VUG — Vanguard Growth Etf

Ownership history in CHARTIST INC /CA/  ·  13 quarters on record

This page tracks every 13F SEC filing in which CHARTIST INC /CA/ 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
0.43% (2018 Q3)
Avg. % of fund
0.22%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 497 -72 -12.7% 0.16% $242K $487.86
2025 Q3 REDUCED 569 -431 -43.1% 0.19% $273K $479.12
2024 Q4 UNCHANGED 1,000 — 0% 0.21% $410K $408.58
2024 Q3 UNCHANGED 1,000 — 0% 0.20% $384K $381.70
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VUG price (monthly, adj. close)

Other funds also holding VUG

As of 2025 Q4 — sorted by position size

Rezny Wealth Management, Inc. 3Y 7Y 31.56% GOLDEN ROAD ADVISORS LLC 31.16% Fee-Only Financial Planning, L.C. 3Y 30.43% Balentine LLC 3Y 7Y 29.44% Carter Financial, LLC 27.39% Cornerstone Management, Inc. 25.55% Mill Creek Capital Advisors, LLC 3Y 24.67% Trust Co of Tennessee 22.85% Dougherty Wealth Advisers LLC 3Y 7Y 22.49% STEVENS CAPITAL PARTNERS 3Y 21.41%
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