Sensible Financial Planning & Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.46M | Sell |
80,856
-48
| -0.1% | -$3.67K | 1.17% | 17 |
|
|
2025
Q2 | $5.91M | Buy |
80,904
+990
| +1% | +$65.2K | 1.12% | 17 |
|
|
2025
Q1 | $4.94M | Buy |
79,914
+1,836
| +2% | +$124K | 0.99% | 17 |
|
|
2024
Q4 | $5.34M | Sell |
78,078
-108
| -0.1% | -$7.25K | 1.11% | 17 |
|
|
2024
Q3 | $5M | Sell |
78,186
-414
| -0.5% | -$25.7K | 0.99% | 17 |
|
|
2024
Q2 | $4.9M | Hold |
78,600
| – | – | 1.06% | 17 |
|
|
2024
Q1 | $4.51M | Buy |
78,600
+168
| +0.2% | +$9.24K | 1% | 17 |
|
|
2023
Q4 | $4.06M | Buy |
78,432
+78
| +0.1% | +$3.77K | 0.95% | 17 |
|
|
2023
Q3 | $3.56M | Hold |
78,354
| – | – | 0.89% | 16 |
|
|
2023
Q2 | $3.69M | Hold |
78,354
| – | – | 0.87% | 20 |
|
|
2023
Q1 | $3.26M | Sell |
78,354
-264
| -0.3% | -$10.3K | 0.77% | 20 |
|
|
2022
Q4 | $2.79M | Sell |
78,618
-348
| -0.4% | -$12.8K | 0.69% | 23 |
|
|
2022
Q3 | $2.82M | Sell |
78,966
-420
| -0.5% | -$16.9K | 0.72% | 19 |
|
|
2022
Q2 | $2.95M | Buy |
79,386
+366
| +0.5% | +$15K | 0.74% | 20 |
|
|
2022
Q1 | $3.79M | Sell |
79,020
-354
| -0.4% | -$16.7K | 1.01% | 20 |
|
|
2021
Q4 | $4.25M | Sell |
79,374
-678
| -0.8% | -$35.3K | 1.21% | 19 |
|
|
2021
Q3 | $3.87M | Sell |
80,052
-432
| -0.5% | -$21.5K | 1.26% | 18 |
|
|
2021
Q2 | $3.85M | Sell |
80,484
-324
| -0.4% | -$14.7K | 1.3% | 18 |
|
|
2021
Q1 | $3.46M | Sell |
80,808
-300
| -0.4% | -$12.8K | 1.27% | 18 |
|
|
2020
Q4 | $3.42M | Sell |
81,108
-3,570
| -4% | -$142K | 1.28% | 16 |
|
|
2020
Q3 | $3.21M | Hold |
84,678
| – | – | 1.31% | 14 |
|
|
2020
Q2 | $2.85M | Sell |
84,678
-96
| -0.1% | -$2.95K | 1.22% | 16 |
|
|
2020
Q1 | $2.21M | Hold |
84,774
| – | – | 1.05% | 17 |
|
|
2019
Q4 | $2.57M | Sell |
84,774
-672
| -0.8% | -$19.4K | 1.08% | 15 |
|
|
2019
Q3 | $2.37M | Hold |
85,446
| – | – | 1.02% | 15 |
|
|
2019
Q2 | $2.33M | Buy |
85,446
+17,190
| +25% | +$459K | 1% | 14 |
|
|
2019
Q1 | $1.78M | Hold |
68,256
| – | – | 0.8% | 18 |
|
|
2018
Q4 | $1.53M | Sell |
68,256
-750
| -1% | -$18.2K | 0.74% | 19 |
|
|
2018
Q3 | $1.85M | Hold |
69,006
| – | – | 0.86% | 14 |
|
|
2018
Q2 | $1.72M | Hold |
69,006
| – | – | 0.82% | 14 |
|
|
2018
Q1 | $1.63M | Hold |
69,006
| – | – | 0.78% | 16 |
|
|
2017
Q4 | $1.62M | Buy |
69,006
+24,966
| +57% | +$573K | 0.83% | 15 |
|
|
2017
Q3 | $974K | Hold |
44,040
| – | – | 0.54% | 15 |
|
|
2017
Q2 | $932K | Hold |
44,040
| – | – | 0.58% | 15 |
|
|
2017
Q1 | $893K | Hold |
44,040
| – | – | 0.57% | 14 |
|
|
2016
Q4 | $818K | Hold |
44,040
| – | – | 0.57% | 14 |
|
|
2016
Q3 | $824K | Hold |
44,040
| – | – | 0.57% | 14 |
|
|
2016
Q2 | $787K | Buy |
44,040
+17,136
| +64% | +$305K | 0.55% | 15 |
|
|
2016
Q1 | $477K | Hold |
26,904
| – | – | 0.35% | 17 |
|
|
2015
Q4 | $477K | Hold |
26,904
| – | – | 0.36% | 17 |
|
|
2015
Q3 | $450K | Sell |
26,904
-4,302
| -14% | -$76.3K | 0.35% | 17 |
|
|
2015
Q2 | $557K | Hold |
31,206
| – | – | 0.46% | 20 |
|
|
2015
Q1 | $544K | Sell |
31,206
-3,234
| -9% | -$57.4K | 0.49% | 21 |
|
|
2014
Q4 | $599K | Sell |
34,440
-288
| -0.8% | -$4.9K | 0.61% | 20 |
|
|
2014
Q3 | $577K | Buy |
+34,728
| New | +$578K | 0.5% | 19 |
|
Other funds holding VUG
Sensible Financial Planning & Management's VUG Position: Q3 2025 in Review
Sensible Financial Planning & Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.06% in Q3 2025, selling an estimated $3.67K and leaving 80,856 shares worth $6.46M. The position accounts for 1.17% of the portfolio, ranked #17.
Sensible Financial Planning & Management first reported a position in VUG in Q3 2014 and has held it in 45 quarters since. 2,600 funds tracked by Wall St. Rank hold VUG as of Q3 2025.
- Sensible Financial Planning & Management held 80,856 shares of Vanguard Morningstar Growth ETF worth $6.46M as of Q3 2025.
- Sensible Financial Planning & Management sold 48 Vanguard Morningstar Growth ETF shares in Q3 2025, an estimated $3.67K.
- Vanguard Morningstar Growth ETF made up 1.17% of Sensible Financial Planning & Management's portfolio in Q3 2025, its #17 holding.
- Sensible Financial Planning & Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2014 and has held it in 45 quarters since.
- 2,600 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2025.
Based on Sensible Financial Planning & Management's 13F filing for Q3 2025, filed 5 Nov 2025.