Arrow Financial’s Vanguard Growth ETF VUG Stock Holding History

Arrow Financial’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	-3,096	Closed	-$212K	–	169
2024 Q4	$212K	Sell	3,096 -240	-7%	-$16.1K	0.02%	165
2024 Q3	$213K	Hold	3,336	–	–	0.02%	169
2024 Q2	$208K	Hold	3,336	–	–	0.02%	164
2024 Q1	$191K	Hold	3,336	–	–	0.02%	166
2023 Q4	$173K	Hold	3,336	–	–	0.02%	165
2023 Q3	$151K	Hold	3,336	–	–	0.02%	167
2023 Q2	$157K	Hold	3,336	–	–	0.02%	160
2023 Q1	$139K	Hold	3,336	–	–	0.02%	165
2022 Q4	$118K	Hold	3,336	–	–	0.02%	173
2022 Q3	$119K	Sell	3,336 -984	-23%	-$39.6K	0.02%	169
2022 Q2	$160K	Buy	4,320 +984	+29%	+$40.4K	0.02%	162
2022 Q1	$160K	Hold	3,336	–	–	0.02%	166
2021 Q4	$178K	Hold	3,336	–	–	0.02%	164
2021 Q3	$161K	Hold	3,336	–	–	0.02%	169
2021 Q2	$159K	Hold	3,336	–	–	0.02%	170
2021 Q1	$143K	Hold	3,336	–	–	0.02%	175
2020 Q4	$141K	Hold	3,336	–	–	0.03%	162
2020 Q3	$127K	Hold	3,336	–	–	0.03%	162
2020 Q2	$112K	Hold	3,336	–	–	0.02%	172
2020 Q1	$87K	Hold	3,336	–	–	0.02%	181
2019 Q4	$101K	Hold	3,336	–	–	0.02%	183
2019 Q3	$92K	Hold	3,336	–	–	0.02%	194
2019 Q2	$91K	Hold	3,336	–	–	0.02%	202
2019 Q1	$87K	Hold	3,336	–	–	0.02%	200
2018 Q4	$75K	Hold	3,336	–	–	0.02%	191
2018 Q3	$90K	Buy	+3,336	New	+$87.3K	0.02%	197

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Arrow Financial's VUG Position: Q1 2025 in Review

Arrow Financial sold out of Vanguard Growth ETF (VUG) in Q1 2025, closing a stake of 3,096 shares — an estimated $212K sold.

Arrow Financial first reported a position in VUG in Q3 2018 and held it in 26 quarters. The position peaked at $213K in Q3 2024. 2,444 funds tracked by Wall St. Rank hold VUG as of Q1 2025.

Arrow Financial reported no remaining Vanguard Growth ETF position as of Q1 2025 after selling out during the quarter.
Arrow Financial sold 3,096 Vanguard Growth ETF shares in Q1 2025, an estimated $212K.
Arrow Financial first reported a position in Vanguard Growth ETF in Q3 2018 and held it in 26 quarters.
Arrow Financial's Vanguard Growth ETF position peaked at $213K in Q3 2024.
2,444 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2025.

Based on Arrow Financial's 13F filing for Q1 2025, filed 5 May 2025.