Root Financial Partners LLC Purchases 5,235 Shares of Vanguard Growth ETF (NYSEARCA:VUG)

Root Financial Partners LLC boosted its holdings in shares of Vanguard Growth ETF (NYSEARCA:VUG) by 115.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 9,771 shares of the company’s stock after acquiring an additional 5,235 shares during the period. Vanguard Growth ETF accounts for about 0.5% of Root Financial Partners LLC’s investment portfolio, making the stock its 23rd largest holding. Root Financial Partners LLC’s holdings in Vanguard Growth ETF were worth $4,010,000 as of its most recent SEC filing.

Other hedge funds have also recently made changes to their positions in the company. Creative Planning grew its stake in shares of Vanguard Growth ETF by 1.4% during the 3rd quarter. Creative Planning now owns 271,283 shares of the company’s stock valued at $104,154,000 after acquiring an additional 3,749 shares during the period. NBC Securities Inc. grew its stake in shares of Vanguard Growth ETF by 7.6% in the 3rd quarter. NBC Securities Inc. now owns 1,023 shares of the company’s stock worth $392,000 after buying an additional 72 shares in the last quarter. Jamison Private Wealth Management Inc. boosted its holdings in shares of Vanguard Growth ETF by 27.9% in the 3rd quarter. Jamison Private Wealth Management Inc. now owns 665 shares of the company’s stock worth $255,000 after purchasing an additional 145 shares during the period. Transform Wealth LLC raised its position in Vanguard Growth ETF by 8.9% in the 3rd quarter. Transform Wealth LLC now owns 1,181 shares of the company’s stock worth $453,000 after purchasing an additional 97 shares during the period. Finally, Kaydan Wealth Management Inc. lifted its stake in shares of Vanguard Growth ETF by 7.6% during the 3rd quarter. Kaydan Wealth Management Inc. now owns 5,637 shares of the company’s stock worth $2,164,000 after acquiring an additional 398 shares during the last quarter.

Vanguard Growth ETF Price Performance

VUG stock opened at $426.77 on Friday. The company has a market capitalization of $147.02 billion, a PE ratio of 39.58 and a beta of 1.26. The firm’s 50-day moving average is $418.38 and its 200 day moving average is $395.28. Vanguard Growth ETF has a 12 month low of $321.29 and a 12 month high of $428.69.

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.