Global Retirement Partners’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 | $48.1M | Buy |
591,258
+259,104
| +78% | +$21M | 0.85% | 15 |
|
|
2025
Q3 | $26.6M | Sell |
332,154
-7,134
| -2% | -$545K | 0.59% | 32 |
|
|
2025
Q2 | $24.8M | Buy |
+339,288
| New | +$22.3M | 0.61% | 32 |
|
|
2024
Q4 | $22.6M | Sell |
330,630
-2,604
| -0.8% | -$175K | 0.65% | 26 |
|
|
2024
Q3 | $21.3M | Sell |
333,234
-12,936
| -4% | -$802K | 0.64% | 29 |
|
|
2024
Q2 | $21.6M | Sell |
346,170
-10,632
| -3% | -$620K | 0.68% | 25 |
|
|
2024
Q1 | $20.5M | Sell |
356,802
-10,356
| -3% | -$569K | 0.76% | 22 |
|
|
2023
Q4 | $19.1M | Sell |
367,158
-26,040
| -7% | -$1.26M | 0.8% | 22 |
|
|
2023
Q3 | $17.9M | Sell |
393,198
-41,238
| -9% | -$1.95M | 0.9% | 18 |
|
|
2023
Q2 | $20.5M | Sell |
434,436
-29,898
| -6% | -$1.3M | 1% | 15 |
|
|
2023
Q1 | $19.2M | Buy |
464,334
+92,610
| +25% | +$3.6M | 1.02% | 16 |
|
|
2022
Q4 | $13.2M | Buy |
371,724
+42,360
| +13% | +$1.56M | 0.91% | 17 |
|
|
2022
Q3 | $12.2M | Buy |
329,364
+19,572
| +6% | +$787K | 0.93% | 16 |
|
|
2022
Q2 | $11.5M | Buy |
309,792
+12,666
| +4% | +$520K | 0.92% | 15 |
|
|
2022
Q1 | $11.3M | Buy |
+297,126
| New | +$14.1M | 0.89% | 17 |
|
|
2021
Q4 | – | Sell |
-221,592
| Closed | -$10.7M | – | 1785 |
|
|
2021
Q3 | $10.7M | Sell |
221,592
-3,456
| -2% | -$172K | 1.06% | 16 |
|
|
2021
Q2 | $10.8M | Buy |
225,048
+8,406
| +4% | +$382K | 1.1% | 15 |
|
|
2021
Q1 | $9.28M | Sell |
216,642
-9,600
| -4% | -$411K | 1.09% | 16 |
|
|
2020
Q4 | $9.55M | Sell |
226,242
-18,048
| -7% | -$720K | 1.2% | 15 |
|
|
2020
Q3 | $9.27M | Sell |
244,290
-5,580
| -2% | -$206K | 1.36% | 12 |
|
|
2020
Q2 | $8.42M | Buy |
249,870
+49,614
| +25% | +$1.53M | 1.34% | 11 |
|
|
2020
Q1 | $5.23M | Sell |
200,256
-9,384
| -4% | -$281K | 0.99% | 22 |
|
|
2019
Q4 | $6.37M | Sell |
209,640
-24,576
| -10% | -$710K | 0.97% | 20 |
|
|
2019
Q3 | $6.49M | Buy |
234,216
+24,276
| +12% | +$674K | 1.07% | 16 |
|
|
2019
Q2 | $5.72M | Sell |
209,940
-1,482
| -0.7% | -$39.6K | 1.09% | 14 |
|
|
2019
Q1 | $5.51M | Sell |
211,422
-1,350
| -0.6% | -$33.3K | 1.33% | 10 |
|
|
2018
Q4 | $4.76M | Buy |
212,772
+46,026
| +28% | +$1.11M | 1.22% | 11 |
|
|
2018
Q3 | $4.47M | Buy |
166,746
+13,116
| +9% | +$343K | 1.01% | 13 |
|
|
2018
Q2 | $3.84M | Buy |
153,630
+6,666
| +5% | +$163K | 0.97% | 16 |
|
|
2018
Q1 | $3.48M | Sell |
146,964
-4,782
| -3% | -$117K | 0.96% | 15 |
|
|
2017
Q4 | $3.56M | Buy |
151,746
+22,074
| +17% | +$507K | 0.98% | 12 |
|
|
2017
Q3 | $2.87M | Buy |
129,672
+25,698
| +25% | +$559K | 1.19% | 10 |
|
|
2017
Q2 | $2.2M | Buy |
103,974
+67,836
| +188% | +$1.42M | 1.04% | 12 |
|
|
2017
Q1 | $733K | Sell |
36,138
-93,732
| -72% | -$1.85M | 0.41% | 44 |
|
|
2016
Q4 | $2.41M | Buy |
+129,870
| New | +$2.4M | 1.62% | 6 |
|
Other funds holding VUG
Global Retirement Partners's VUG Position: Q4 2025 in Review
Global Retirement Partners increased its Vanguard Growth ETF (VUG) stake by 78% in Q4 2025, buying an estimated $21M and bringing the position to 591,258 shares worth $48.1M. The position accounts for 0.85% of the portfolio, ranked #15.
Global Retirement Partners first reported a position in VUG in Q4 2016 and has held it in 35 quarters since. 2,803 funds tracked by Wall St. Rank hold VUG as of Q4 2025.
- Global Retirement Partners held 591,258 shares of Vanguard Growth ETF worth $48.1M as of Q4 2025.
- Global Retirement Partners bought 259,104 Vanguard Growth ETF shares in Q4 2025, an estimated $21M.
- Vanguard Growth ETF made up 0.85% of Global Retirement Partners's portfolio in Q4 2025, its #15 holding.
- Global Retirement Partners first reported a position in Vanguard Growth ETF in Q4 2016 and has held it in 35 quarters since.
- 2,803 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2025.
Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.