Holistic Planning LLC Has $6.10 Million Stock Position in Vanguard Growth ETF (NYSEARCA:VUG)

Holistic Planning LLC boosted its position in Vanguard Growth ETF (NYSEARCA:VUG) by 6.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 14,870 shares of the company’s stock after buying an additional 933 shares during the period. Vanguard Growth ETF makes up 2.2% of Holistic Planning LLC’s holdings, making the stock its 9th biggest holding. Holistic Planning LLC’s holdings in Vanguard Growth ETF were worth $6,103,000 at the end of the most recent quarter.

A number of other institutional investors have also bought and sold shares of VUG. Axiom Advisory LLC boosted its position in shares of Vanguard Growth ETF by 9.3% during the 3rd quarter. Axiom Advisory LLC now owns 7,251,690 shares of the company’s stock worth $2,696,912,000 after purchasing an additional 614,652 shares in the last quarter. LPL Financial LLC boosted its holdings in Vanguard Growth ETF by 0.9% in the third quarter. LPL Financial LLC now owns 4,986,268 shares of the company’s stock worth $1,914,378,000 after acquiring an additional 46,171 shares in the last quarter. EP Wealth Advisors LLC grew its stake in Vanguard Growth ETF by 6.5% in the third quarter. EP Wealth Advisors LLC now owns 3,176,728 shares of the company’s stock valued at $1,219,641,000 after acquiring an additional 194,506 shares during the period. Mill Creek Capital Advisors LLC increased its holdings in shares of Vanguard Growth ETF by 0.8% during the third quarter. Mill Creek Capital Advisors LLC now owns 2,685,044 shares of the company’s stock valued at $1,030,869,000 after acquiring an additional 21,547 shares in the last quarter. Finally, Commonwealth Equity Services LLC increased its holdings in shares of Vanguard Growth ETF by 0.8% during the third quarter. Commonwealth Equity Services LLC now owns 1,847,310 shares of the company’s stock valued at $709,238,000 after acquiring an additional 14,020 shares in the last quarter.

Vanguard Growth ETF Stock Down 0.4 %

Shares of VUG opened at $418.35 on Monday. The business’s fifty day moving average is $416.78 and its 200 day moving average is $392.57. Vanguard Growth ETF has a 12-month low of $317.59 and a 12-month high of $428.69. The stock has a market cap of $144.12 billion, a P/E ratio of 39.58 and a beta of 1.26.

Vanguard Growth ETF Company Profile

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.