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

Campbell 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
2024
Q4 		$79.2M Buy
1,158,120
+17,460
+2% +$1.17M 7.13% 4
2024
Q3 		$73M Buy
+1,140,660
New +$70.7M 6.5% 5
2024
Q2 		– Sell
-1,101,462
Closed -$63.2M – 97
2024
Q1 		$63.2M Sell
1,101,462
-146,592
-12% -$8.06M 6.28% 5
2023
Q4 		$64.7M Sell
1,248,054
-4,212
-0.3% -$203K 7.67% 4
2023
Q3 		$56.8M Sell
1,252,266
-46,248
-4% -$2.18M 6.92% 5
2023
Q2 		$61.2M Buy
1,298,514
+28,392
+2% +$1.23M 7.87% 3
2023
Q1 		$52.8M Buy
1,270,122
+33,246
+3% +$1.29M 6.62% 5
2022
Q4 		$43.9M Buy
1,236,876
+49,884
+4% +$1.84M 6.11% 5
2022
Q3 		$42.3M Buy
1,186,992
+66,744
+6% +$2.68M 6.12% 6
2022
Q2 		$41.6M Buy
1,120,248
+31,920
+3% +$1.31M 5.83% 6
2022
Q1 		$52.2M Buy
1,088,328
+9,336
+0.9% +$442K 6.35% 5
2021
Q4 		$57.7M Buy
+1,078,992
New +$56.2M 6.6% 6
2021
Q2 		– Sell
-1,334,220
Closed -$57.2M – 73
2021
Q1 		$57.2M Buy
1,334,220
+44,316
+3% +$1.9M 7.84% 4
2020
Q4 		$54.5M Buy
1,289,904
+27,006
+2% +$1.08M 7.95% 4
2020
Q3 		$47.9M Sell
1,262,898
-49,806
-4% -$1.84M 7.83% 4
2020
Q2 		$44.2M Buy
1,312,704
+36,396
+3% +$1.12M 7.7% 4
2020
Q1 		$33.3M Sell
1,276,308
-211,422
-14% -$6.33M 7.27% 5
2019
Q4 		$45.2M Buy
1,487,730
+54,300
+4% +$1.57M 9.07% 4
2019
Q3 		$39.7M Buy
1,433,430
+72,720
+5% +$2.02M 8.83% 4
2019
Q2 		$37.1M Buy
1,360,710
+86,364
+7% +$2.31M 8.89% 3
2019
Q1 		$33.2M Buy
1,274,346
+67,854
+6% +$1.67M 8.83% 4
2018
Q4 		$27M Buy
+1,206,492
New +$29.2M 8.34% 4

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Campbell Wealth Management's VUG Position: Q4 2024 in Review

Campbell Wealth Management increased its Vanguard Growth ETF (VUG) stake by 1.5% in Q4 2024, buying an estimated $1.17M and bringing the position to 1,158,120 shares worth $79.2M. The position accounts for 7.13% of the portfolio, ranked #4.

Campbell Wealth Management first reported a position in VUG in Q4 2018 and has held it in 22 quarters since. 2,500 funds tracked by Wall St. Rank hold VUG as of Q4 2024.

  • Campbell Wealth Management held 1,158,120 shares of Vanguard Growth ETF worth $79.2M as of Q4 2024.
  • Campbell Wealth Management bought 17,460 Vanguard Growth ETF shares in Q4 2024, an estimated $1.17M.
  • Vanguard Growth ETF made up 7.13% of Campbell Wealth Management's portfolio in Q4 2024, its #4 holding.
  • Campbell Wealth Management first reported a position in Vanguard Growth ETF in Q4 2018 and has held it in 22 quarters since.
  • 2,500 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.