GoalVest Advisory LLC Has $30.85 Million Stock Position in Vanguard Growth ETF $VUG

GoalVest Advisory LLC increased its holdings in Vanguard Growth ETF (NYSEARCA:VUG) by 411.9% in the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 358,178 shares of the company’s stock after purchasing an additional 288,205 shares during the period. Vanguard Growth ETF makes up about 5.7% of GoalVest Advisory LLC’s holdings, making the stock its 2nd biggest holding. GoalVest Advisory LLC’s holdings in Vanguard Growth ETF were worth $30,853,000 at the end of the most recent quarter.

Other institutional investors also recently made changes to their positions in the company. Bank of America Corp DE grew its stake in shares of Vanguard Growth ETF by 14.1% during the first quarter. Bank of America Corp DE now owns 54,648,818 shares of the company’s stock valued at $23,870,057,000 after buying an additional 6,771,524 shares during the last quarter. Valpey Financial Services LLC lifted its stake in shares of Vanguard Growth ETF by 46,787.8% in the 4th quarter. Valpey Financial Services LLC now owns 8,168,795 shares of the company’s stock valued at $3,985,228,000 after acquiring an additional 8,151,373 shares during the last quarter. LPL Financial LLC lifted its stake in shares of Vanguard Growth ETF by 0.4% in the 4th quarter. LPL Financial LLC now owns 5,490,898 shares of the company’s stock valued at $2,678,790,000 after acquiring an additional 24,146 shares during the last quarter. TIAA Trust National Association boosted its holdings in Vanguard Growth ETF by 2.6% during the 4th quarter. TIAA Trust National Association now owns 3,601,607 shares of the company’s stock valued at $1,757,086,000 after acquiring an additional 89,760 shares during the period. Finally, EP Wealth Advisors LLC purchased a new stake in Vanguard Growth ETF during the 4th quarter valued at about $1,690,059,000.

Vanguard Growth ETF Price Performance

VUG opened at $89.40 on Friday. The stock’s 50 day simple moving average is $86.06 and its 200 day simple moving average is $81.91. The firm has a market cap of $231.26 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 $90.60.

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.