J.W. Coons Advisors’s Vanguard Growth ETF VUG Stock Holding History

J.W. Coons 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 Q2	$565K	Sell	7,734 -30	-0.4%	-$1.98K	0.13%	148
2025 Q1	$480K	Hold	7,764	–	–	0.13%	148
2024 Q4	$531K	Sell	7,764 -570	-7%	-$38.3K	0.14%	139
2024 Q3	$533K	Buy	8,334 +6	+0.1%	+$372	0.13%	142
2024 Q2	$519K	Sell	8,328 -180	-2%	-$10.5K	0.13%	139
2024 Q1	$488K	Hold	8,508	–	–	0.11%	149
2023 Q4	$441K	Buy	8,508 +72	+0.9%	+$3.48K	0.12%	150
2023 Q3	$383K	Hold	8,436	–	–	0.11%	158
2023 Q2	$398K	Hold	8,436	–	–	0.11%	163
2023 Q1	$351K	Buy	8,436 +6	+0.1%	+$233	0.1%	175
2022 Q4	$300K	Sell	8,430 -1,440	-15%	-$53K	0.09%	185
2022 Q3	$352K	Sell	9,870 -2,460	-20%	-$98.9K	0.13%	156
2022 Q2	$459K	Sell	12,330 -6,810	-36%	-$280K	0.16%	144
2022 Q1	$918K	Sell	19,140 -510	-3%	-$24.1K	0.27%	93
2021 Q4	$1.05M	Buy	19,650 +894	+5%	+$46.6K	0.32%	79
2021 Q3	$907K	Buy	18,756 +1,740	+10%	+$86.6K	0.31%	83
2021 Q2	$813K	Sell	17,016 -948	-5%	-$43K	0.29%	92
2021 Q1	$770K	Sell	17,964 -750	-4%	-$32.1K	0.28%	96
2020 Q4	$790K	Sell	18,714 -726	-4%	-$29K	0.3%	92
2020 Q3	$737K	Buy	19,440 +2,550	+15%	+$94.1K	0.31%	90
2020 Q2	$566K	Buy	16,890 +3,972	+31%	+$122K	0.25%	104
2020 Q1	$338K	Buy	+12,918	New	+$387K	0.18%	139

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

J.W. Coons Advisors's VUG Position: Q2 2025 in Review

J.W. Coons Advisors reduced its Vanguard Growth ETF (VUG) stake by 0.39% in Q2 2025, selling an estimated $1.98K and leaving 7,734 shares worth $565K. The position accounts for 0.13% of the portfolio, ranked #148.

J.W. Coons Advisors first reported a position in VUG in Q1 2020 and has held it in 22 quarters since. The position peaked at $1.05M in Q4 2021. 2,494 funds tracked by Wall St. Rank hold VUG as of Q2 2025.

J.W. Coons Advisors held 7,734 shares of Vanguard Growth ETF worth $565K as of Q2 2025.
J.W. Coons Advisors sold 30 Vanguard Growth ETF shares in Q2 2025, an estimated $1.98K.
Vanguard Growth ETF made up 0.13% of J.W. Coons Advisors's portfolio in Q2 2025, its #148 holding.
J.W. Coons Advisors first reported a position in Vanguard Growth ETF in Q1 2020 and has held it in 22 quarters since.
J.W. Coons Advisors's Vanguard Growth ETF position peaked at $1.05M in Q4 2021.
2,494 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.