Vanguard Growth ETF $VUG is Waverly Advisors LLC’s 2nd Largest Position

Waverly Advisors LLC grew its stake in Vanguard Growth ETF (NYSEARCA:VUG) by 4.9% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 773,094 shares of the company’s stock after acquiring an additional 36,428 shares during the quarter. Vanguard Growth ETF accounts for 2.5% of Waverly Advisors LLC’s portfolio, making the stock its 2nd biggest holding. Waverly Advisors LLC owned about 0.18% of Vanguard Growth ETF worth $337,680,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently modified their holdings of the company. Enclave Advisors LLC grew its stake in shares of Vanguard Growth ETF by 6.6% during the 4th quarter. Enclave Advisors LLC now owns 39,547 shares of the company’s stock valued at $19,293,000 after purchasing an additional 2,462 shares during the period. Cypress Financial Planning LLC boosted its holdings in shares of Vanguard Growth ETF by 50.3% in the fourth quarter. Cypress Financial Planning LLC now owns 3,717 shares of the company’s stock worth $1,823,000 after buying an additional 1,244 shares during the last quarter. Dominguez Wealth Management Solutions Inc. grew its position in Vanguard Growth ETF by 3.2% during the fourth quarter. Dominguez Wealth Management Solutions Inc. now owns 53,989 shares of the company’s stock valued at $26,339,000 after buying an additional 1,670 shares during the period. Nova R Wealth Inc. bought a new stake in Vanguard Growth ETF during the fourth quarter valued at approximately $769,000. Finally, Bell Bank increased its holdings in Vanguard Growth ETF by 3.9% during the fourth quarter. Bell Bank now owns 590,640 shares of the company’s stock valued at $288,150,000 after buying an additional 22,343 shares during the last quarter.

Vanguard Growth ETF Trading Down 0.4%

Shares of VUG stock opened at $83.48 on Friday. Vanguard Growth ETF has a 12 month low of $69.63 and a 12 month high of $90.60. The stock has a market cap of $215.95 billion, a P/E ratio of 36.22 and a beta of 1.22. The company has a 50 day simple moving average of $86.41 and a two-hundred day simple moving average of $81.58.

About Vanguard Growth ETF

Vanguard Growth Index Fund, formerly Vanguard Growth ETF, is an exchange-traded share class of Vanguard Growth Index Fund, which employs a passive management or indexing investment approach designed to track the performance of the MSCI US Prime Market Growth Index (the Index). The Index is a diversified index of growth stocks of large United States companies. The Index represents the growth companies of the MSCI US Prime Market 750 Index. The MSCI US Prime Market 750 Index represents the universe of large-capitalization companies in the United States equity market.