Obsidian Personal Planning Solutions’s Vanguard Growth ETF VUG Stock Holding History

Obsidian Personal Planning Solutions’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 Q3	$2.96M	Sell	35,550 -1,284	-3%	-$98.1K	1.03%	26
2025 Q2	$2.69M	Buy	36,834 +30	+0.1%	+$1.98K	1.09%	25
2025 Q1	$2.32M	Sell	36,804 -978	-3%	-$65.9K	1.04%	25
2024 Q4	$2.63M	Sell	37,782 -1,476	-4%	-$99.2K	1.27%	22
2024 Q3	$2.51M	Sell	39,258 -1,272	-3%	-$78.8K	1.31%	22
2024 Q2	$2.53M	Buy	40,530 +234	+0.6%	+$13.6K	1.54%	22
2024 Q1	$2.22M	Sell	40,296 -3,252	-7%	-$179K	1.45%	23
2023 Q4	$2.26M	Sell	43,548 -1,878	-4%	-$90.7K	1.72%	19
2023 Q3	$2.06M	Sell	45,426 -210	-0.5%	-$9.92K	1.76%	18
2023 Q2	$2.15M	Sell	45,636 -600	-1%	-$26K	2.65%	13
2023 Q1	$1.92M	Sell	46,236 -912	-2%	-$35.5K	2.8%	13
2022 Q4	$1.68M	Buy	47,148 +318	+0.7%	+$11.7K	2.69%	13
2022 Q3	$1.67M	Sell	46,830 -4,080	-8%	-$164K	3.06%	13
2022 Q2	$1.89M	Buy	+50,910	New	+$2.09M	3.22%	11

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

Obsidian Personal Planning Solutions's VUG Position: Q3 2025 in Review

Obsidian Personal Planning Solutions reduced its Vanguard Growth ETF (VUG) stake by 3.5% in Q3 2025, selling an estimated $98.1K and leaving 35,550 shares worth $2.96M. The position accounts for 1.03% of the portfolio, ranked #26.

Obsidian Personal Planning Solutions first reported a position in VUG in Q2 2022 and has held it in 14 quarters since. 2,599 funds tracked by Wall St. Rank hold VUG as of Q3 2025.

Obsidian Personal Planning Solutions held 35,550 shares of Vanguard Growth ETF worth $2.96M as of Q3 2025.
Obsidian Personal Planning Solutions sold 1,284 Vanguard Growth ETF shares in Q3 2025, an estimated $98.1K.
Vanguard Growth ETF made up 1.03% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #26 holding.
Obsidian Personal Planning Solutions first reported a position in Vanguard Growth ETF in Q2 2022 and has held it in 14 quarters since.
2,599 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.