Bradley & Co Private Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Bradley & Co Private 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	$124K	Hold	1,704	–	–	0.07%	65
2025 Q4	$139K	Hold	1,704	–	–	0.07%	68
2025 Q3	$136K	Hold	1,704	–	–	0.08%	56
2025 Q2	$125K	Hold	1,704	–	–	0.08%	54
2025 Q1	$105K	Hold	1,704	–	–	0.07%	56
2024 Q4	$117K	Buy	+1,704	New	+$114K	0.07%	51
2024 Q2	$106K	Hold	1,704	–	–	0.08%	47
2024 Q1	$97.8K	Hold	1,704	–	–	0.08%	48
2023 Q4	$88.3K	Hold	1,704	–	–	0.08%	43
2023 Q3	$77.3K	Hold	1,704	–	–	0.08%	43
2023 Q2	$80.4K	Hold	1,704	–	–	0.08%	45
2023 Q1	$70.8K	Hold	1,704	–	–	0.08%	44
2022 Q4	$60.5K	Hold	1,704	–	–	0.07%	54
2022 Q3	$61K	Hold	1,704	–	–	0.07%	61
2022 Q2	$63K	Hold	1,704	–	–	0.07%	78
2022 Q1	$82K	Hold	1,704	–	–	0.07%	72
2021 Q4	$91K	Hold	1,704	–	–	0.07%	73
2021 Q3	$82K	Hold	1,704	–	–	0.07%	73
2021 Q2	$81K	Hold	1,704	–	–	0.07%	77
2021 Q1	$73K	Buy	+1,704	New	+$72.9K	0.07%	83

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

Bradley & Co Private Wealth Management's VUG Position: Q1 2026 in Review

Bradley & Co Private Wealth Management held its Vanguard Growth ETF (VUG) position steady in Q1 2026 at 1,704 shares worth $124K. The position accounts for 0.07% of the portfolio, ranked #65.

Bradley & Co Private Wealth Management first reported a position in VUG in Q1 2021 and has held it in 20 quarters since. The position peaked at $139K in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Bradley & Co Private Wealth Management held 1,704 shares of Vanguard Growth ETF worth $124K as of Q1 2026.
Bradley & Co Private Wealth Management left its Vanguard Growth ETF share count unchanged in Q1 2026.
Vanguard Growth ETF made up 0.07% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #65 holding.
Bradley & Co Private Wealth Management first reported a position in Vanguard Growth ETF in Q1 2021 and has held it in 20 quarters since.
Bradley & Co Private Wealth Management's Vanguard Growth ETF position peaked at $139K in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.