Falcon Wealth Planning Has $15.47 Million Stock Holdings in Vanguard Growth ETF (NYSEARCA:VUG)

Falcon Wealth Planning lowered its position in shares of Vanguard Growth ETF (NYSEARCA:VUG) by 0.2% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 37,690 shares of the company’s stock after selling 81 shares during the quarter. Vanguard Growth ETF makes up approximately 1.7% of Falcon Wealth Planning’s holdings, making the stock its 20th biggest holding. Falcon Wealth Planning’s holdings in Vanguard Growth ETF were worth $15,469,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Pekin Hardy Strauss Inc. raised its stake in shares of Vanguard Growth ETF by 1.2% in the third quarter. Pekin Hardy Strauss Inc. now owns 2,078 shares of the company’s stock valued at $798,000 after acquiring an additional 25 shares during the last quarter. IFG Advisors LLC raised its position in Vanguard Growth ETF by 1.3% in the 3rd quarter. IFG Advisors LLC now owns 2,070 shares of the company’s stock valued at $795,000 after purchasing an additional 27 shares during the last quarter. Stockman Wealth Management Inc. boosted its stake in Vanguard Growth ETF by 2.3% in the third quarter. Stockman Wealth Management Inc. now owns 1,185 shares of the company’s stock worth $455,000 after purchasing an additional 27 shares in the last quarter. Rakuten Securities Inc. grew its holdings in shares of Vanguard Growth ETF by 8.5% during the third quarter. Rakuten Securities Inc. now owns 346 shares of the company’s stock worth $133,000 after purchasing an additional 27 shares during the last quarter. Finally, HBW Advisory Services LLC increased its stake in shares of Vanguard Growth ETF by 0.8% in the fourth quarter. HBW Advisory Services LLC now owns 3,529 shares of the company’s stock valued at $1,448,000 after buying an additional 27 shares in the last quarter.

Vanguard Growth ETF Stock Up 2.2 %

Shares of NYSEARCA VUG opened at $422.14 on Wednesday. Vanguard Growth ETF has a 12-month low of $317.59 and a 12-month high of $428.69. The firm’s 50-day simple moving average is $415.49 and its 200 day simple moving average is $391.56. The company has a market cap of $145.42 billion, a price-to-earnings ratio of 39.58 and a beta of 1.26.

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.