Mark Sheptoff Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $138K | Buy |
9,840
+8,202
| +501% | +$638K | 0.07% | 117 |
|
|
2025
Q4 | $133K | Hold |
1,638
| – | – | 0.06% | 124 |
|
|
2025
Q3 | $131K | Hold |
1,638
| – | – | 0.06% | 120 |
|
|
2025
Q2 | $120K | Hold |
1,638
| – | – | 0.06% | 111 |
|
|
2025
Q1 | $101K | Hold |
1,638
| – | – | 0.06% | 121 |
|
|
2024
Q4 | $112K | Hold |
1,638
| – | – | 0.06% | 113 |
|
|
2024
Q3 | $105K | Hold |
1,638
| – | – | 0.06% | 120 |
|
|
2024
Q2 | $102K | Sell |
1,638
-1,200
| -42% | -$70K | 0.06% | 132 |
|
|
2024
Q1 | $163K | Buy |
2,838
+1,200
| +73% | +$66K | 0.09% | 110 |
|
|
2023
Q4 | $85K | Buy |
1,638
+708
| +76% | +$34.2K | 0.05% | 129 |
|
|
2023
Q3 | $42.3K | Hold |
930
| – | – | 0.03% | 160 |
|
|
2023
Q2 | $44K | Hold |
930
| – | – | 0.03% | 171 |
|
|
2023
Q1 | $38.7K | Hold |
930
| – | – | 0.02% | 169 |
|
|
2022
Q4 | $33.1K | Sell |
930
-690
| -43% | -$25.4K | 0.02% | 177 |
|
|
2022
Q3 | $58K | Hold |
1,620
| – | – | 0.04% | 136 |
|
|
2022
Q2 | $60K | Hold |
1,620
| – | – | 0.03% | 145 |
|
|
2022
Q1 | $78K | Hold |
1,620
| – | – | 0.04% | 145 |
|
|
2021
Q4 | $87K | Hold |
1,620
| – | – | 0.04% | 143 |
|
|
2021
Q3 | $78K | Hold |
1,620
| – | – | 0.04% | 151 |
|
|
2021
Q2 | $77K | Hold |
1,620
| – | – | 0.04% | 151 |
|
|
2021
Q1 | $69K | Hold |
1,620
| – | – | 0.04% | 142 |
|
|
2020
Q4 | $68K | Hold |
1,620
| – | – | 0.04% | 146 |
|
|
2020
Q3 | $61K | Hold |
1,620
| – | – | 0.04% | 139 |
|
|
2020
Q2 | $55K | Hold |
1,620
| – | – | 0.04% | 146 |
|
|
2020
Q1 | $42K | Hold |
1,620
| – | – | 0.03% | 141 |
|
|
2019
Q4 | $49K | Hold |
1,620
| – | – | 0.03% | 152 |
|
|
2019
Q3 | $45K | Hold |
1,620
| – | – | 0.03% | 154 |
|
|
2019
Q2 | $44K | Hold |
1,620
| – | – | 0.03% | 167 |
|
|
2019
Q1 | $42K | Hold |
1,620
| – | – | 0.03% | 161 |
|
|
2018
Q4 | $36K | Hold |
1,620
| – | – | 0.03% | 152 |
|
|
2018
Q3 | $43K | Hold |
1,620
| – | – | 0.03% | 177 |
|
|
2018
Q2 | $40K | Hold |
1,620
| – | – | 0.03% | 179 |
|
|
2018
Q1 | $38K | Hold |
1,620
| – | – | 0.03% | 181 |
|
|
2017
Q4 | $38K | Hold |
1,620
| – | – | 0.02% | 189 |
|
|
2017
Q3 | $36K | Hold |
1,620
| – | – | 0.02% | 199 |
|
|
2017
Q2 | $34K | Sell |
1,620
-6
| -0.4% | -$126 | 0.02% | 198 |
|
|
2017
Q1 | $33K | Buy |
1,626
+6
| +0.4% | +$118 | 0.02% | 201 |
|
|
2016
Q4 | $30K | Buy |
+1,620
| New | +$30K | 0.02% | 201 |
|
Other funds holding VUG
EWA
Mark Sheptoff Financial Planning's VUG Position: Q1 2026 in Review
Mark Sheptoff Financial Planning increased its Vanguard Growth ETF (VUG) stake by 501% in Q1 2026, buying an estimated $638K and bringing the position to 9,840 shares worth $138K. The position accounts for 0.07% of the portfolio, ranked #117.
Mark Sheptoff Financial Planning first reported a position in VUG in Q4 2016 and has held it in 38 quarters since. The position peaked at $163K in Q1 2024. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.
- Mark Sheptoff Financial Planning held 9,840 shares of Vanguard Growth ETF worth $138K as of Q1 2026.
- Mark Sheptoff Financial Planning bought 8,202 Vanguard Growth ETF shares in Q1 2026, an estimated $638K.
- Vanguard Growth ETF made up 0.07% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #117 holding.
- Mark Sheptoff Financial Planning first reported a position in Vanguard Growth ETF in Q4 2016 and has held it in 38 quarters since.
- Mark Sheptoff Financial Planning's Vanguard Growth ETF position peaked at $163K in Q1 2024.
- 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.
Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.