VUG — Vanguard Growth Vipers

Ownership history in D.A. DAVIDSON & CO.  ·  86 quarters on record

This page tracks every 13F SEC filing in which D.A. DAVIDSON & CO. reported a position in Vanguard Growth Vipers (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
7.66% (2020 Q2)
Avg. % of fund
4.72%
First filed
2004 Q3
Last filed
2025 Q4
Quarters held
86
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,773,369 -604 -0.0% 5.30% $865.2M $487.86
2025 Q3 ADDED 1,773,973 +15,636 +0.9% 5.44% $850.8M $479.12
2025 Q2 ADDED 1,758,337 +45,008 +2.6% 5.43% $770.9M $437.49
2025 Q1 REDUCED 1,713,329 -26,400 -1.5% 5.10% $635.3M $369.62
82 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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