Partners, LLC | 1,274,384 | $112M | -5,133 | -0.4% | 13Q | SEC ↗ |
| 33 | Modera Wealth Management, LLC | 1,241,457 | $109M | +44,669 | +3.7% | 13Q | SEC ↗ |
| 34 | OSAIC HOLDINGS, INC. | 1,226,004 | $107M | +197,436 | +19.2% | 13Q | SEC ↗ |
| 35 | GOLDMAN SACHS GROUP INC | 1,204,403 | $105M | -1,155,343 | -49.0% | 13Q | SEC ↗ |
| 36 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 1,087,893 | $95M | +13,243 | +1.2% | 12Q | SEC ↗ |
| 37 | Wellspring Financial Advisors, LLC | 1,042,054 | $91M | +3,534 | +0.3% | 13Q | SEC ↗ |
| 38 | CHOREO, LLC | 1,040,017 | $91M | +23,933 | +2.4% | 13Q | SEC ↗ |
| 39 | TRUIST FINANCIAL CORP | 1,037,216 | $91M | -40,784 | -3.8% | 13Q | SEC ↗ |
| 40 | SIGNATURE ESTATE & INVESTMENT ADVISORS | 989,422 | $87M | -36,450 | -3.6% | 13Q | SEC ↗ |
| 41 | MISSION WEALTH MANAGEMENT, LP | 986,756 | $86M | +5,531 | +0.6% | 13Q | SEC ↗ |
| 42 | CITIGROUP INC | 934,721 | $82M | +56,703 | +6.5% | 12Q | SEC ↗ |
| 43 | Chicago Partners Investment Group LLC | 904,369 | $79M | +755,720 | +508.4% | 13Q | SEC ↗ |
| 44 | CBIZ Investment Advisory Services, LLC | 904,105 | $79M | +76,401 | +9.2% | 13Q | SEC ↗ |
| 45 | NATIXIS ADVISORS, LLC | 844,309 | $74M | +66,518 | +8.6% | 13Q | SEC ↗ |
| 46 | Merit Financial Group, LLC | 824,223 | $72M | +6,328 | +0.8% | 13Q | SEC ↗ |
| 47 | TWO SIGMA INVESTMENTS, LP | 816,840 | $72M | -49,260 | -5.7% | 11Q | SEC ↗ |
| 48 | Systematic Alpha Investments, LLC | 784,030 | $69M | +653,358 | +500.0% | 13Q | SEC ↗ |
| 49 | Waverly Advisors, LLC | 773,094 | $68M | +36,428 | +4.9% | 13Q | SEC ↗ |
| 50 | STIFEL FINANCIAL CORP | 738,592 | $65M | -2,741 | -0.4% | 13Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | 3,441,990 | $301M |
| GLENMEDE TRUST CO NA | 267,583 | $23M |
| VANGUARD ADVISERS INC | 173,915 | $15M |
| Tulsa Wealth Advisors, INC | 55,628 | $5M |
| CIBC Bancorp USA Inc. | 52,307 | $5M |
| Legacy Edge Advisors, LLC | 46,722 | $4M |
| MATRIX PRIVATE CAPITAL GROUP LLC | 40,561 | $4M |
| Junk Investment Group, LLC | 31,574 | $3M |
| Vanguard National Trust Co | 30,436 | $3M |
| Veratis Advisors, Inc. | 24,081 | $2M |
| GLR Partners, LLC | 23,621 | $2M |
| Leo H. Evart, Inc. | 21,790 | $2M |
| Abich Financial Wealth Management L | 21,462 | $2M |
| TIAA Wealth Investment Management L | 18,030 | $2M |
| Talon Private Wealth, LLC | 16,069 | $1M |
| Capital Advisor Network LLC | 15,733 | $1M |
| LightSquare Wealth Management, LLC | 15,595 | $1M |
| IMC-Chicago, LLC | 14,717 | $1M |
| ACTION POINT FINANCIAL PLANNING, LL | 13,408 | $1M |
| Downshift Financial, LLC | 10,158 | $889K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| NewEdge Advisors, LLC | 405,902 | $36M |
| J.W. COLE ADVISORS, INC. | 121,365 | $11M |
| AXXCESS WEALTH MANAGEMENT, LLC | 118,672 | $10M |
| Ocean Park Asset Management, LLC | 94,697 | $8M |
| Penserra Capital Management LLC | 67,949 | $6M |
| Piedmont Capital Management, LLC | 48,641 | $4M |
| Guardian Partners Inc. | 47,082 | $4M |
| Compass Wealth Management LLC | 42,796 | $4M |
| Consolidated Portfolio Review Corp | 38,075 | $3M |
