VUG VANGUARD GROWTH ETF

Ownership history in Certified Advisory Corp  ·  31 quarters on record

This page tracks every 13F SEC filing in which Certified Advisory Corp 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
5.0% (2023 Q2)
Avg. % of fund
3.22%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
31
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 93,213 +602 +0.7% 4.14% $45.5M $487.86
2025 Q3 REDUCED 92,611 -3,574 -3.7% 4.22% $44.4M $479.12
2025 Q2 ADDED 96,185 +491 +0.5% 4.38% $42.2M $437.49
2025 Q1 REDUCED 95,694 -2,065 -2.1% 4.02% $35.5M $369.62
2024 Q4 REDUCED 97,759 -885 -0.9% 4.35% $40.1M $408.58
2024 Q3 ADDED 98,644 +334 +0.3% 4.20% $37.9M $381.70
2024 Q2 ADDED 98,310 +828 +0.8% 4.61% $36.8M $371.40
2024 Q1 ADDED 97,482 +219 +0.2% 4.68% $33.6M $341.38
2023 Q4 REDUCED 97,263 -125 -0.1% 4.59% $30.2M $307.92
2023 Q3 ADDED 97,388 +1,299 +1.4% 4.82% $26.2M $269.20
21 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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