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Cobblestone Capital Advisors’s Vanguard Growth ETF VUG Stock Holding History

Cobblestone Capital Advisors’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
Q3 		$873K Sell
10,920
-270
-2% -$20.6K 0.04% 155
2025
Q2 		$818K Hold
11,190
– – 0.04% 160
2025
Q1 		$692K Sell
11,190
-2,232
-17% -$150K 0.04% 160
2024
Q4 		$918K Buy
+13,422
New +$902K 0.05% 143
2024
Q2 		– Sell
-4,476
Closed -$257K – 291
2024
Q1 		$257K Sell
4,476
-282
-6% -$15.5K 0.02% 241
2023
Q4 		$247K Sell
4,758
-120
-2% -$5.79K 0.02% 246
2023
Q3 		$221K Sell
4,878
-240
-5% -$11.3K 0.02% 243
2023
Q2 		$241K Buy
+5,118
New +$222K 0.02% 243

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

Cobblestone Capital Advisors's VUG Position: Q3 2025 in Review

Cobblestone Capital Advisors reduced its Vanguard Growth ETF (VUG) stake by 2.4% in Q3 2025, selling an estimated $20.6K and leaving 10,920 shares worth $873K. The position accounts for 0.04% of the portfolio, ranked #155.

Cobblestone Capital Advisors first reported a position in VUG in Q2 2023 and has held it in 8 quarters since. The position peaked at $918K in Q4 2024. 2,599 funds tracked by Wall St. Rank hold VUG as of Q3 2025.

  • Cobblestone Capital Advisors held 10,920 shares of Vanguard Growth ETF worth $873K as of Q3 2025.
  • Cobblestone Capital Advisors sold 270 Vanguard Growth ETF shares in Q3 2025, an estimated $20.6K.
  • Vanguard Growth ETF made up 0.04% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #155 holding.
  • Cobblestone Capital Advisors first reported a position in Vanguard Growth ETF in Q2 2023 and has held it in 8 quarters since.
  • Cobblestone Capital Advisors's Vanguard Growth ETF position peaked at $918K in Q4 2024.
  • 2,599 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.