AWM
VUG icon

Angeles Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Angeles Wealth Management’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 		$11.3M Sell
155,298
-312
-0.2% -$24.3K 0.62% 25
2025
Q4 		$12.7M Sell
155,610
-1,752
-1% -$142K 0.7% 24
2025
Q3 		$12.6M Sell
157,362
-1,680
-1% -$128K 0.77% 21
2025
Q2 		$11.6M Buy
159,042
+39,996
+34% +$2.63M 0.8% 21
2025
Q1 		$7.36M Buy
119,046
+1,002
+0.8% +$67.6K 0.61% 22
2024
Q4 		$8.07M Sell
118,044
-510
-0.4% -$34.3K 0.67% 22
2024
Q3 		$7.59M Sell
118,554
-60
-0.1% -$3.72K 0.65% 22
2024
Q2 		$7.39M Hold
118,614
– – 0.69% 24
2024
Q1 		$6.8M Sell
118,614
-25,362
-18% -$1.39M 0.68% 25
2023
Q4 		$7.46M Sell
143,976
-996
-0.7% -$48.1K 0.91% 21
2023
Q3 		$6.58M Buy
144,972
+654
+0.5% +$30.9K 0.93% 20
2023
Q2 		$6.81M Sell
144,318
-720
-0.5% -$31.2K 0.93% 20
2023
Q1 		$6.03M Sell
145,038
-1,566
-1% -$60.9K 0.9% 23
2022
Q4 		$5.21M Buy
146,604
+50,250
+52% +$1.85M 0.91% 24
2022
Q3 		$3.44M Sell
96,354
-24,930
-21% -$1M 0.68% 25
2022
Q2 		$4.5M Sell
121,284
-62,922
-34% -$2.59M 0.9% 23
2022
Q1 		$8.83M Buy
+184,206
New +$8.71M 1.67% 15

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

Angeles Wealth Management's VUG Position: Q1 2026 in Review

Angeles Wealth Management reduced its Vanguard Growth ETF (VUG) stake by 0.2% in Q1 2026, selling an estimated $24.3K and leaving 155,298 shares worth $11.3M. The position accounts for 0.62% of the portfolio, ranked #25.

Angeles Wealth Management first reported a position in VUG in Q1 2022 and has held it in 17 quarters since. The position peaked at $12.7M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Angeles Wealth Management held 155,298 shares of Vanguard Growth ETF worth $11.3M as of Q1 2026.
  • Angeles Wealth Management sold 312 Vanguard Growth ETF shares in Q1 2026, an estimated $24.3K.
  • Vanguard Growth ETF made up 0.62% of Angeles Wealth Management's portfolio in Q1 2026, its #25 holding.
  • Angeles Wealth Management first reported a position in Vanguard Growth ETF in Q1 2022 and has held it in 17 quarters since.
  • Angeles Wealth Management's Vanguard Growth ETF position peaked at $12.7M in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.