Bradley Foster & Sargent’s Vanguard Growth ETF VUG Stock Holding History

Bradley Foster & Sargent’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	$631K	Sell	8,664 -300	-3%	-$23.3K	0.01%	358
2025 Q4	$729K	Sell	8,964 -30	-0.3%	-$2.44K	0.01%	331
2025 Q3	$719K	Buy	8,994 +450	+5%	+$34.4K	0.01%	331
2025 Q2	$624K	Buy	8,544 +1,338	+19%	+$88.1K	0.01%	356
2025 Q1	$445K	Sell	7,206 -84	-1%	-$5.66K	0.01%	354
2024 Q4	$499K	Buy	7,290 +282	+4%	+$18.9K	0.01%	355
2024 Q3	$448K	Buy	7,008 +48	+0.7%	+$2.98K	0.01%	369
2024 Q2	$434K	Buy	6,960 +1,980	+40%	+$115K	0.01%	366
2024 Q1	$286K	Buy	4,980 +186	+4%	+$10.2K	0.01%	399
2023 Q4	$248K	Hold	4,794	–	–	﹤0.01%	405
2023 Q3	$226K	Hold	4,794	–	–	﹤0.01%	417
2023 Q2	$226K	Buy	+4,794	New	+$208K	﹤0.01%	417
2022 Q2	–	Sell	-4,794	Closed	-$230K	–	469
2022 Q1	$230K	Hold	4,794	–	–	﹤0.01%	438
2021 Q4	$256K	Hold	4,794	–	–	0.01%	408
2021 Q3	$232K	Hold	4,794	–	–	0.01%	389
2021 Q2	$229K	Hold	4,794	–	–	0.01%	380
2021 Q1	$205K	Buy	+4,794	New	+$205K	0.01%	366

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 Foster & Sargent's VUG Position: Q1 2026 in Review

Bradley Foster & Sargent reduced its Vanguard Growth ETF (VUG) stake by 3.3% in Q1 2026, selling an estimated $23.3K and leaving 8,664 shares worth $631K. The position accounts for 0.01% of the portfolio, ranked #358.

Bradley Foster & Sargent first reported a position in VUG in Q1 2021 and has held it in 17 quarters since. The position peaked at $729K in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Bradley Foster & Sargent held 8,664 shares of Vanguard Growth ETF worth $631K as of Q1 2026.
Bradley Foster & Sargent sold 300 Vanguard Growth ETF shares in Q1 2026, an estimated $23.3K.
Vanguard Growth ETF made up 0.01% of Bradley Foster & Sargent's portfolio in Q1 2026, its #358 holding.
Bradley Foster & Sargent first reported a position in Vanguard Growth ETF in Q1 2021 and has held it in 17 quarters since.
Bradley Foster & Sargent's Vanguard Growth ETF position peaked at $729K in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Bradley Foster & Sargent's 13F filing for Q1 2026, filed 15 May 2026.