Vanguard Growth ETF $VUG Shares Sold by Kassira Wealth Management LLC

by · The Markets Daily

Kassira Wealth Management LLC decreased its position in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 10.1% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 90,353 shares of the company’s stock after selling 10,137 shares during the period. Vanguard Growth ETF comprises about 6.4% of Kassira Wealth Management LLC’s investment portfolio, making the stock its 4th biggest holding. Kassira Wealth Management LLC’s holdings in Vanguard Growth ETF were worth $8,142,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Cox Capital Mgt LLC lifted its holdings in shares of Vanguard Growth ETF by 0.9% in the third quarter. Cox Capital Mgt LLC now owns 12,486 shares of the company’s stock valued at $1,125,000 after purchasing an additional 111 shares in the last quarter. Stonebridge Financial Group LLC boosted its position in shares of Vanguard Growth ETF by 2.2% in the third quarter. Stonebridge Financial Group LLC now owns 5,234 shares of the company’s stock worth $472,000 after buying an additional 112 shares during the period. Whalen Wealth Management Inc. boosted its position in shares of Vanguard Growth ETF by 4.5% in the third quarter. Whalen Wealth Management Inc. now owns 2,600 shares of the company’s stock worth $234,000 after buying an additional 112 shares during the period. HBW Advisory Services LLC grew its holdings in shares of Vanguard Growth ETF by 0.6% during the third quarter. HBW Advisory Services LLC now owns 18,165 shares of the company’s stock valued at $1,637,000 after buying an additional 114 shares in the last quarter. Finally, Evelyn Partners Asset Management Ltd grew its holdings in shares of Vanguard Growth ETF by 460.0% during the first quarter. Evelyn Partners Asset Management Ltd now owns 140 shares of the company’s stock valued at $61,000 after buying an additional 115 shares in the last quarter.

Vanguard Growth ETF Trading Down 3.0%

Shares of VUG stock opened at $85.06 on Friday. The company has a market capitalization of $219.91 billion, a price-to-earnings ratio of 36.22 and a beta of 1.22. Vanguard Growth ETF has a 1-year low of $69.63 and a 1-year high of $93.00. The stock’s fifty day simple moving average is $89.05 and its 200-day simple moving average is $83.98.

Vanguard Growth ETF Company Profile

(Free Report)

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.

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