Vanguard Growth ETF (NYSEARCA:VUG) is IVC Wealth Advisors LLC’s Largest Position

IVC Wealth Advisors LLC reduced its holdings in shares of Vanguard Growth ETF (NYSEARCA:VUG) by 2.2% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 46,467 shares of the company’s stock after selling 1,030 shares during the period. Vanguard Growth ETF accounts for about 9.8% of IVC Wealth Advisors LLC’s investment portfolio, making the stock its largest holding. IVC Wealth Advisors LLC’s holdings in Vanguard Growth ETF were worth $17,840,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of VUG. Goelzer Investment Management Inc. bought a new stake in Vanguard Growth ETF during the first quarter valued at approximately $206,000. Perennial Investment Advisors LLC lifted its holdings in shares of Vanguard Growth ETF by 5.4% in the second quarter. Perennial Investment Advisors LLC now owns 18,644 shares of the company’s stock worth $6,973,000 after buying an additional 962 shares in the last quarter. Tempus Wealth Planning LLC purchased a new position in shares of Vanguard Growth ETF in the first quarter worth $200,000. Creative Planning lifted its holdings in shares of Vanguard Growth ETF by 1.4% in the third quarter. Creative Planning now owns 271,283 shares of the company’s stock worth $104,154,000 after buying an additional 3,749 shares in the last quarter. Finally, Vanguard Group Inc. increased its position in Vanguard Growth ETF by 30.8% in the first quarter. Vanguard Group Inc. now owns 111,265 shares of the company’s stock worth $38,297,000 after purchasing an additional 26,169 shares during the last quarter.

Vanguard Growth ETF Stock Performance

Shares of VUG opened at $392.47 on Monday. The company’s fifty day moving average is $379.36 and its 200 day moving average is $365.87. Vanguard Growth ETF has a fifty-two week low of $260.65 and a fifty-two week high of $395.98. The stock has a market capitalization of $135.20 billion, a PE 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.