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Abacus Wealth Partners’s Vanguard Growth ETF VUG Stock Holding History

Abacus Wealth Partners’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 		$1.15M Buy
15,846
+2,874
+22% +$224K 0.11% 88
2025
Q4 		$1.05M Sell
12,972
-150
-1% -$12.2K 0.1% 94
2025
Q3 		$1.05M Sell
13,122
-2,328
-15% -$178K 0.15% 31
2025
Q2 		$1.13M Buy
15,450
+8,340
+117% +$549K 0.17% 29
2025
Q1 		$439K Sell
7,110
-138
-2% -$9.3K 0.07% 51
2024
Q4 		$496K Sell
7,248
-312
-4% -$21K 0.07% 46
2024
Q3 		$484K Sell
7,560
-420
-5% -$26K 0.07% 49
2024
Q2 		$497K Buy
7,980
+1,950
+32% +$114K 0.08% 48
2024
Q1 		$346K Sell
6,030
-480
-7% -$26.4K 0.06% 62
2023
Q4 		$337K Hold
6,510
– – 0.06% 52
2023
Q3 		$295K Sell
6,510
-120
-2% -$5.67K 0.09% 56
2023
Q2 		$313K Sell
6,630
-10,548
-61% -$457K 0.09% 62
2023
Q1 		$722K Buy
17,178
+276
+2% +$10.7K 0.24% 28
2022
Q4 		$600K Sell
16,902
-246
-1% -$9.05K 0.21% 33
2022
Q3 		$611K Sell
17,148
-3,930
-19% -$158K 0.32% 30
2022
Q2 		$783K Hold
21,078
– – 0.41% 24
2022
Q1 		$1.01M Sell
21,078
-90
-0.4% -$4.26K 0.45% 24
2021
Q4 		$1.13M Buy
21,168
+5,652
+36% +$294K 0.4% 27
2021
Q3 		$750K Sell
15,516
-270
-2% -$13.4K 0.28% 37
2021
Q2 		$755K Buy
15,786
+66
+0.4% +$3K 0.3% 30
2021
Q1 		$673K Buy
15,720
+1,620
+11% +$69.3K 0.48% 28
2020
Q4 		$595K Buy
+14,100
New +$563K 0.52% 29

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Abacus Wealth Partners's VUG Position: Q1 2026 in Review

Abacus Wealth Partners increased its Vanguard Growth ETF (VUG) stake by 22% in Q1 2026, buying an estimated $224K and bringing the position to 15,846 shares worth $1.15M. The position accounts for 0.11% of the portfolio, ranked #88.

Abacus Wealth Partners first reported a position in VUG in Q4 2020 and has held it in 22 quarters since. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Abacus Wealth Partners held 15,846 shares of Vanguard Growth ETF worth $1.15M as of Q1 2026.
  • Abacus Wealth Partners bought 2,874 Vanguard Growth ETF shares in Q1 2026, an estimated $224K.
  • Vanguard Growth ETF made up 0.11% of Abacus Wealth Partners's portfolio in Q1 2026, its #88 holding.
  • Abacus Wealth Partners first reported a position in Vanguard Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Abacus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.