Yeomans Consulting Group’s Vanguard Growth ETF VUG Stock Holding History

Yeomans Consulting 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
2025 Q4	$216K	Sell	2,652 -120	-4%	-$9.74K	0.06%	109
2025 Q3	$223K	Sell	2,772 -834	-23%	-$63.7K	0.08%	95
2025 Q2	$261K	Sell	3,606 -176,574	-98%	-$11.6M	0.11%	92
2025 Q1	$11.1M	Sell	180,180 -122,082	-40%	-$8.23M	4.3%	8
2024 Q4	$20.7M	Buy	302,262 +7,008	+2%	+$471K	7.74%	2
2024 Q3	$18.9M	Sell	295,254 -31,824	-10%	-$1.97M	7.06%	5
2024 Q2	$20.4M	Sell	327,078 -45,012	-12%	-$2.62M	7.88%	4
2024 Q1	$21.3M	Buy	372,090 +98,220	+36%	+$5.4M	9.35%	3
2023 Q4	$14.2M	Buy	+273,870	New	+$13.2M	7.07%	5

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Yeomans Consulting Group's VUG Position: Q4 2025 in Review

Yeomans Consulting Group reduced its Vanguard Growth ETF (VUG) stake by 4.3% in Q4 2025, selling an estimated $9.74K and leaving 2,652 shares worth $216K. The position accounts for 0.06% of the portfolio, ranked #109.

Yeomans Consulting Group first reported a position in VUG in Q4 2023 and has held it in 9 quarters since. The position peaked at $21.3M in Q1 2024. 2,803 funds tracked by Wall St. Rank hold VUG as of Q4 2025.

Yeomans Consulting Group held 2,652 shares of Vanguard Growth ETF worth $216K as of Q4 2025.
Yeomans Consulting Group sold 120 Vanguard Growth ETF shares in Q4 2025, an estimated $9.74K.
Vanguard Growth ETF made up 0.06% of Yeomans Consulting Group's portfolio in Q4 2025, its #109 holding.
Yeomans Consulting Group first reported a position in Vanguard Growth ETF in Q4 2023 and has held it in 9 quarters since.
Yeomans Consulting Group's Vanguard Growth ETF position peaked at $21.3M in Q1 2024.
2,803 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2025.

Based on Yeomans Consulting Group's 13F filing for Q4 2025, filed 7 Jan 2026.