Northeast Financial Consultants’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
Q2 | $340M | Buy |
4,648,962
+28,848
| +0.6% | +$1.9M | 13.89% | 1 |
|
|
2025
Q1 | $286M | Sell |
4,620,114
-14,274
| -0.3% | -$962K | 12.66% | 1 |
|
|
2024
Q4 | $317M | Buy |
4,634,388
+48,192
| +1% | +$3.24M | 13.37% | 1 |
|
|
2024
Q3 | $293M | Sell |
4,586,196
-1,452
| -0% | -$90K | 12.83% | 1 |
|
|
2024
Q2 | $286M | Buy |
4,587,648
+153,636
| +3% | +$8.96M | 13.17% | 1 |
|
|
2024
Q1 | $254M | Buy |
4,434,012
+222,012
| +5% | +$12.2M | 12.48% | 1 |
|
|
2023
Q4 | $218M | Buy |
4,212,000
+134,076
| +3% | +$6.47M | 12.07% | 1 |
|
|
2023
Q3 | $185M | Buy |
4,077,924
+37,722
| +0.9% | +$1.78M | 11.6% | 1 |
|
|
2023
Q2 | $191M | Sell |
4,040,202
-53,478
| -1% | -$2.32M | 11.7% | 1 |
|
|
2023
Q1 | $170M | Sell |
4,093,680
-104,460
| -2% | -$4.06M | 10.89% | 1 |
|
|
2022
Q4 | $149M | Sell |
4,198,140
-163,692
| -4% | -$6.02M | 10.07% | 1 |
|
|
2022
Q3 | $156M | Buy |
4,361,832
+49,428
| +1% | +$1.99M | 11.39% | 1 |
|
|
2022
Q2 | $160M | Buy |
4,312,404
+17,790
| +0.4% | +$731K | 11.17% | 1 |
|
|
2022
Q1 | $206M | Buy |
4,294,614
+44,058
| +1% | +$2.08M | 11.92% | 1 |
|
|
2021
Q4 | $227M | Buy |
4,250,556
+65,694
| +2% | +$3.42M | 13.72% | 1 |
|
|
2021
Q3 | $202M | Buy |
4,184,862
+134,334
| +3% | +$6.68M | 13.51% | 1 |
|
|
2021
Q2 | $194M | Buy |
4,050,528
+1,878
| +0% | +$85.3K | 13.03% | 1 |
|
|
2021
Q1 | $174M | Buy |
4,048,650
+86,640
| +2% | +$3.71M | 13.26% | 1 |
|
|
2020
Q4 | $167M | Buy |
3,962,010
+182,160
| +5% | +$7.27M | 13.86% | 1 |
|
|
2020
Q3 | $143M | Buy |
3,779,850
+79,968
| +2% | +$2.95M | 12.96% | 1 |
|
|
2020
Q2 | $125M | Buy |
3,699,882
+236,784
| +7% | +$7.28M | 11.97% | 1 |
|
|
2020
Q1 | $90.4M | Sell |
3,463,098
-24,348
| -0.7% | -$729K | 10.25% | 1 |
|
|
2019
Q4 | $106M | Buy |
3,487,446
+79,086
| +2% | +$2.28M | 9.46% | 1 |
|
|
2019
Q3 | $94.4M | Buy |
3,408,360
+82,896
| +2% | +$2.3M | 9.62% | 1 |
|
|
2019
Q2 | $90.6M | Buy |
+3,325,464
| New | +$88.8M | 9.29% | 2 |
|
|
2019
Q1 | – | Sell |
-3,224,220
| Closed | -$72.2M | – | 320 |
|
|
2018
Q4 | $72.2M | Buy |
3,224,220
+1,368,228
| +74% | +$33.1M | 10.05% | 2 |
|
|
2018
Q3 | $49.8M | Buy |
1,855,992
+314,760
| +20% | +$8.23M | 13.68% | 1 |
|
|
2018
Q2 | $38.5M | Buy |
1,541,232
+222,876
| +17% | +$5.47M | 11.85% | 2 |
|
|
2018
Q1 | $31.2M | Buy |
1,318,356
+62,316
| +5% | +$1.52M | 10.48% | 2 |
|
|
2017
Q4 | $29.5M | Buy |
1,256,040
+100,026
| +9% | +$2.3M | 9.79% | 2 |
|
|
2017
Q3 | $25.6M | Buy |
1,156,014
+119,022
| +11% | +$2.59M | 9.37% | 2 |
|
|
2017
Q2 | $22M | Buy |
1,036,992
+75,852
| +8% | +$1.59M | 8.65% | 2 |
|
|
2017
Q1 | $19.5M | Buy |
961,140
+76,848
| +9% | +$1.52M | 8.14% | 2 |
|
|
2016
Q4 | $16.4M | Buy |
884,292
+602,526
| +214% | +$11.1M | 7.34% | 2 |
|
|
2016
Q3 | $5.27M | Buy |
281,766
+203,214
| +259% | +$3.78M | 2.23% | 8 |
|
|
2016
Q2 | $1.4M | Buy |
+78,552
| New | +$1.4M | 0.62% | 31 |
|
Other funds holding VUG
Northeast Financial Consultants's VUG Position: Q2 2025 in Review
Northeast Financial Consultants increased its Vanguard Growth ETF (VUG) stake by 0.62% in Q2 2025, buying an estimated $1.9M and bringing the position to 4,648,962 shares worth $340M. The position accounts for 13.89% of the portfolio, ranked #1.
Northeast Financial Consultants first reported a position in VUG in Q2 2016 and has held it in 36 quarters since. 2,494 funds tracked by Wall St. Rank hold VUG as of Q2 2025.
- Northeast Financial Consultants held 4,648,962 shares of Vanguard Growth ETF worth $340M as of Q2 2025.
- Northeast Financial Consultants bought 28,848 Vanguard Growth ETF shares in Q2 2025, an estimated $1.9M.
- Vanguard Growth ETF made up 13.89% of Northeast Financial Consultants's portfolio in Q2 2025, its #1 holding.
- Northeast Financial Consultants first reported a position in Vanguard Growth ETF in Q2 2016 and has held it in 36 quarters since.
- 2,494 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2025.
Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.