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Birchcreek Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Birchcreek 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 		$4.24M Sell
58,188
-78
-0.1% -$6.07K 2.04% 11
2025
Q4 		$4.74M Sell
58,266
-324
-0.6% -$26.3K 2.33% 9
2025
Q3 		$4.68M Buy
58,590
+186
+0.3% +$14.2K 2.42% 8
2025
Q2 		$4.27M Buy
58,404
+1,086
+2% +$71.5K 2.42% 7
2025
Q1 		$3.54M Buy
57,318
+4,932
+9% +$333K 2.24% 9
2024
Q4 		$3.58M Buy
52,386
+528
+1% +$35.5K 2.25% 9
2024
Q3 		$3.32M Sell
51,858
-13,842
-21% -$858K 2.17% 11
2024
Q2 		$4.1M Sell
65,700
-14,262
-18% -$832K 2.31% 9
2024
Q1 		$4.59M Sell
79,962
-726
-0.9% -$39.9K 2.41% 8
2023
Q4 		$4.18M Sell
80,688
-462
-0.6% -$22.3K 2.5% 9
2023
Q3 		$3.68M Buy
81,150
+1,752
+2% +$82.7K 2.5% 9
2023
Q2 		$3.74M Buy
79,398
+4,962
+7% +$215K 2.61% 8
2023
Q1 		$3.09M Sell
74,436
-3,750
-5% -$146K 2.45% 10
2022
Q4 		$2.78M Buy
78,186
+8,214
+12% +$302K 2.47% 11
2022
Q3 		$2.5M Buy
69,972
+7,848
+13% +$315K 2.31% 11
2022
Q2 		$2.31M Buy
62,124
+7,944
+15% +$326K 2.07% 14
2022
Q1 		$2.6M Buy
54,180
+6,636
+14% +$314K 2.3% 12
2021
Q4 		$2.54M Buy
47,544
+1,356
+3% +$70.6K 2.22% 11
2021
Q3 		$2.23M Buy
46,188
+1,092
+2% +$54.3K 2.08% 11
2021
Q2 		$2.16M Sell
45,096
-732
-2% -$33.2K 2.08% 12
2021
Q1 		$1.96M Sell
45,828
-7,146
-13% -$306K 2.08% 12
2020
Q4 		$2.24M Buy
+52,974
New +$2.11M 2.19% 10

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

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

Birchcreek Wealth Management reduced its Vanguard Growth ETF (VUG) stake by 0.13% in Q1 2026, selling an estimated $6.07K and leaving 58,188 shares worth $4.24M. The position accounts for 2.04% of the portfolio, ranked #11.

Birchcreek Wealth Management first reported a position in VUG in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.74M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Birchcreek Wealth Management held 58,188 shares of Vanguard Growth ETF worth $4.24M as of Q1 2026.
  • Birchcreek Wealth Management sold 78 Vanguard Growth ETF shares in Q1 2026, an estimated $6.07K.
  • Vanguard Growth ETF made up 2.04% of Birchcreek Wealth Management's portfolio in Q1 2026, its #11 holding.
  • Birchcreek Wealth Management first reported a position in Vanguard Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Birchcreek Wealth Management's Vanguard Growth ETF position peaked at $4.74M in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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