Autumn Glory Partners’s Vanguard Growth ETF VUG Stock Holding History

Autumn Glory 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	$2.97M	Sell	40,866 -39,396	-49%	-$3.06M	1.09%	21
2025 Q4	$6.53M	Buy	80,262 +74,964	+1,415%	+$6.08M	2.29%	8
2025 Q3	$423K	Buy	5,298 +1,980	+60%	+$151K	0.17%	124
2025 Q2	$242K	Buy	+3,318	New	+$218K	0.11%	164
2025 Q1	–	Sell	-3,000	Closed	-$205K	–	192
2024 Q4	$205K	Buy	+3,000	New	+$202K	0.1%	167
2022 Q4	–	Sell	-11,418	Closed	-$407K	–	170
2022 Q3	$407K	Hold	11,418	–	–	0.27%	90
2022 Q2	$424K	Buy	11,418 +120	+1%	+$4.93K	0.31%	80
2022 Q1	$542K	Hold	11,298	–	–	0.31%	95
2021 Q4	$604K	Buy	+11,298	New	+$589K	0.25%	96

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

Autumn Glory Partners's VUG Position: Q1 2026 in Review

Autumn Glory Partners reduced its Vanguard Growth ETF (VUG) stake by 49% in Q1 2026, selling an estimated $3.06M and leaving 40,866 shares worth $2.97M. The position accounts for 1.09% of the portfolio, ranked #21.

Autumn Glory Partners first reported a position in VUG in Q4 2021 and has held it in 9 quarters since. The position peaked at $6.53M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Autumn Glory Partners held 40,866 shares of Vanguard Growth ETF worth $2.97M as of Q1 2026.
Autumn Glory Partners sold 39,396 Vanguard Growth ETF shares in Q1 2026, an estimated $3.06M.
Vanguard Growth ETF made up 1.09% of Autumn Glory Partners's portfolio in Q1 2026, its #21 holding.
Autumn Glory Partners first reported a position in Vanguard Growth ETF in Q4 2021 and has held it in 9 quarters since.
Autumn Glory Partners's Vanguard Growth ETF position peaked at $6.53M in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Autumn Glory Partners's 13F filing for Q1 2026, filed 4 May 2026.