AWA
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Alaska Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

Alaska 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 		$1.02M Buy
13,998
+870
+7% +$67.7K 0.12% 43
2025
Q4 		$1.07M Sell
13,128
-408
-3% -$33.1K 0.14% 40
2025
Q3 		$1.08M Buy
13,536
+150
+1% +$11.5K 0.14% 37
2025
Q2 		$978K Sell
13,386
-84
-0.6% -$5.53K 0.14% 35
2025
Q1 		$832K Sell
13,470
-1,104
-8% -$74.4K 0.13% 37
2024
Q4 		$997K Sell
14,574
-60
-0.4% -$4.03K 0.16% 34
2024
Q3 		$936K Sell
14,634
-6
-0% -$372 0.14% 36
2024
Q2 		$913K Sell
14,640
-216
-1% -$12.6K 0.14% 35
2024
Q1 		$852K Sell
14,856
-666
-4% -$36.6K 0.13% 36
2023
Q4 		$804K Sell
15,522
-948
-6% -$45.8K 0.13% 36
2023
Q3 		$747K Sell
16,470
-1,326
-7% -$62.6K 0.12% 33
2023
Q2 		$839K Sell
17,796
-312
-2% -$13.5K 0.13% 34
2023
Q1 		$753K Sell
18,108
-258
-1% -$10K 0.13% 34
2022
Q4 		$652K Sell
18,366
-1,080
-6% -$39.7K 0.12% 37
2022
Q3 		$693K Sell
19,446
-2,208
-10% -$88.8K 0.14% 36
2022
Q2 		$804K Buy
21,654
+2,430
+13% +$99.8K 0.16% 35
2022
Q1 		$921K Sell
19,224
-1,440
-7% -$68.1K 0.17% 29
2021
Q4 		$1.1M Buy
20,664
+1,620
+9% +$84.4K 0.2% 26
2021
Q3 		$921K Sell
19,044
-264
-1% -$13.1K 0.18% 28
2021
Q2 		$923K Hold
19,308
– – 0.18% 28
2021
Q1 		$827K Sell
19,308
-1,134
-6% -$48.5K 0.16% 27
2020
Q4 		$863K Sell
20,442
-438
-2% -$17.5K 0.18% 27
2020
Q3 		$792K Sell
20,880
-90
-0.4% -$3.32K 0.17% 26
2020
Q2 		$706K Sell
20,970
-2,082
-9% -$64K 0.17% 30
2020
Q1 		$602K Buy
23,052
+732
+3% +$21.9K 0.17% 30
2019
Q4 		$678K Buy
+22,320
New +$645K 0.11% 35
2019
Q3 		– Sell
-22,830
Closed -$595K – 63
2019
Q2 		$595K Hold
22,830
– – 0.06% 37
2019
Q1 		$595K Sell
22,830
-1,158
-5% -$28.6K 0.06% 37
2018
Q4 		$537K Buy
+23,988
New +$581K 0.17% 31

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

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

Alaska Wealth Advisors increased its Vanguard Growth ETF (VUG) stake by 6.6% in Q1 2026, buying an estimated $67.7K and bringing the position to 13,998 shares worth $1.02M. The position accounts for 0.12% of the portfolio, ranked #43.

Alaska Wealth Advisors first reported a position in VUG in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.1M in Q4 2021. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Alaska Wealth Advisors held 13,998 shares of Vanguard Growth ETF worth $1.02M as of Q1 2026.
  • Alaska Wealth Advisors bought 870 Vanguard Growth ETF shares in Q1 2026, an estimated $67.7K.
  • Vanguard Growth ETF made up 0.12% of Alaska Wealth Advisors's portfolio in Q1 2026, its #43 holding.
  • Alaska Wealth Advisors first reported a position in Vanguard Growth ETF in Q4 2018 and has held it in 29 quarters since.
  • Alaska Wealth Advisors's Vanguard Growth ETF position peaked at $1.1M in Q4 2021.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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