Caldwell Trust Co Takes $2.85 Million Position in Vanguard Growth ETF $VUG

Caldwell Trust Co acquired a new stake in Vanguard Growth ETF (NYSEARCA:VUG) during the second quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 6,494 shares of the company’s stock, valued at approximately $2,847,000.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in VUG. Watts Gwilliam & Co. LLC raised its position in shares of Vanguard Growth ETF by 17.8% in the second quarter. Watts Gwilliam & Co. LLC now owns 21,866 shares of the company’s stock valued at $10,410,000 after purchasing an additional 3,299 shares during the period. Canal Capital Management LLC boosted its holdings in shares of Vanguard Growth ETF by 4.7% during the 2nd quarter. Canal Capital Management LLC now owns 2,236 shares of the company’s stock worth $980,000 after buying an additional 100 shares during the period. Valeo Financial Advisors LLC grew its stake in Vanguard Growth ETF by 35.1% in the 2nd quarter. Valeo Financial Advisors LLC now owns 43,076 shares of the company’s stock valued at $18,885,000 after buying an additional 11,196 shares during the last quarter. Prospera Capital Management LLC grew its stake in Vanguard Growth ETF by 3.3% in the 2nd quarter. Prospera Capital Management LLC now owns 10,286 shares of the company’s stock valued at $4,514,000 after buying an additional 329 shares during the last quarter. Finally, Osaic Holdings Inc. raised its holdings in Vanguard Growth ETF by 17.8% in the 2nd quarter. Osaic Holdings Inc. now owns 924,632 shares of the company’s stock worth $402,225,000 after acquiring an additional 139,952 shares during the period.

Vanguard Growth ETF Price Performance

Shares of VUG opened at $485.26 on Monday. The company has a market capitalization of $196.98 billion, a PE ratio of 36.22 and a beta of 1.17. Vanguard Growth ETF has a one year low of $316.14 and a one year high of $505.38. The company’s fifty day moving average price is $486.90 and its 200 day moving average price is $463.09.

Vanguard Growth ETF 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.