Spinnaker Investment Group’s Vanguard Growth ETF VUG Stock Holding History

Spinnaker Investment Group’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
2026 Q2	$1.93M	Buy	22,433 +833	+4%	+$70.1K	0.31%	35
2026 Q1	$1.57M	Sell	21,600 -1,368	-6%	-$106K	0.32%	30
2025 Q4	$1.87M	Sell	22,968 -1,458	-6%	-$118K	0.34%	26
2025 Q3	$1.95M	Buy	24,426 +306	+1%	+$23.4K	0.37%	22
2025 Q2	$1.76M	Sell	24,120 -2,172	-8%	-$143K	0.41%	19
2025 Q1	$1.63M	Sell	26,292 -720	-3%	-$48.5K	0.37%	23
2024 Q4	$1.85M	Sell	27,012 -3,876	-13%	-$260K	0.45%	21
2024 Q3	$1.98M	Sell	30,888 -1,638	-5%	-$102K	0.48%	19
2024 Q2	$2.03M	Sell	32,526 -1,254	-4%	-$73.1K	0.56%	19
2024 Q1	$1.94M	Sell	33,780 -504	-1%	-$27.7K	0.54%	19
2023 Q4	$1.78M	Sell	34,284 -12,144	-26%	-$586K	0.54%	18
2023 Q3	$2.11M	Sell	46,428 -2,940	-6%	-$139K	0.71%	17
2023 Q2	$2.33M	Sell	49,368 -3,270	-6%	-$142K	0.77%	17
2023 Q1	$2.19M	Sell	52,638 -23,880	-31%	-$929K	0.77%	16
2022 Q4	$2.72M	Sell	76,518 -13,080	-15%	-$481K	0.97%	18
2022 Q3	$3.18M	Sell	89,598 -23,544	-21%	-$946K	1.25%	16
2022 Q2	$4.2M	Sell	113,142 -146,352	-56%	-$6.01M	1.71%	14
2022 Q1	$12.8M	Sell	259,494 -7,380	-3%	-$349K	4.16%	9
2021 Q4	$12.9M	Buy	+266,874	New	+$13.9M	4.53%	8

Other funds holding VUG

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return