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Birnam Oak Advisors’s Vanguard Growth ETF VUG Stock Holding History

Birnam Oak 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 		$1.97M Hold
162,600
– – 0.45% 22
2025
Q4 		$13.2M Hold
162,600
– – 2.96% 13
2025
Q3 		$13M Hold
162,600
– – 2.99% 13
2025
Q2 		$11.9M Hold
162,600
– – 3.51% 10
2025
Q1 		$10M Hold
162,600
– – 1.82% 9
2024
Q4 		$11.1M Buy
+162,600
New +$10.9M 5.4% 8

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

Birnam Oak Advisors's VUG Position: Q1 2026 in Review

Birnam Oak Advisors held its Vanguard Growth ETF (VUG) position steady in Q1 2026 at 162,600 shares worth $1.97M. The position accounts for 0.45% of the portfolio, ranked #22.

Birnam Oak Advisors first reported a position in VUG in Q4 2024 and has held it in 6 quarters since. The position peaked at $13.2M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Birnam Oak Advisors held 162,600 shares of Vanguard Growth ETF worth $1.97M as of Q1 2026.
  • Birnam Oak Advisors left its Vanguard Growth ETF share count unchanged in Q1 2026.
  • Vanguard Growth ETF made up 0.45% of Birnam Oak Advisors's portfolio in Q1 2026, its #22 holding.
  • Birnam Oak Advisors first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Birnam Oak Advisors's Vanguard Growth ETF position peaked at $13.2M in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Birnam Oak Advisors's 13F filing for Q1 2026, filed 12 May 2026.