Evergreen Wealth Management LLC Has $2.34 Million Position in Vanguard Growth ETF (NYSEARCA:VUG)

Evergreen Wealth Management LLC cut its holdings in shares of Vanguard Growth ETF (NYSEARCA:VUG) by 1.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 5,702 shares of the company’s stock after selling 97 shares during the quarter. Vanguard Growth ETF comprises 1.4% of Evergreen Wealth Management LLC’s portfolio, making the stock its 27th biggest holding. Evergreen Wealth Management LLC’s holdings in Vanguard Growth ETF were worth $2,340,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Decker Retirement Planning Inc. bought a new stake in Vanguard Growth ETF in the 4th quarter valued at $28,000. Human Investing LLC bought a new stake in shares of Vanguard Growth ETF during the 4th quarter valued at $28,000. Cardinal Strategic Wealth Guidance bought a new stake in shares of Vanguard Growth ETF during the 4th quarter valued at $33,000. Global Trust Asset Management LLC lifted its position in shares of Vanguard Growth ETF by 1,071.4% during the 4th quarter. Global Trust Asset Management LLC now owns 82 shares of the company’s stock valued at $34,000 after acquiring an additional 75 shares during the period. Finally, Teachers Insurance & Annuity Association of America bought a new stake in shares of Vanguard Growth ETF during the 3rd quarter valued at $35,000.

Vanguard Growth ETF Stock Performance

NYSEARCA:VUG opened at $427.52 on Monday. The stock has a fifty day moving average price of $418.59 and a 200-day moving average price of $396.22. The company has a market cap of $147.28 billion, a price-to-earnings ratio of 39.58 and a beta of 1.26. Vanguard Growth ETF has a fifty-two week low of $321.29 and a fifty-two week high of $428.69.

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.