| SOL Capital Management CO | 30,703 | $3M |
| PFG Private Wealth Management, LLC | 29,467 | $3M |
| FLOW TRADERS U.S. LLC | 23,793 | $2M |
| AlphaStar Capital Management, LLC | 22,139 | $2M |
| Jump Financial, LLC | 21,385 | $2M |
| BRIGHTON JONES LLC | 19,446 | $2M |
| WIN ADVISORS, INC | 18,963 | $2M |
| Northern Financial Advisors Inc | 16,324 | $1M |
| TABR Capital Management, LLC | 11,792 | $1M |
| Fund Evaluation Group, LLC | 11,693 | $1M |
| Kingstone Capital Partners Texas, L | 11,092 | $971K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Valpey Financial Services, LLC | +8,168,117 | +46883.9% | 8,185,539 |
| MONETA GROUP INVESTMENT ADVISORS LL | +7,114,129 | +518.9% | 8,485,080 |
| BANK OF AMERICA CORP /DE | +6,771,524 | +14.1% | 54,648,818 |
| ENVESTNET ASSET MANAGEMENT INC | +1,040,585 | +13.6% | 8,696,213 |
| Chicago Partners Investment Group L | +755,720 | +508.4% | 904,369 |
| Systematic Alpha Investments, LLC | +653,358 | +500.0% | 784,030 |
| UBS Group AG | +454,224 | +8.1% | 6,068,786 |
| VestGen Advisors, LLC | +451,995 | +973.2% | 498,438 |
| EverSource Wealth Advisors, LLC | +281,874 | +146.2% | 474,670 |
| RAYMOND JAMES FINANCIAL INC | +246,574 | +7.4% | 3,575,213 |
| OSAIC HOLDINGS, INC. | +197,436 | +19.2% | 1,226,004 |
| EP Wealth Advisors, LLC | +187,033 | +5.4% | 3,651,263 |
| Cetera Investment Advisers | +174,490 | +8.2% | 2,298,549 |
| JPMORGAN CHASE & CO | +154,565 | +8.6% | 1,947,496 |
| Berger Financial Group, Inc | +153,109 | +422.5% | 189,350 |
| Independent Advisor Alliance | +152,813 | +2718.6% | 158,434 |
| Kraft, Davis & Associates, LLC | +151,614 | +498.0% | 182,061 |
| Vestmark Advisory Solutions, Inc. | +140,941 | +1983.4% | 148,047 |
| UMB Bank, n.a. | +140,512 | +492.8% | 169,023 |
| Cerity Partners LLC | +140,239 | +25.2% | 696,274 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| TIAA TRUST, NATIONAL ASSOCIATION | -3,466,011 | -96.2% | 135,596 |
| Corient Private Wealth LLC | -1,582,041 | -52.7% | 1,417,238 |
| Balentine LLC | -1,278,426 | -80.4% | 312,246 |
| GOLDMAN SACHS GROUP INC | -1,155,343 | -49.0% | 1,204,403 |
| Align Financial, LLC | -875,879 | -99.8% | 1,781 |
| Rockefeller Capital Management L.P. | -571,141 | -48.2% | 614,604 |
| MORGAN STANLEY | -387,829 | -2.6% | 14,385,761 |
| CAHILL FINANCIAL ADVISORS INC | -289,322 | -63.6% | 165,939 |
| Battery Global Advisors, LLC | -222,207 | -94.8% | 12,241 |
| Venturi Wealth Management, LLC | -214,842 | -74.2% | 74,592 |
| JONES FINANCIAL COMPANIES LLLP | -153,174 | -0.4% | 39,228,809 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -141,294 | -23.2% | 467,125 |
| Equitable Holdings, Inc. | -139,616 | -17.6% | 652,398 |
| Total Wealth Planning, LLC | -139,093 | -94.0% | 8,837 |
| Howard Capital Management Inc. | -124,809 | -42.1% | 171,638 |
| Checchi Capital Advisers, LLC | -122,892 | -93.5% | 8,568 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | -113,197 | -55.9% | 89,359 |
| TL Private Wealth | -111,150 | -51.1% | 106,214 |
| MML INVESTORS SERVICES, LLC | -110,746 | -14.3% | 663,015 |
| US BANCORP \DE | -104,642 | -35.8% | 187,820 |