VUG VANGUARD GROWTH ETF

Ownership history in American Trust  ·  13 quarters on record

This page tracks every 13F SEC filing in which American Trust reported a position in VANGUARD GROWTH ETF (VUG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.46% (2025 Q4)
Avg. % of fund
0.95%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 108,857 +9,106 +9.1% 4.46% $53.1M $487.86
2025 Q3 ADDED 99,751 +96,967 +3483.0% 4.04% $47.8M $479.12
2025 Q2 REDUCED 2,784 -662 -19.2% 0.11% $1.2M $437.49
2024 Q4 ADDED 3,446 +85 +2.5% 0.11% $1.4M $408.58
2024 Q3 REDUCED 3,361 -52,357 -94.0% 0.11% $1.3M $381.70
2024 Q2 ADDED 55,718 +44,806 +410.6% 1.71% $20.8M $371.40
2024 Q1 REDUCED 10,912 -36,597 -77.0% 0.31% $3.8M $341.38
2023 Q4 ADDED 47,509 +42,509 +850.2% 1.09% $14.8M $307.92
2023 Q2 REDUCED 5,000 -41 -0.8% 0.10% $1.4M $279.35
2023 Q1 ADDED 5,041 +32 +0.6% 0.09% $1.3M $245.90
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VUG price (monthly, adj. close)
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