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BIP Wealth’s Vanguard Growth ETF VUG Stock Holding History

BIP Wealth’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 		$20.2M Buy
278,094
+12,510
+5% +$973K 0.82% 23
2025
Q4 		$21.6M Buy
265,584
+22,236
+9% +$1.8M 0.76% 30
2025
Q3 		$19.5M Buy
243,348
+16,188
+7% +$1.24M 0.96% 23
2025
Q2 		$16.6M Buy
227,160
+75,678
+50% +$4.98M 1.02% 16
2025
Q1 		$9.36M Buy
151,482
+81,468
+116% +$5.49M 0.61% 27
2024
Q4 		$4.79M Buy
70,014
+7,506
+12% +$504K 0.32% 42
2024
Q3 		$4M Buy
62,508
+4,920
+9% +$305K 0.27% 42
2024
Q2 		$3.59M Buy
57,588
+342
+0.6% +$19.9K 0.29% 41
2024
Q1 		$3.28M Buy
57,246
+318
+0.6% +$17.5K 0.24% 47
2023
Q4 		$2.95M Buy
56,928
+384
+0.7% +$18.5K 0.23% 46
2023
Q3 		$2.57M Sell
56,544
-144
-0.3% -$6.8K 0.24% 44
2023
Q2 		$2.67M Sell
56,688
-3,624
-6% -$157K 0.22% 48
2023
Q1 		$2.51M Buy
+60,312
New +$2.35M 0.28% 55

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 $374B AUM 17.66% 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

BIP Wealth's VUG Position: Q1 2026 in Review

BIP Wealth increased its Vanguard Growth ETF (VUG) stake by 4.7% in Q1 2026, buying an estimated $973K and bringing the position to 278,094 shares worth $20.2M. The position accounts for 0.82% of the portfolio, ranked #23.

BIP Wealth first reported a position in VUG in Q1 2023 and has held it in 13 quarters since. The position peaked at $21.6M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • BIP Wealth held 278,094 shares of Vanguard Growth ETF worth $20.2M as of Q1 2026.
  • BIP Wealth bought 12,510 Vanguard Growth ETF shares in Q1 2026, an estimated $973K.
  • Vanguard Growth ETF made up 0.82% of BIP Wealth's portfolio in Q1 2026, its #23 holding.
  • BIP Wealth first reported a position in Vanguard Growth ETF in Q1 2023 and has held it in 13 quarters since.
  • BIP Wealth's Vanguard Growth ETF position peaked at $21.6M in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.