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Ausdal Financial Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Ausdal Financial Partners’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 		$18.2M Buy
249,576
+13,734
+6% +$1.07M 0.81% 21
2025
Q4 		$19.2M Sell
235,842
-6,588
-3% -$535K 0.89% 17
2025
Q3 		$19.4M Buy
242,430
+26,184
+12% +$2M 0.94% 17
2025
Q2 		$15.8M Buy
216,246
+6,132
+3% +$404K 1.05% 17
2025
Q1 		$13M Buy
210,114
+100,104
+91% +$6.75M 0.98% 17
2024
Q4 		$7.53M Buy
110,010
+468
+0.4% +$31.4K 0.65% 35
2024
Q3 		$7.01M Sell
109,542
-2,880
-3% -$179K 0.73% 26
2024
Q2 		$7.01M Buy
112,422
+228
+0.2% +$13.3K 0.75% 22
2024
Q1 		$6.44M Buy
112,194
+7,236
+7% +$398K 0.75% 24
2023
Q4 		$5.44M Sell
104,958
-648
-0.6% -$31.3K 0.67% 27
2023
Q3 		$4.79M Buy
105,606
+5,634
+6% +$266K 0.66% 30
2023
Q2 		$4.71M Buy
99,972
+3,150
+3% +$137K 0.64% 28
2023
Q1 		$4.03M Sell
96,822
-156
-0.2% -$6.07K 0.55% 33
2022
Q4 		$3.44M Buy
96,978
+1,434
+2% +$52.8K 0.5% 41
2022
Q3 		$3.41M Sell
95,544
-306
-0.3% -$12.3K 0.54% 39
2022
Q2 		$3.56M Buy
95,850
+1,902
+2% +$78.1K 0.54% 47
2022
Q1 		$4.5M Sell
93,948
-1,152
-1% -$54.5K 0.61% 33
2021
Q4 		$5.09M Buy
95,100
+11,988
+14% +$625K 0.68% 27
2021
Q3 		$4.02M Buy
83,112
+1,158
+1% +$57.6K 0.6% 31
2021
Q2 		$3.92M Buy
81,954
+15,456
+23% +$702K 0.59% 39
2021
Q1 		$2.85M Buy
66,498
+15,042
+29% +$644K 0.48% 55
2020
Q4 		$2.17M Buy
51,456
+9,600
+23% +$383K 0.42% 66
2020
Q3 		$1.59M Buy
41,856
+18,126
+76% +$669K 0.38% 75
2020
Q2 		$799K Buy
23,730
+8,280
+54% +$255K 0.26% 106
2020
Q1 		$447K Sell
15,450
-4,758
-24% -$143K 0.16% 150
2019
Q4 		$642K Buy
20,208
+114
+0.6% +$3.29K 0.19% 135
2019
Q3 		$557K Sell
20,094
-228
-1% -$6.33K 0.2% 134
2019
Q2 		$573K Buy
20,322
+1,128
+6% +$30.1K 0.22% 123
2019
Q1 		$500K Buy
19,194
+4,944
+35% +$122K 0.2% 130
2018
Q4 		$319K Sell
14,250
-32,388
-69% -$785K 0.16% 161
2018
Q3 		$1.25M Sell
46,638
-18,624
-29% -$487K 0.35% 79
2018
Q2 		$1.63M Sell
65,262
-414
-0.6% -$10.2K 0.5% 38
2018
Q1 		$1.55M Buy
65,676
+2,292
+4% +$55.9K 0.54% 42
2017
Q4 		$1.49M Buy
63,384
+4,422
+7% +$102K 0.53% 42
2017
Q3 		$1.3M Buy
58,962
+12
+0% +$261 0.52% 46
2017
Q2 		$1.25M Sell
58,950
-42,990
-42% -$900K 0.53% 48
2017
Q1 		$2.07M Sell
101,940
-696
-0.7% -$13.7K 0.93% 17
2016
Q4 		$1.91M Buy
102,636
+4,218
+4% +$78K 0.89% 20
2016
Q3 		$1.84M Buy
98,418
+2,418
+3% +$45K 0.93% 20
2016
Q2 		$1.72M Buy
96,000
+2,484
+3% +$44.2K 0.88% 23
2016
Q1 		$1.66M Buy
93,516
+16,338
+21% +$274K 0.94% 20
2015
Q4 		$1.37M Buy
+77,178
New +$1.38M 0.69% 19

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 $424B AUM 22.94% 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

Ausdal Financial Partners's VUG Position: Q1 2026 in Review

Ausdal Financial Partners increased its Vanguard Morningstar Growth ETF (VUG) stake by 5.8% in Q1 2026, buying an estimated $1.07M and bringing the position to 249,576 shares worth $18.2M. The position accounts for 0.81% of the portfolio, ranked #21.

Ausdal Financial Partners first reported a position in VUG in Q4 2015 and has held it in 42 quarters since. The position peaked at $19.4M in Q3 2025. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Ausdal Financial Partners held 249,576 shares of Vanguard Morningstar Growth ETF worth $18.2M as of Q1 2026.
  • Ausdal Financial Partners bought 13,734 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $1.07M.
  • Vanguard Morningstar Growth ETF made up 0.81% of Ausdal Financial Partners's portfolio in Q1 2026, its #21 holding.
  • Ausdal Financial Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2015 and has held it in 42 quarters since.
  • Ausdal Financial Partners's Vanguard Morningstar Growth ETF position peaked at $19.4M in Q3 2025.
  • 2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.