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

BAM 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 		– Sell
-2,604
Closed -$212K – 186
2025
Q4 		$212K Sell
2,604
-288
-10% -$23.4K 0.15% 148
2025
Q3 		$231K Buy
+2,892
New +$221K 0.18% 133

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 22.96% 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

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

BAM Wealth Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2026, closing a stake of 2,604 shares — an estimated $212K sold.

BAM Wealth Management first reported a position in VUG in Q3 2025 and held it in 2 quarters. The position peaked at $231K in Q3 2025. 2,724 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • BAM Wealth Management reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2026 after selling out during the quarter.
  • BAM Wealth Management sold 2,604 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $212K.
  • BAM Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2025 and held it in 2 quarters.
  • BAM Wealth Management's Vanguard Morningstar Growth ETF position peaked at $231K in Q3 2025.
  • 2,724 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on BAM Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.