Advocacy Wealth Management Services’s Vanguard Growth ETF VUG Stock Holding History

Advocacy Wealth Management Services’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	$1.39M	Sell	19,056 -66,042	-78%	-$5.14M	0.06%	81
2025 Q4	$6.92M	Buy	85,098 +2,472	+3%	+$201K	0.29%	58
2025 Q3	$6.6M	Buy	82,626 +13,002	+19%	+$994K	0.29%	61
2025 Q2	$5.09M	Hold	69,624	–	–	0.31%	39
2025 Q1	$4.3M	Sell	69,624 -16,398	-19%	-$1.11M	0.29%	39
2024 Q4	$5.88M	Sell	86,022 -852	-1%	-$57.2K	0.45%	28
2024 Q3	$5.56M	Sell	86,874 -402	-0.5%	-$24.9K	0.44%	24
2024 Q2	$5.44M	Sell	87,276 -9,084	-9%	-$530K	0.45%	29
2024 Q1	$5.53M	Buy	96,360 +29,682	+45%	+$1.63M	0.48%	29
2023 Q4	$3.45M	Buy	66,678 +17,148	+35%	+$828K	0.33%	37
2023 Q3	$2.25M	Hold	49,530	–	–	0.25%	24
2023 Q2	$2.34M	Buy	+49,530	New	+$2.15M	0.27%	23
2016 Q3	–	Sell	-12,000	Closed	-$214K	–	396
2016 Q2	$214K	Hold	12,000	–	–	0.11%	66
2016 Q1	$213K	Sell	12,000 -15,180	-56%	-$254K	0.15%	83
2015 Q4	$482K	Buy	+27,180	New	+$487K	0.55%	50
2013 Q3	$718K	Buy	50,910 +39,630	+351%	+$546K	1.96%	9
2013 Q2	$147K	Buy	+11,280	New	+$149K	0.59%	54

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

Advocacy Wealth Management Services's VUG Position: Q1 2026 in Review

Advocacy Wealth Management Services reduced its Vanguard Growth ETF (VUG) stake by 78% in Q1 2026, selling an estimated $5.14M and leaving 19,056 shares worth $1.39M. The position accounts for 0.06% of the portfolio, ranked #81.

Advocacy Wealth Management Services first reported a position in VUG in Q2 2013 and has held it in 17 quarters since. The position peaked at $6.92M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Advocacy Wealth Management Services held 19,056 shares of Vanguard Growth ETF worth $1.39M as of Q1 2026.
Advocacy Wealth Management Services sold 66,042 Vanguard Growth ETF shares in Q1 2026, an estimated $5.14M.
Vanguard Growth ETF made up 0.06% of Advocacy Wealth Management Services's portfolio in Q1 2026, its #81 holding.
Advocacy Wealth Management Services first reported a position in Vanguard Growth ETF in Q2 2013 and has held it in 17 quarters since.
Advocacy Wealth Management Services's Vanguard Growth ETF position peaked at $6.92M in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2026, filed 12 May 2026.