AssuredPartners Investment Advisors’s Vanguard Growth ETF VUG Stock Holding History

AssuredPartners Investment 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	$207K	Sell	2,796 -48	-2%	-$3.73K	0.02%	380
2025 Q4	$231K	Buy	+2,844	New	+$231K	0.03%	313
2025 Q2	–	Sell	-16,674	Closed	-$1.03M	–	331
2025 Q1	$1.03M	Sell	16,674 -120	-0.7%	-$8.09K	0.2%	124
2024 Q4	$1.15M	Buy	+16,794	New	+$1.13M	0.22%	111

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AssuredPartners Investment Advisors's VUG Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its Vanguard Growth ETF (VUG) stake by 1.7% in Q1 2026, selling an estimated $3.73K and leaving 2,796 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #380.

AssuredPartners Investment Advisors first reported a position in VUG in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.15M in Q4 2024. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

AssuredPartners Investment Advisors held 2,796 shares of Vanguard Growth ETF worth $207K as of Q1 2026.
AssuredPartners Investment Advisors sold 48 Vanguard Growth ETF shares in Q1 2026, an estimated $3.73K.
Vanguard Growth ETF made up 0.02% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #380 holding.
AssuredPartners Investment Advisors first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 4 quarters since.
AssuredPartners Investment Advisors's Vanguard Growth ETF position peaked at $1.15M in Q4 2024.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.