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ARQ Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

ARQ 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 		$1.39M Sell
19,110
-258
-1% -$20.1K 0.25% 86
2025
Q4 		$1.57M Hold
19,368
– – 0.43% 52
2025
Q3 		$1.55M Sell
19,368
-252
-1% -$19.3K 0.46% 51
2025
Q2 		$1.21M Hold
19,620
– – 0.42% 54
2025
Q1 		$1.21M Sell
19,620
-2,874
-13% -$194K 0.45% 49
2024
Q4 		$1.54M Sell
22,494
-174
-0.8% -$11.7K 0.59% 45
2024
Q3 		$1.42M Sell
22,668
-132
-0.6% -$8.18K 0.54% 42
2024
Q2 		$1.42M Sell
22,800
-72
-0.3% -$4.2K 0.61% 39
2024
Q1 		$1.31M Hold
22,872
– – 0.57% 37
2023
Q4 		$1.19M Hold
22,872
– – 0.71% 30
2023
Q3 		$1.04M Sell
22,872
-2,400
-9% -$113K 0.78% 28
2023
Q2 		$1.19M Hold
25,272
– – 0.77% 30
2023
Q1 		$1.05M Sell
25,272
-1,086
-4% -$42.2K 0.77% 29
2022
Q4 		$936K Sell
26,358
-738
-3% -$27.1K 0.61% 31
2022
Q3 		$966K Buy
27,096
+12
+0% +$482 0.75% 30
2022
Q2 		$1.01M Buy
27,084
+11,928
+79% +$490K 0.72% 30
2022
Q1 		$726K Sell
15,156
-48
-0.3% -$2.27K 0.49% 33
2021
Q4 		$813K Hold
15,204
– – 0.58% 29
2021
Q3 		$735K Hold
15,204
– – 0.47% 32
2021
Q2 		$727K Hold
15,204
– – 0.47% 31
2021
Q1 		$651K Sell
15,204
-474
-3% -$20.3K 0.42% 28
2020
Q4 		$662K Hold
15,678
– – 0.42% 30
2020
Q3 		$595K Sell
15,678
-546
-3% -$20.2K 0.57% 27
2020
Q2 		$546K Sell
16,224
-174
-1% -$5.35K 0.53% 29
2020
Q1 		$428K Buy
+16,398
New +$491K 0.49% 28

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

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

ARQ Wealth Advisors reduced its Vanguard Growth ETF (VUG) stake by 1.3% in Q1 2026, selling an estimated $20.1K and leaving 19,110 shares worth $1.39M. The position accounts for 0.25% of the portfolio, ranked #86.

ARQ Wealth Advisors first reported a position in VUG in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.57M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • ARQ Wealth Advisors held 19,110 shares of Vanguard Growth ETF worth $1.39M as of Q1 2026.
  • ARQ Wealth Advisors sold 258 Vanguard Growth ETF shares in Q1 2026, an estimated $20.1K.
  • Vanguard Growth ETF made up 0.25% of ARQ Wealth Advisors's portfolio in Q1 2026, its #86 holding.
  • ARQ Wealth Advisors first reported a position in Vanguard Growth ETF in Q1 2020 and has held it in 25 quarters since.
  • ARQ Wealth Advisors's Vanguard Growth ETF position peaked at $1.57M in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on ARQ Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.