Avant Capital’s Vanguard Growth ETF VUG Stock Holding History

Avant Capital’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	$1.79M	Sell	24,636 -1,842	-7%	-$143K	1.26%	25
2025 Q4	$2.15M	Sell	26,478 -540	-2%	-$43.8K	1.48%	23
2025 Q3	$2.16M	Buy	27,018 +138	+0.5%	+$10.5K	1.52%	23
2025 Q2	$1.96M	Sell	26,880 -462	-2%	-$30.4K	1.52%	23
2025 Q1	$1.69M	Sell	27,342 -18	-0.1%	-$1.21K	1.41%	22
2024 Q4	$1.87M	Buy	+27,360	New	+$1.84M	1.55%	23
2023 Q3	$1.35M	Sell	29,670 -408	-1%	-$19.3K	1.54%	22
2023 Q2	$1.42M	Sell	30,078 -1,128	-4%	-$48.9K	1.57%	22
2023 Q1	$1.3M	Sell	31,206 -672	-2%	-$26.1K	1.5%	22
2022 Q4	$1.13M	Sell	31,878 -1,278	-4%	-$47K	1.39%	22
2022 Q3	$1.18M	Sell	33,156 -648	-2%	-$26K	1.6%	21
2022 Q2	$1.26M	Buy	33,804 +426	+1%	+$17.5K	1.62%	21
2022 Q1	$1.6M	Sell	33,378 -714	-2%	-$33.8K	1.79%	20
2021 Q4	$1.82M	Buy	+34,092	New	+$1.78M	2%	19

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

Avant Capital's VUG Position: Q1 2026 in Review

Avant Capital reduced its Vanguard Growth ETF (VUG) stake by 7% in Q1 2026, selling an estimated $143K and leaving 24,636 shares worth $1.79M. The position accounts for 1.26% of the portfolio, ranked #25.

Avant Capital first reported a position in VUG in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.16M in Q3 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Avant Capital held 24,636 shares of Vanguard Growth ETF worth $1.79M as of Q1 2026.
Avant Capital sold 1,842 Vanguard Growth ETF shares in Q1 2026, an estimated $143K.
Vanguard Growth ETF made up 1.26% of Avant Capital's portfolio in Q1 2026, its #25 holding.
Avant Capital first reported a position in Vanguard Growth ETF in Q4 2021 and has held it in 14 quarters since.
Avant Capital's Vanguard Growth ETF position peaked at $2.16M in Q3 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Avant Capital's 13F filing for Q1 2026, filed 12 May 2026.