Vanguard Growth ETF (NYSEARCA:VUG) is Cassady Schiller Wealth Management LLC’s 4th Largest Position

Cassady Schiller Wealth Management LLC raised its holdings in shares of Vanguard Growth ETF (NYSEARCA:VUG) by 11.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 38,173 shares of the company’s stock after buying an additional 3,845 shares during the period. Vanguard Growth ETF comprises approximately 5.9% of Cassady Schiller Wealth Management LLC’s portfolio, making the stock its 4th largest position. Cassady Schiller Wealth Management LLC’s holdings in Vanguard Growth ETF were worth $11,867,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the business. WealthPlan Investment Management LLC bought a new position in shares of Vanguard Growth ETF during the third quarter valued at about $253,000. SteelPeak Wealth LLC raised its stake in shares of Vanguard Growth ETF by 159.0% during the third quarter. SteelPeak Wealth LLC now owns 2,341 shares of the company’s stock valued at $638,000 after acquiring an additional 1,437 shares during the last quarter. Fortis Capital Management LLC raised its stake in shares of Vanguard Growth ETF by 23.6% during the third quarter. Fortis Capital Management LLC now owns 896 shares of the company’s stock valued at $244,000 after acquiring an additional 171 shares during the last quarter. Regent Peak Wealth Advisors LLC raised its stake in shares of Vanguard Growth ETF by 2.2% during the third quarter. Regent Peak Wealth Advisors LLC now owns 58,918 shares of the company’s stock valued at $16,044,000 after acquiring an additional 1,260 shares during the last quarter. Finally, NBC Securities Inc. bought a new position in shares of Vanguard Growth ETF during the third quarter valued at about $119,000.

Vanguard Growth ETF Price Performance

VUG traded down $0.90 on Thursday, hitting $352.14. The company had a trading volume of 620,498 shares, compared to its average volume of 996,406. Vanguard Growth ETF has a 52-week low of $254.65 and a 52-week high of $357.28. The stock has a fifty day simple moving average of $340.78 and a 200-day simple moving average of $324.11. The firm has a market capitalization of $121.31 billion, a P/E ratio of 39.58 and a beta of 1.26.

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.