49 Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

49 Wealth Management’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.9M	Buy	26,094 +20,904	+403%	+$1.63M	0.14%	46
2025 Q4	$422K	Buy	5,190 +228	+5%	+$18.5K	0.03%	127
2025 Q3	$397K	Buy	4,962 +120	+2%	+$9.17K	0.04%	121
2025 Q2	$354K	Sell	4,842 -864	-15%	-$56.9K	0.04%	118
2025 Q1	$353K	Buy	5,706 +576	+11%	+$38.8K	0.04%	120
2024 Q4	$351K	Buy	5,130 +1,020	+25%	+$68.5K	0.05%	110
2024 Q3	$263K	Buy	+4,110	New	+$255K	0.04%	131

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

49 Wealth Management's VUG Position: Q1 2026 in Review

49 Wealth Management increased its Vanguard Growth ETF (VUG) stake by 403% in Q1 2026, buying an estimated $1.63M and bringing the position to 26,094 shares worth $1.9M. The position accounts for 0.14% of the portfolio, ranked #46.

49 Wealth Management first reported a position in VUG in Q3 2024 and has held it in 7 quarters since. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

49 Wealth Management held 26,094 shares of Vanguard Growth ETF worth $1.9M as of Q1 2026.
49 Wealth Management bought 20,904 Vanguard Growth ETF shares in Q1 2026, an estimated $1.63M.
Vanguard Growth ETF made up 0.14% of 49 Wealth Management's portfolio in Q1 2026, its #46 holding.
49 Wealth Management first reported a position in Vanguard Growth ETF in Q3 2024 and has held it in 7 quarters since.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.