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Aspiriant LLC’s Vanguard Growth ETF VUG Stock Holding History

Aspiriant LLC’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
2026
Q1 		$5.39M Sell
74,004
-3,498
-5% -$272K 0.15% 67
2025
Q4 		$6.3M Buy
77,502
+864
+1% +$70.1K 0.18% 62
2025
Q3 		$6.13M Buy
76,638
+4,932
+7% +$377K 0.19% 55
2025
Q2 		$5.24M Hold
71,706
– – 0.17% 61
2025
Q1 		$4.43M Sell
71,706
-6,918
-9% -$466K 0.15% 59
2024
Q4 		$5.38M Sell
78,624
-7,380
-9% -$496K 0.19% 56
2024
Q3 		$5.5M Buy
86,004
+1,752
+2% +$109K 0.21% 52
2024
Q2 		$5.25M Buy
84,252
+19,128
+29% +$1.12M 0.21% 54
2024
Q1 		$3.74M Sell
65,124
-564
-0.9% -$31K 0.15% 64
2023
Q4 		$3.4M Sell
65,688
-270
-0.4% -$13K 0.15% 66
2023
Q3 		$2.99M Buy
65,958
+6,600
+11% +$312K 0.15% 69
2023
Q2 		$2.8M Sell
59,358
-9,774
-14% -$424K 0.14% 73
2023
Q1 		$2.87M Buy
69,132
+8,004
+13% +$311K 0.15% 74
2022
Q4 		$2.17M Sell
61,128
-8,808
-13% -$324K 0.11% 84
2022
Q3 		$2.49M Sell
69,936
-246
-0.4% -$9.89K 0.12% 72
2022
Q2 		$2.61M Buy
70,182
+192
+0.3% +$7.89K 0.13% 73
2022
Q1 		$3.35M Buy
69,990
+9,510
+16% +$450K 0.18% 63
2021
Q4 		$3.23M Sell
60,480
-2,796
-4% -$146K 0.17% 66
2021
Q3 		$3.06M Buy
63,276
+2,016
+3% +$100K 0.18% 58
2021
Q2 		$2.93M Buy
61,260
+13,692
+29% +$622K 0.17% 64
2021
Q1 		$2.04M Buy
47,568
+31,836
+202% +$1.36M 0.13% 66
2020
Q4 		$664K Sell
15,732
-828
-5% -$33K 0.05% 133
2020
Q3 		$628K Sell
16,560
-222
-1% -$8.2K 0.05% 137
2020
Q2 		$565K Buy
16,782
+726
+5% +$22.3K 0.05% 123
2020
Q1 		$419K Sell
16,056
-198
-1% -$5.93K 0.04% 133
2019
Q4 		$493K Hold
16,254
– – 0.05% 138
2019
Q3 		$451K Sell
16,254
-78
-0.5% -$2.16K 0.04% 154
2019
Q2 		$445K Sell
16,332
-15,900
-49% -$425K 0.04% 158
2019
Q1 		$840K Buy
32,232
+3,972
+14% +$98K 0.07% 121
2018
Q4 		$633K Sell
28,260
-1,500
-5% -$36.3K 0.05% 131
2018
Q3 		$798K Hold
29,760
– – 0.07% 121
2018
Q2 		$743K Sell
29,760
-29,130
-49% -$714K 0.06% 130
2018
Q1 		$1.39M Buy
+58,890
New +$1.44M 0.12% 86
2016
Q3 		– Sell
-21,204
Closed -$379K – 203
2016
Q2 		$379K Buy
21,204
+7,278
+52% +$130K 0.04% 151
2016
Q1 		$247K Hold
13,926
– – 0.02% 155
2015
Q4 		$247K Sell
13,926
-45,252
-76% -$811K 0.03% 72
2015
Q3 		$1.02M Buy
59,178
+31,326
+112% +$555K 0.08% 54
2015
Q2 		$497K Buy
+27,852
New +$506K 0.05% 75
2014
Q1 		– Sell
-15,096
Closed -$234K – 86
2013
Q4 		$234K Sell
15,096
-12,456
-45% -$184K 0.04% 67
2013
Q3 		$389K Sell
27,552
-14,292
-34% -$197K 0.07% 38
2013
Q2 		$545K Buy
+41,844
New +$552K 0.09% 46

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
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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Aspiriant LLC's VUG Position: Q1 2026 in Review

Aspiriant LLC reduced its Vanguard Growth ETF (VUG) stake by 4.5% in Q1 2026, selling an estimated $272K and leaving 74,004 shares worth $5.39M. The position accounts for 0.15% of the portfolio, ranked #67.

Aspiriant LLC first reported a position in VUG in Q2 2013 and has held it in 41 quarters since. The position peaked at $6.3M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Aspiriant LLC held 74,004 shares of Vanguard Growth ETF worth $5.39M as of Q1 2026.
  • Aspiriant LLC sold 3,498 Vanguard Growth ETF shares in Q1 2026, an estimated $272K.
  • Vanguard Growth ETF made up 0.15% of Aspiriant LLC's portfolio in Q1 2026, its #67 holding.
  • Aspiriant LLC first reported a position in Vanguard Growth ETF in Q2 2013 and has held it in 41 quarters since.
  • Aspiriant LLC's Vanguard Growth ETF position peaked at $6.3M in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.