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SPC Financial Inc’s Vanguard Growth ETF VUG Stock Holding History

SPC Financial Inc’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 		$18.8M Sell
234,948
-780
-0.3% -$59.6K 1.47% 25
2025
Q2 		$17.2M Buy
235,728
+215,178
+1,047% +$14.2M 1.44% 25
2025
Q1 		$1.27M Sell
20,550
-378
-2% -$25.5K 0.11% 98
2024
Q4 		$1.43M Sell
20,928
-6,900
-25% -$464K 0.12% 93
2024
Q3 		$1.78M Sell
27,828
-299,364
-91% -$18.6M 0.16% 85
2024
Q2 		$20.4M Sell
327,192
-4,950
-1% -$289K 1.89% 16
2024
Q1 		$19.1M Sell
332,142
-9,582
-3% -$527K 1.79% 21
2023
Q4 		$17.7M Sell
341,724
-26,394
-7% -$1.27M 1.8% 22
2023
Q3 		$16.7M Sell
368,118
-3,120
-0.8% -$147K 1.87% 19
2023
Q2 		$17.5M Sell
371,238
-3,186
-0.9% -$138K 1.89% 17
2023
Q1 		$15.6M Buy
374,424
+364,776
+3,781% +$14.2M 1.78% 22
2022
Q4 		$343K Sell
9,648
-353,142
-97% -$13M 0.04% 154
2022
Q3 		$12.9M Buy
362,790
+353,028
+3,616% +$14.2M 1.61% 22
2022
Q2 		$363K Sell
9,762
-756
-7% -$31.1K 0.04% 147
2022
Q1 		$504K Sell
10,518
-338,118
-97% -$16M 0.06% 124
2021
Q4 		$18.6M Buy
348,636
+2,736
+0.8% +$143K 2.08% 19
2021
Q3 		$16.7M Buy
345,900
+337,914
+4,231% +$16.8M 2.07% 18
2021
Q2 		$382K Sell
7,986
-414
-5% -$18.8K 0.05% 127
2021
Q1 		$360K Hold
8,400
– – 0.05% 124
2020
Q4 		$355K Sell
8,400
-1,140
-12% -$45.5K 0.05% 123
2020
Q3 		$362K Buy
9,540
+240
+3% +$8.86K 0.06% 108
2020
Q2 		$313K Sell
9,300
-354,330
-97% -$10.9M 0.07% 109
2020
Q1 		$9.5M Buy
363,630
+4,050
+1% +$121K 2.42% 17
2019
Q4 		$10.9M Buy
359,580
+10,920
+3% +$315K 2% 18
2019
Q3 		$9.66M Buy
+348,660
New +$9.67M 2.04% 16
2016
Q4 		– Sell
-359,040
Closed -$6.72M – 131
2016
Q3 		$6.72M Sell
359,040
-2,970
-0.8% -$55.3K 2.16% 17
2016
Q2 		$6.47M Buy
362,010
+6,660
+2% +$119K 2.34% 16
2016
Q1 		$6.3M Buy
+355,350
New +$5.96M 2.4% 16
2013
Q3 		– Sell
-200,622
Closed -$2.61M – 104
2013
Q2 		$2.61M Buy
+200,622
New +$2.65M 1.01% 34

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

SPC Financial Inc's VUG Position: Q3 2025 in Review

SPC Financial Inc reduced its Vanguard Growth ETF (VUG) stake by 0.33% in Q3 2025, selling an estimated $59.6K and leaving 234,948 shares worth $18.8M. The position accounts for 1.47% of the portfolio, ranked #25.

SPC Financial Inc first reported a position in VUG in Q2 2013 and has held it in 29 quarters since. The position peaked at $20.4M in Q2 2024. 2,599 funds tracked by Wall St. Rank hold VUG as of Q3 2025.

  • SPC Financial Inc held 234,948 shares of Vanguard Growth ETF worth $18.8M as of Q3 2025.
  • SPC Financial Inc sold 780 Vanguard Growth ETF shares in Q3 2025, an estimated $59.6K.
  • Vanguard Growth ETF made up 1.47% of SPC Financial Inc's portfolio in Q3 2025, its #25 holding.
  • SPC Financial Inc first reported a position in Vanguard Growth ETF in Q2 2013 and has held it in 29 quarters since.
  • SPC Financial Inc's Vanguard Growth ETF position peaked at $20.4M in Q2 2024.
  • 2,599 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.