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Alaethes Wealth’s Vanguard Growth ETF VUG Stock Holding History

Alaethes Wealth’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 		$580K Sell
7,974
-66
-0.8% -$5.13K 0.17% 86
2025
Q4 		$654K Buy
8,040
+3,228
+67% +$262K 0.18% 84
2025
Q3 		$385K Hold
4,812
– – 0.11% 94
2025
Q2 		$352K Hold
4,812
– – 0.11% 94
2025
Q1 		$297K Buy
4,812
+1,572
+49% +$106K 0.11% 101
2024
Q4 		$222K Hold
3,240
– – 0.08% 104
2024
Q3 		$207K Buy
+3,240
New +$201K 0.08% 111

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

Alaethes Wealth's VUG Position: Q1 2026 in Review

Alaethes Wealth reduced its Vanguard Growth ETF (VUG) stake by 0.82% in Q1 2026, selling an estimated $5.13K and leaving 7,974 shares worth $580K. The position accounts for 0.17% of the portfolio, ranked #86.

Alaethes Wealth first reported a position in VUG in Q3 2024 and has held it in 7 quarters since. The position peaked at $654K in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Alaethes Wealth held 7,974 shares of Vanguard Growth ETF worth $580K as of Q1 2026.
  • Alaethes Wealth sold 66 Vanguard Growth ETF shares in Q1 2026, an estimated $5.13K.
  • Vanguard Growth ETF made up 0.17% of Alaethes Wealth's portfolio in Q1 2026, its #86 holding.
  • Alaethes Wealth first reported a position in Vanguard Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • Alaethes Wealth's Vanguard Growth ETF position peaked at $654K in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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