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Safeguard Financial’s Vanguard Growth ETF VUG Stock Holding History

Safeguard Financial’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
Q1 		$132M Buy
2,130,780
+65,130
+3% +$4.39M 28.85% 1
2024
Q4 		$141M Buy
2,065,650
+233,904
+13% +$15.7M 30.71% 1
2024
Q3 		$117M Buy
1,831,746
+130,338
+8% +$8.08M 27.62% 1
2024
Q2 		$106M Buy
1,701,408
+192,360
+13% +$11.2M 29.49% 1
2024
Q1 		$86.6M Buy
1,509,048
+150,732
+11% +$8.29M 28.21% 1
2023
Q4 		$70.4M Buy
1,358,316
+230,262
+20% +$11.1M 26.65% 1
2023
Q3 		$51.2M Buy
1,128,054
+128,304
+13% +$6.06M 24.7% 2
2023
Q2 		$47.1M Buy
999,750
+143,796
+17% +$6.24M 22.71% 2
2023
Q1 		$35.6M Buy
855,954
+159,276
+23% +$6.19M 21.6% 2
2022
Q4 		$24.7M Buy
696,678
+36,210
+5% +$1.33M 17.72% 2
2022
Q3 		$23.6M Buy
660,468
+242,208
+58% +$9.74M 21.81% 2
2022
Q2 		$15.5M Buy
418,260
+235,662
+129% +$9.68M 18.55% 2
2022
Q1 		$8.75M Buy
+182,598
New +$8.64M 13.09% 2

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Safeguard Financial's VUG Position: Q1 2025 in Review

Safeguard Financial increased its Vanguard Growth ETF (VUG) stake by 3.2% in Q1 2025, buying an estimated $4.39M and bringing the position to 2,130,780 shares worth $132M. The position accounts for 28.85% of the portfolio, ranked #1.

Safeguard Financial first reported a position in VUG in Q1 2022 and has held it in 13 quarters since. The position peaked at $141M in Q4 2024. 2,444 funds tracked by Wall St. Rank hold VUG as of Q1 2025.

  • Safeguard Financial held 2,130,780 shares of Vanguard Growth ETF worth $132M as of Q1 2025.
  • Safeguard Financial bought 65,130 Vanguard Growth ETF shares in Q1 2025, an estimated $4.39M.
  • Vanguard Growth ETF made up 28.85% of Safeguard Financial's portfolio in Q1 2025, its #1 holding.
  • Safeguard Financial first reported a position in Vanguard Growth ETF in Q1 2022 and has held it in 13 quarters since.
  • Safeguard Financial's Vanguard Growth ETF position peaked at $141M in Q4 2024.
  • 2,444 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.