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Benchmark Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Benchmark Wealth Management’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
Q2 		$33.4M Sell
457,170
-24,432
-5% -$1.61M 14.84% 1
2025
Q1 		$29.8M Sell
481,602
-90,756
-16% -$6.12M 14.4% 1
2024
Q4 		$39.2M Sell
572,358
-12,012
-2% -$807K 19.27% 1
2024
Q3 		$37.4M Sell
584,370
-19,080
-3% -$1.18M 18.47% 1
2024
Q2 		$37.6M Sell
603,450
-4,734
-0.8% -$276K 20.04% 1
2024
Q1 		$34.9M Sell
608,184
-3,642
-0.6% -$200K 19.02% 1
2023
Q4 		$31.7M Sell
611,826
-34,158
-5% -$1.65M 18.74% 1
2023
Q3 		$29.3M Sell
645,984
-13,884
-2% -$656K 18.72% 1
2023
Q2 		$31.1M Buy
659,868
+39,210
+6% +$1.7M 18.78% 1
2023
Q1 		$25.7M Sell
620,658
-46,350
-7% -$1.8M 16.42% 2
2022
Q4 		$23.7M Buy
667,008
+24,594
+4% +$905K 17.05% 2
2022
Q3 		$22.9M Buy
642,414
+24,648
+4% +$991K 17.96% 2
2022
Q2 		$22.9M Buy
617,766
+24,390
+4% +$1M 16.89% 2
2022
Q1 		$28.4M Buy
593,376
+27,216
+5% +$1.29M 19.13% 1
2021
Q4 		$30.3M Buy
566,160
+12,534
+2% +$653K 19.57% 1
2021
Q3 		$26.8M Buy
553,626
+444
+0.1% +$22.1K 18.82% 1
2021
Q2 		$26.4M Sell
553,182
-336
-0.1% -$15.3K 18.16% 1
2021
Q1 		$23.7M Buy
553,518
+864
+0.2% +$37K 17.59% 1
2020
Q4 		$23.3M Sell
552,654
-14,364
-3% -$573K 17.7% 1
2020
Q3 		$21.5M Sell
567,018
-49,536
-8% -$1.83M 16.98% 2
2020
Q2 		$20.8M Buy
616,554
+16,626
+3% +$511K 17.71% 2
2020
Q1 		$15.7M Buy
599,928
+8,100
+1% +$243K 15.69% 2
2019
Q4 		$18M Buy
+591,828
New +$17.1M 15.51% 2

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

Benchmark Wealth Management's VUG Position: Q2 2025 in Review

Benchmark Wealth Management reduced its Vanguard Growth ETF (VUG) stake by 5.1% in Q2 2025, selling an estimated $1.61M and leaving 457,170 shares worth $33.4M. The position accounts for 14.84% of the portfolio, ranked #1.

Benchmark Wealth Management first reported a position in VUG in Q4 2019 and has held it in 23 quarters since. The position peaked at $39.2M in Q4 2024. 2,494 funds tracked by Wall St. Rank hold VUG as of Q2 2025.

  • Benchmark Wealth Management held 457,170 shares of Vanguard Growth ETF worth $33.4M as of Q2 2025.
  • Benchmark Wealth Management sold 24,432 Vanguard Growth ETF shares in Q2 2025, an estimated $1.61M.
  • Vanguard Growth ETF made up 14.84% of Benchmark Wealth Management's portfolio in Q2 2025, its #1 holding.
  • Benchmark Wealth Management first reported a position in Vanguard Growth ETF in Q4 2019 and has held it in 23 quarters since.
  • Benchmark Wealth Management's Vanguard Growth ETF position peaked at $39.2M in Q4 2024.
  • 2,494 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2025.

Based on Benchmark Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.