AIP
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Almanack Investment Partners’s Vanguard Growth ETF VUG Stock Holding History

Almanack Investment Partners’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-20,664
Closed -$1.41M – 202
2024
Q4 		$1.41M Sell
20,664
-4,788
-19% -$322K 0.22% 63
2024
Q3 		$1.63M Sell
25,452
-1,488
-6% -$92.2K 0.26% 56
2024
Q2 		$1.68M Sell
26,940
-2,292
-8% -$134K 0.28% 55
2024
Q1 		$1.68M Sell
29,232
-180
-0.6% -$9.9K 0.29% 55
2023
Q4 		$1.52M Sell
29,412
-2,982
-9% -$144K 0.28% 52
2023
Q3 		$1.47M Sell
32,394
-174
-0.5% -$8.22K 0.28% 44
2023
Q2 		$1.54M Buy
32,568
+19,176
+143% +$832K 0.27% 49
2023
Q1 		$557K Buy
13,392
+1,584
+13% +$61.6K 0.11% 82
2022
Q4 		$419K Buy
+11,808
New +$434K 0.09% 97
2022
Q2 		– Sell
-16,248
Closed -$779K – 518
2022
Q1 		$779K Sell
16,248
-1,746
-10% -$82.6K 0.07% 186
2021
Q4 		$962K Sell
17,994
-276
-2% -$14.4K 0.08% 155
2021
Q3 		$884K Sell
18,270
-846
-4% -$42.1K 0.08% 174
2021
Q2 		$914K Buy
+19,116
New +$868K 0.09% 147
2020
Q3 		– Sell
-18,900
Closed -$637K – 391
2020
Q2 		$637K Buy
+18,900
New +$581K 0.11% 101
2020
Q1 		– Sell
-7,800
Closed -$237K – 307
2019
Q4 		$237K Buy
7,800
+270
+4% +$7.8K 0.05% 175
2019
Q3 		$209K Sell
7,530
-492
-6% -$13.7K 0.04% 203
2019
Q2 		$219K Buy
8,022
+12
+0.1% +$321 0.05% 169
2019
Q1 		$209K Sell
8,010
-660
-8% -$16.3K 0.06% 131
2018
Q4 		$194K Sell
8,670
-918
-10% -$22.2K 0.06% 156
2018
Q3 		$243K Sell
9,588
-6,666
-41% -$174K 0.06% 153
2018
Q2 		$406K Buy
16,254
+4,506
+38% +$110K 0.18% 51
2018
Q1 		$278K Buy
11,748
+1,332
+13% +$32.5K 0.11% 81
2017
Q4 		$244K Buy
10,416
+654
+7% +$15K 0.1% 100
2017
Q3 		$216K Buy
+9,762
New +$212K 0.1% 87

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Almanack Investment Partners's VUG Position: Q1 2025 in Review

Almanack Investment Partners sold out of Vanguard Growth ETF (VUG) in Q1 2025, closing a stake of 20,664 shares — an estimated $1.41M sold.

Almanack Investment Partners first reported a position in VUG in Q3 2017 and held it in 24 quarters. The position peaked at $1.68M in Q2 2024. 2,444 funds tracked by Wall St. Rank hold VUG as of Q1 2025.

  • Almanack Investment Partners reported no remaining Vanguard Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Almanack Investment Partners sold 20,664 Vanguard Growth ETF shares in Q1 2025, an estimated $1.41M.
  • Almanack Investment Partners first reported a position in Vanguard Growth ETF in Q3 2017 and held it in 24 quarters.
  • Almanack Investment Partners's Vanguard Growth ETF position peaked at $1.68M in Q2 2024.
  • 2,444 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2025.

Based on Almanack Investment Partners's 13F filing for Q1 2025, filed 25 Apr 2025.