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Ally Invest Advisors’s Vanguard Growth ETF VUG Stock Holding History

Ally Invest 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 		$1.73M Sell
23,826
-3,474
-13% -$270K 0.12% 33
2025
Q4 		$2.22M Buy
27,300
+324
+1% +$26.3K 0.15% 31
2025
Q3 		$2.16M Buy
26,976
+834
+3% +$63.7K 0.15% 30
2025
Q2 		$1.91M Buy
26,142
+12,714
+95% +$837K 0.15% 30
2025
Q1 		$830K Buy
13,428
+3,192
+31% +$215K 0.07% 37
2024
Q4 		$700K Sell
10,236
-330
-3% -$22.2K 0.06% 40
2024
Q3 		$676K Sell
10,566
-1,206
-10% -$74.8K 0.06% 39
2024
Q2 		$734K Sell
11,772
-60
-0.5% -$3.5K 0.07% 38
2024
Q1 		$679K Buy
11,832
+48
+0.4% +$2.64K 0.07% 38
2023
Q4 		$610K Buy
11,784
+1,032
+10% +$49.8K 0.07% 36
2023
Q3 		$488K Buy
10,752
+294
+3% +$13.9K 0.06% 36
2023
Q2 		$493K Buy
10,458
+1,038
+11% +$45K 0.06% 34
2023
Q1 		$392K Buy
9,420
+1,812
+24% +$70.5K 0.05% 33
2022
Q4 		$270K Buy
+7,608
New +$280K 0.03% 33

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

Ally Invest Advisors's VUG Position: Q1 2026 in Review

Ally Invest Advisors reduced its Vanguard Growth ETF (VUG) stake by 13% in Q1 2026, selling an estimated $270K and leaving 23,826 shares worth $1.73M. The position accounts for 0.12% of the portfolio, ranked #33.

Ally Invest Advisors first reported a position in VUG in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.22M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Ally Invest Advisors held 23,826 shares of Vanguard Growth ETF worth $1.73M as of Q1 2026.
  • Ally Invest Advisors sold 3,474 Vanguard Growth ETF shares in Q1 2026, an estimated $270K.
  • Vanguard Growth ETF made up 0.12% of Ally Invest Advisors's portfolio in Q1 2026, its #33 holding.
  • Ally Invest Advisors first reported a position in Vanguard Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • Ally Invest Advisors's Vanguard Growth ETF position peaked at $2.22M in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Ally Invest Advisors's 13F filing for Q1 2026, filed 12 May 2026.