Shepherd Kaplan Krochuk LLC Acquires Shares of Vanguard Growth ETF

Investment firm Shepherd Kaplan Krochuk LLC has acquired a stake in Vanguard Growth ETF, marking a significant move in the company's portfolio.

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Tom 'TJ' Jackson

News Reporter

Posted on Dec 13th, 2023

Shepherd Kaplan Krochuk LLC Acquires Shares of Vanguard Growth ETF

Investment firm Shepherd Kaplan Krochuk LLC has acquired a stake in Vanguard Growth ETF (NYSEARCA:VUG), according to the company’s recent filing with the Securities and Exchange Commission (SEC). The firm’s new acquisition includes 3,348 shares of the company’s stock, with an approximate value of $947,000.

This acquisition comes as several other institutional investors have also made modifications to their holdings of Vanguard Growth ETF. Keudell Morrison Wealth Management, for example, has grown its position in the company, while Independence Bank of Kentucky, Acorn Wealth Advisors LLC, Traynor Capital Management Inc., and Verdence Capital Advisors LLC have all increased their stakes in the ETF.

The stock market reacted to this news, with shares of Vanguard Growth ETF opening at $301.84 on Tuesday. The ETF’s fifty-day simple moving average stands at $284.91, while its 200-day simple moving average is recorded at $282.19. With a market capitalization of $98.85 billion, a PE ratio of 28.60, and a beta of 1.11, Vanguard Growth ETF has experienced a 12-month low of $207.94 and a 12-month high of $302.01.

Vanguard Growth ETF, formerly known as Vanguard Growth Index Fund, operates as an exchange-traded share class of Vanguard Growth Index Fund. The fund follows a passive management or indexing investment approach, tracking the performance of the MSCI US Prime Market Growth Index. This index is a diversified collection of growth stocks from large US companies.

For more information on Vanguard Growth ETF and related investment news, investors can subscribe to the daily email newsletter provided by MarketBeat.com.

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