Compound Planning Inc. Raises Stock Holdings in Vanguard Growth ETF $VUG

Compound Planning Inc. boosted its position in shares of Vanguard Growth ETF (NYSEARCA:VUG) by 15.8% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 88,110 shares of the company’s stock after buying an additional 12,002 shares during the quarter. Vanguard Growth ETF makes up about 1.2% of Compound Planning Inc.’s holdings, making the stock its 18th biggest holding. Compound Planning Inc.’s holdings in Vanguard Growth ETF were worth $38,485,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in VUG. DecisionPoint Financial LLC boosted its holdings in shares of Vanguard Growth ETF by 116.0% during the fourth quarter. DecisionPoint Financial LLC now owns 54 shares of the company’s stock worth $26,000 after purchasing an additional 29 shares during the period. Turning Point Benefit Group Inc. purchased a new position in Vanguard Growth ETF during the 3rd quarter valued at about $26,000. Byrne Asset Management LLC increased its holdings in Vanguard Growth ETF by 520.0% during the 4th quarter. Byrne Asset Management LLC now owns 62 shares of the company’s stock valued at $30,000 after purchasing an additional 52 shares during the period. Team Financial Group LLC increased its holdings in Vanguard Growth ETF by 366.7% during the 4th quarter. Team Financial Group LLC now owns 70 shares of the company’s stock valued at $34,000 after purchasing an additional 55 shares during the period. Finally, Strategic Wealth Advisors LLC bought a new position in Vanguard Growth ETF during the 4th quarter valued at approximately $35,000.

Vanguard Growth ETF Stock Performance

NYSEARCA VUG opened at $83.78 on Friday. Vanguard Growth ETF has a fifty-two week low of $69.63 and a fifty-two week high of $90.60. The stock has a 50 day simple moving average of $86.49 and a two-hundred day simple moving average of $81.57. The stock has a market cap of $216.72 billion, a P/E ratio of 36.22 and a beta of 1.22.

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.