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Acorn Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

Acorn Wealth Advisors’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 		$1.71M Sell
23,454
-438
-2% -$34.1K 0.5% 52
2025
Q4 		$1.94M Buy
23,892
+384
+2% +$31.2K 0.58% 45
2025
Q3 		$1.88M Sell
23,508
-924
-4% -$70.6K 0.59% 43
2025
Q2 		$1.79M Buy
24,432
+18,066
+284% +$1.19M 0.66% 33
2025
Q1 		$393K Sell
6,366
-42
-0.7% -$2.83K 0.16% 129
2024
Q4 		$438K Buy
6,408
+204
+3% +$13.7K 0.18% 119
2024
Q3 		$397K Sell
6,204
-768
-11% -$47.6K 0.17% 121
2024
Q2 		$435K Buy
6,972
+2,238
+47% +$131K 0.21% 99
2024
Q1 		$272K Hold
4,734
– – 0.14% 158
2023
Q4 		$245K Buy
4,734
+12
+0.3% +$579 0.15% 159
2023
Q3 		$214K Sell
4,722
-816
-15% -$38.5K 0.14% 168
2023
Q2 		$261K Buy
5,538
+222
+4% +$9.63K 0.18% 137
2023
Q1 		$221K Buy
+5,316
New +$207K 0.16% 150
2022
Q2 		– Sell
-5,178
Closed -$248K – 182
2022
Q1 		$248K Sell
5,178
-678
-12% -$32.1K 0.17% 148
2021
Q4 		$313K Sell
5,856
-264
-4% -$13.8K 0.2% 126
2021
Q3 		$296K Buy
6,120
+6
+0.1% +$299 0.21% 120
2021
Q2 		$292K Buy
6,114
+6
+0.1% +$272 0.2% 124
2021
Q1 		$262K Buy
6,108
+6
+0.1% +$257 0.19% 127
2020
Q4 		$258K Buy
+6,102
New +$244K 0.2% 122
2018
Q3 		– Sell
-666
Closed -$17K – 442
2018
Q2 		$17K Hold
666
– – 0.01% 426
2018
Q1 		$16K Hold
666
– – 0.01% 430
2017
Q4 		$16K Buy
+666
New +$15.3K 0.01% 416

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

Acorn Wealth Advisors's VUG Position: Q1 2026 in Review

Acorn Wealth Advisors reduced its Vanguard Growth ETF (VUG) stake by 1.8% in Q1 2026, selling an estimated $34.1K and leaving 23,454 shares worth $1.71M. The position accounts for 0.5% of the portfolio, ranked #52.

Acorn Wealth Advisors first reported a position in VUG in Q4 2017 and has held it in 22 quarters since. The position peaked at $1.94M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Acorn Wealth Advisors held 23,454 shares of Vanguard Growth ETF worth $1.71M as of Q1 2026.
  • Acorn Wealth Advisors sold 438 Vanguard Growth ETF shares in Q1 2026, an estimated $34.1K.
  • Vanguard Growth ETF made up 0.5% of Acorn Wealth Advisors's portfolio in Q1 2026, its #52 holding.
  • Acorn Wealth Advisors first reported a position in Vanguard Growth ETF in Q4 2017 and has held it in 22 quarters since.
  • Acorn Wealth Advisors's Vanguard Growth ETF position peaked at $1.94M in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Acorn Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.