FineMark National Bank & Trust’s Vanguard Growth ETF VUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$8.93M Buy
109,842
+26,946
+33% +$2.19M 0.28% 87
2025
Q3
$6.63M Buy
82,896
+24,078
+41% +$1.84M 0.22% 101
2025
Q2
$4.3M Buy
58,818
+21,132
+56% +$1.39M 0.15% 126
2025
Q1
$2.33M Buy
37,686
+11,478
+44% +$774K 0.09% 146
2024
Q4
$1.79M Buy
26,208
+3,258
+14% +$219K 0.06% 158
2024
Q3
$1.47M Buy
22,950
+7,620
+50% +$472K 0.05% 176
2024
Q2
$956K Sell
15,330
-528
-3% -$30.8K 0.04% 206
2024
Q1
$910K Buy
15,858
+4,014
+34% +$221K 0.03% 222
2023
Q4
$614K Sell
11,844
-3,894
-25% -$188K 0.03% 252
2023
Q3
$714K Buy
15,738
+3,006
+24% +$142K 0.03% 228
2023
Q2
$600K Buy
12,732
+6,816
+115% +$296K 0.02% 257
2023
Q1
$246K Buy
+5,916
New +$230K 0.01% 363
2022
Q3
Sell
-7,884
Closed -$293K 412
2022
Q2
$293K Sell
7,884
-2,754
-26% -$113K 0.01% 344
2022
Q1
$510K Sell
10,638
-702
-6% -$33.2K 0.02% 280
2021
Q4
$607K Sell
11,340
-8,610
-43% -$449K 0.02% 276
2021
Q3
$965K Sell
19,950
-3,834
-16% -$191K 0.04% 213
2021
Q2
$1.14M Sell
23,784
-1,692
-7% -$76.8K 0.05% 200
2021
Q1
$1.09M Sell
25,476
-1,428
-5% -$61.1K 0.05% 205
2020
Q4
$1.14M Sell
26,904
-102
-0.4% -$4.07K 0.05% 184
2020
Q3
$1.02M Buy
27,006
+3,408
+14% +$126K 0.05% 181
2020
Q2
$795K Sell
23,598
-150
-0.6% -$4.61K 0.04% 191
2020
Q1
$620K Sell
23,748
-1,020
-4% -$30.6K 0.04% 203
2019
Q4
$752K Sell
24,768
-522
-2% -$15.1K 0.04% 209
2019
Q3
$701K Sell
25,290
-10,728
-30% -$298K 0.04% 209
2019
Q2
$981K Sell
36,018
-528
-1% -$14.1K 0.05% 177
2019
Q1
$953K Sell
36,546
-3,930
-10% -$97K 0.06% 168
2018
Q4
$906K Buy
40,476
+1,650
+4% +$40K 0.06% 168
2018
Q3
$1.04M Sell
38,826
-3,450
-8% -$90.3K 0.06% 156
2018
Q2
$1.06M Buy
42,276
+3,372
+9% +$82.7K 0.06% 166
2018
Q1
$920K Buy
38,904
+7,068
+22% +$172K 0.06% 173
2017
Q4
$746K Buy
31,836
+4,014
+14% +$92.1K 0.05% 190
2017
Q3
$616K Buy
+27,822
New +$605K 0.04% 209
2016
Q1
Sell
-1,482
Closed -$26K 1364
2015
Q4
$26K Hold
1,482
﹤0.01% 769
2015
Q3
$25K Hold
1,482
﹤0.01% 805
2015
Q2
$26K Hold
1,482
﹤0.01% 826
2015
Q1
$26K Hold
1,482
﹤0.01% 824
2014
Q4
$26K Hold
1,482
﹤0.01% 850
2014
Q3
$25K Hold
1,482
﹤0.01% 837
2014
Q2
$24K Hold
1,482
﹤0.01% 860
2014
Q1
$23K Buy
+1,482
New +$23K ﹤0.01% 849

Other funds holding VUG

FineMark National Bank & Trust's VUG Position: Q4 2025 in Review

FineMark National Bank & Trust increased its Vanguard Growth ETF (VUG) stake by 33% in Q4 2025, buying an estimated $2.19M and bringing the position to 109,842 shares worth $8.93M. The position accounts for 0.28% of the portfolio, ranked #87.

FineMark National Bank & Trust first reported a position in VUG in Q1 2014 and has held it in 40 quarters since. 2,803 funds tracked by Wall St. Rank hold VUG as of Q4 2025.

  • FineMark National Bank & Trust held 109,842 shares of Vanguard Growth ETF worth $8.93M as of Q4 2025.
  • FineMark National Bank & Trust bought 26,946 Vanguard Growth ETF shares in Q4 2025, an estimated $2.19M.
  • Vanguard Growth ETF made up 0.28% of FineMark National Bank & Trust's portfolio in Q4 2025, its #87 holding.
  • FineMark National Bank & Trust first reported a position in Vanguard Growth ETF in Q1 2014 and has held it in 40 quarters since.
  • 2,803 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.