VUG β€” VANGUARD GROWTH ETF

Ownership history in Certified Advisory Corp  Β·  31 quarters on record

AI Ownership Summary

Certified Advisory Corp reported VANGUARD GROWTH ETF (VUG) in 31 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 4.82% in 2023 Q3. The latest visible filing shows VUG at 4.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VUG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Certified Advisory Corp's position in VANGUARD GROWTH ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VUG was reported at 4.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.82% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Certified Advisory Corp held VUG β€” position size vs. price
% of Fund (quarterly)    VUG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 93,213 +602 +0.7% 4.14% $45.5M 2026-02-14 (Est.) $457.98
2025 Q3 REDUCED 92,611 -3,574 -3.7% 4.22% $44.4M 2025-11-13 $482.39
2025 Q2 ADDED 96,185 +491 +0.5% 4.38% $42.2M 2025-08-14 $462.56
2025 Q1 REDUCED 95,694 -2,065 -2.1% 4.02% $35.5M 2025-05-08 $386.72
2024 Q4 REDUCED 97,759 -885 -0.9% 4.35% $40.1M 2025-01-15 $411.88
2024 Q3 ADDED 98,644 +334 +0.3% 4.20% $37.9M 2024-11-12 $406.42
2024 Q2 ADDED 98,310 +828 +0.8% 4.61% $36.8M 2024-08-13 $361.73
2024 Q1 ADDED 97,482 +219 +0.2% 4.68% $33.6M 2024-05-10 $340.99
2023 Q4 REDUCED 97,263 -125 -0.1% 4.59% $30.2M 2024-02-09 $334.46
2023 Q3 ADDED 97,388 +1,299 +1.4% 4.82% $26.2M 2023-11-13 $285.05
21 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Certified Advisory Corp and VUG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Certified Advisory Corp reported owning VUG?

Certified Advisory Corp reported VUG across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported VUG position in Certified Advisory Corp's portfolio?

The largest reported portfolio weight for VUG was 4.82% in 2023 Q3.

What is the latest reported VUG position on this page?

The most recent filing on this page is 2025 Q4, when Certified Advisory Corp reported 93,213 shares, equal to 4.14% of portfolio, with an estimated market value of $45.5M.

What does the chart on this VUG ownership page compare?

The chart compares Certified Advisory Corp's quarterly VUG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Certified Advisory Corp Holdings