Battery Global Advisors’s Vanguard Growth ETF VUG Stock Holding History

Battery Global Advisors’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	$5.35M	Sell	73,446 -1,333,242	-95%	-$104M	2.87%	9
2025 Q4	$12.6M	Buy	1,406,688 +1,333,242	+1,815%	+$108M	5.84%	6
2025 Q3	$5.88M	Hold	73,446	–	–	2.76%	9
2025 Q2	$5.37M	Hold	73,446	–	–	2.65%	9
2025 Q1	$4.54M	Hold	73,446	–	–	2.53%	9
2024 Q4	$5.02M	Hold	73,446	–	–	2.69%	9
2024 Q3	$4.7M	Hold	73,446	–	–	2.55%	9
2024 Q2	$4.58M	Hold	73,446	–	–	3.03%	9
2024 Q1	$4.21M	Buy	73,446 +18,000	+32%	+$990K	3.42%	8
2023 Q4	$2.87M	Buy	+55,446	New	+$2.68M	2.2%	9

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

Battery Global Advisors's VUG Position: Q1 2026 in Review

Battery Global Advisors reduced its Vanguard Growth ETF (VUG) stake by 95% in Q1 2026, selling an estimated $104M and leaving 73,446 shares worth $5.35M. The position accounts for 2.87% of the portfolio, ranked #9.

Battery Global Advisors first reported a position in VUG in Q4 2023 and has held it in 10 quarters since. The position peaked at $12.6M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Battery Global Advisors held 73,446 shares of Vanguard Growth ETF worth $5.35M as of Q1 2026.
Battery Global Advisors sold 1,333,242 Vanguard Growth ETF shares in Q1 2026, an estimated $104M.
Vanguard Growth ETF made up 2.87% of Battery Global Advisors's portfolio in Q1 2026, its #9 holding.
Battery Global Advisors first reported a position in Vanguard Growth ETF in Q4 2023 and has held it in 10 quarters since.
Battery Global Advisors's Vanguard Growth ETF position peaked at $12.6M in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Battery Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.