GoalFusion Wealth Management LLC Makes New $6.71 Million Investment in Vanguard Growth ETF $VUG

GoalFusion Wealth Management LLC acquired a new stake in shares of Vanguard Growth ETF (NYSEARCA:VUG) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 13,990 shares of the company’s stock, valued at approximately $6,710,000. Vanguard Growth ETF accounts for 3.2% of GoalFusion Wealth Management LLC’s investment portfolio, making the stock its 8th largest holding.

Several other institutional investors have also modified their holdings of the stock. Bank of America Corp DE raised its holdings in Vanguard Growth ETF by 1.8% during the 2nd quarter. Bank of America Corp DE now owns 49,386,990 shares of the company’s stock valued at $21,651,256,000 after buying an additional 851,110 shares during the period. Jones Financial Companies Lllp increased its position in Vanguard Growth ETF by 12.9% during the first quarter. Jones Financial Companies Lllp now owns 32,272,101 shares of the company’s stock valued at $11,954,597,000 after acquiring an additional 3,694,339 shares during the last quarter. Laurel Wealth Advisors LLC raised its stake in shares of Vanguard Growth ETF by 45,810.0% in the second quarter. Laurel Wealth Advisors LLC now owns 9,185,671 shares of the company’s stock valued at $4,026,998,000 after acquiring an additional 9,165,663 shares during the period. Envestnet Asset Management Inc. lifted its holdings in shares of Vanguard Growth ETF by 1.0% in the 2nd quarter. Envestnet Asset Management Inc. now owns 8,127,139 shares of the company’s stock worth $3,562,911,000 after acquiring an additional 79,107 shares during the last quarter. Finally, Ameriprise Financial Inc. boosted its stake in shares of Vanguard Growth ETF by 0.4% during the 2nd quarter. Ameriprise Financial Inc. now owns 3,886,118 shares of the company’s stock worth $1,705,829,000 after purchasing an additional 16,250 shares during the period.

Vanguard Growth ETF Trading Down 0.8%

Shares of NYSEARCA:VUG opened at $487.86 on Friday. Vanguard Growth ETF has a 12 month low of $316.14 and a 12 month high of $505.38. The company has a market capitalization of $198.03 billion, a price-to-earnings ratio of 36.22 and a beta of 1.17. The firm’s 50-day moving average is $489.06 and its 200 day moving average is $469.22.

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. 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.