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Private Portfolio Partners’s Vanguard Growth ETF VUG Stock Holding History

Private Portfolio Partners’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 		$47.2M Buy
690,060
+7,056
+1% +$474K 8.68% 1
2024
Q3 		$43.7M Buy
+683,004
New +$42.3M 8.19% 2
2024
Q2 		– Sell
-668,622
Closed -$38.4M – 269
2024
Q1 		$38.4M Sell
668,622
-48
-0% -$2.64K 7.99% 2
2023
Q4 		$34.6M Buy
668,670
+3,582
+0.5% +$173K 7.95% 2
2023
Q3 		$30.2M Buy
665,088
+13,056
+2% +$617K 7.82% 2
2023
Q2 		$30.7M Sell
652,032
-10,920
-2% -$474K 7.89% 2
2023
Q1 		$27.6M Buy
662,952
+8,790
+1% +$342K 7.47% 2
2022
Q4 		$23.2M Sell
654,162
-8,412
-1% -$309K 6.12% 2
2022
Q3 		$23.6M Sell
662,574
-6,144
-0.9% -$247K 6.73% 2
2022
Q2 		$24.8M Buy
668,718
+60,312
+10% +$2.48M 6.92% 2
2022
Q1 		$29.2M Buy
608,406
+47,358
+8% +$2.24M 7.2% 2
2021
Q4 		$30M Buy
561,048
+9,180
+2% +$478K 7.69% 1
2021
Q3 		$26.7M Sell
551,868
-6,120
-1% -$305K 7.62% 1
2021
Q2 		$26.7M Buy
557,988
+8,094
+1% +$368K 7.74% 1
2021
Q1 		$23.6M Sell
549,894
-5,376
-1% -$230K 7.64% 1
2020
Q4 		$23.4M Buy
555,270
+1,572
+0.3% +$62.7K 8.29% 1
2020
Q3 		$21M Buy
553,698
+20,586
+4% +$760K 8.51% 1
2020
Q2 		$18M Buy
533,112
+5,364
+1% +$165K 8.29% 1
2020
Q1 		$13.8M Buy
527,748
+14,310
+3% +$429K 7.33% 1
2019
Q4 		$15.6M Buy
513,438
+8,664
+2% +$250K 6.76% 1
2019
Q3 		$14M Buy
504,774
+30,474
+6% +$845K 6.58% 2
2019
Q2 		$12.9M Buy
474,300
+29,130
+7% +$778K 5.54% 2
2019
Q1 		$11.6M Buy
445,170
+1,230
+0.3% +$30.4K 6.13% 2
2018
Q4 		$9.94M Buy
+443,940
New +$10.8M 6.13% 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

Private Portfolio Partners's VUG Position: Q4 2024 in Review

Private Portfolio Partners increased its Vanguard Growth ETF (VUG) stake by 1% in Q4 2024, buying an estimated $474K and bringing the position to 690,060 shares worth $47.2M. The position accounts for 8.68% of the portfolio, ranked #1.

Private Portfolio Partners first reported a position in VUG in Q4 2018 and has held it in 24 quarters since. 2,500 funds tracked by Wall St. Rank hold VUG as of Q4 2024.

  • Private Portfolio Partners held 690,060 shares of Vanguard Growth ETF worth $47.2M as of Q4 2024.
  • Private Portfolio Partners bought 7,056 Vanguard Growth ETF shares in Q4 2024, an estimated $474K.
  • Vanguard Growth ETF made up 8.68% of Private Portfolio Partners's portfolio in Q4 2024, its #1 holding.
  • Private Portfolio Partners first reported a position in Vanguard Growth ETF in Q4 2018 and has held it in 24 quarters since.
  • 2,500 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.