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Peninsula Wealth’s Vanguard Growth ETF VUG Stock Holding History

Peninsula Wealth’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
2024
Q4 		$56.5M Sell
826,470
-4,740
-0.6% -$318K 9.64% 4
2024
Q3 		$53.9M Sell
831,210
-17,544
-2% -$1.09M 9.42% 5
2024
Q2 		$54.6M Sell
848,754
-244,830
-22% -$14.3M 10.21% 3
2024
Q1 		$62.7M Sell
1,093,584
-283,854
-21% -$15.6M 12.51% 2
2023
Q4 		$71.4M Sell
1,377,438
-112,158
-8% -$5.41M 14.72% 2
2023
Q3 		$67.2M Buy
1,489,596
+10,566
+0.7% +$499K 15.73% 2
2023
Q2 		$69.8M Buy
1,479,030
+786
+0.1% +$34.1K 18.23% 1
2023
Q1 		$61.5M Buy
1,478,244
+9,942
+0.7% +$387K 17.74% 2
2022
Q4 		$52.2M Buy
1,468,302
+38,154
+3% +$1.4M 16.41% 2
2022
Q3 		$51M Sell
1,430,148
-1,800
-0.1% -$72.4K 18% 2
2022
Q2 		$53.2M Buy
1,431,948
+1,032
+0.1% +$42.4K 18% 2
2022
Q1 		$68.6M Buy
1,430,916
+12,180
+0.9% +$576K 19.54% 1
2021
Q4 		$75.9M Sell
1,418,736
-109,350
-7% -$5.7M 20.41% 1
2021
Q3 		$73.9M Buy
1,528,086
+11,304
+0.7% +$563K 23.46% 1
2021
Q2 		$72.5M Buy
1,516,782
+32,466
+2% +$1.47M 23.73% 1
2021
Q1 		$63.6M Buy
1,484,316
+20,472
+1% +$876K 22.79% 1
2020
Q4 		$61.8M Sell
1,463,844
-12,756
-0.9% -$509K 23.2% 1
2020
Q3 		$56M Sell
1,476,600
-40,944
-3% -$1.51M 23.99% 1
2020
Q2 		$51.1M Buy
1,517,544
+696
+0% +$21.4K 23.83% 1
2020
Q1 		$39.6M Sell
1,516,848
-69,108
-4% -$2.07M 22.17% 1
2019
Q4 		$48.2M Sell
1,585,956
-35,574
-2% -$1.03M 22.29% 2
2019
Q3 		$44.9M Buy
1,621,530
+270
+0% +$7.49K 22.45% 2
2019
Q2 		$44.2M Buy
1,621,260
+55,434
+4% +$1.48M 22.66% 2
2019
Q1 		$40.8M Sell
1,565,826
-24,420
-2% -$603K 22.55% 2
2018
Q4 		$35.6M Buy
1,590,246
+7,626
+0.5% +$185K 22.17% 2
2018
Q3 		$42.5M Buy
1,582,620
+9,216
+0.6% +$241K 22.9% 2
2018
Q2 		$39.3M Buy
1,573,404
+6,630
+0.4% +$163K 23.09% 2
2018
Q1 		$37M Buy
+1,566,774
New +$38.2M 22.08% 2

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Peninsula Wealth's VUG Position: Q4 2024 in Review

Peninsula Wealth reduced its Vanguard Growth ETF (VUG) stake by 0.57% in Q4 2024, selling an estimated $318K and leaving 826,470 shares worth $56.5M. The position accounts for 9.64% of the portfolio, ranked #4.

Peninsula Wealth first reported a position in VUG in Q1 2018 and has held it in 28 quarters since. The position peaked at $75.9M in Q4 2021. 2,500 funds tracked by Wall St. Rank hold VUG as of Q4 2024.

  • Peninsula Wealth held 826,470 shares of Vanguard Growth ETF worth $56.5M as of Q4 2024.
  • Peninsula Wealth sold 4,740 Vanguard Growth ETF shares in Q4 2024, an estimated $318K.
  • Vanguard Growth ETF made up 9.64% of Peninsula Wealth's portfolio in Q4 2024, its #4 holding.
  • Peninsula Wealth first reported a position in Vanguard Growth ETF in Q1 2018 and has held it in 28 quarters since.
  • Peninsula Wealth's Vanguard Growth ETF position peaked at $75.9M in Q4 2021.
  • 2,500 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.