AW
VUG icon

Atlas Wealth’s Vanguard Growth ETF VUG Stock Holding History

Atlas Wealth’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 		$238K Sell
3,270
-936
-22% -$72.8K 0.07% 102
2025
Q4 		$342K Hold
4,206
– – 0.1% 84
2025
Q3 		$336K Sell
4,206
-1,302
-24% -$99.5K 0.11% 81
2025
Q2 		$398K Sell
5,508
-1,458
-21% -$96K 0.15% 74
2025
Q1 		$431K Hold
6,966
– – 0.17% 63
2024
Q4 		$477K Buy
+6,966
New +$468K 0.18% 59

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

Atlas Wealth's VUG Position: Q1 2026 in Review

Atlas Wealth reduced its Vanguard Growth ETF (VUG) stake by 22% in Q1 2026, selling an estimated $72.8K and leaving 3,270 shares worth $238K. The position accounts for 0.07% of the portfolio, ranked #102.

Atlas Wealth first reported a position in VUG in Q4 2024 and has held it in 6 quarters since. The position peaked at $477K in Q4 2024. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Atlas Wealth held 3,270 shares of Vanguard Growth ETF worth $238K as of Q1 2026.
  • Atlas Wealth sold 936 Vanguard Growth ETF shares in Q1 2026, an estimated $72.8K.
  • Vanguard Growth ETF made up 0.07% of Atlas Wealth's portfolio in Q1 2026, its #102 holding.
  • Atlas Wealth first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Atlas Wealth's Vanguard Growth ETF position peaked at $477K in Q4 2024.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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