Aviso Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Aviso Wealth Management’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	$1.05M	Sell	14,412 -42	-0.3%	-$3.27K	0.47%	48
2025 Q4	$1.18M	Buy	14,454 +486	+3%	+$39.4K	0.49%	49
2025 Q3	$1.12M	Sell	13,968 -84	-0.6%	-$6.42K	0.49%	51
2025 Q2	$1.03M	Sell	14,052 -1,188	-8%	-$78.2K	0.48%	55
2025 Q1	$942K	Sell	15,240 -972	-6%	-$65.5K	0.5%	55
2024 Q4	$1.11M	Hold	16,212	–	–	0.57%	49
2024 Q3	$1.04M	Hold	16,212	–	–	0.56%	47
2024 Q2	$1.01M	Hold	16,212	–	–	0.6%	43
2024 Q1	$930K	Hold	16,212	–	–	0.59%	44
2023 Q4	$840K	Buy	+16,212	New	+$783K	0.61%	41

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

Aviso Wealth Management's VUG Position: Q1 2026 in Review

Aviso Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.29% in Q1 2026, selling an estimated $3.27K and leaving 14,412 shares worth $1.05M. The position accounts for 0.47% of the portfolio, ranked #48.

Aviso Wealth Management first reported a position in VUG in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.18M in Q4 2025. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Aviso Wealth Management held 14,412 shares of Vanguard Morningstar Growth ETF worth $1.05M as of Q1 2026.
Aviso Wealth Management sold 42 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $3.27K.
Vanguard Morningstar Growth ETF made up 0.47% of Aviso Wealth Management's portfolio in Q1 2026, its #48 holding.
Aviso Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 10 quarters since.
Aviso Wealth Management's Vanguard Morningstar Growth ETF position peaked at $1.18M in Q4 2025.
2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.