BridgePort Financial Solutions’s Vanguard Growth ETF VUG Stock Holding History

BridgePort Financial Solutions’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	$4.86M	Buy	66,828 +6,294	+10%	+$490K	1.38%	15
2025 Q4	$4.92M	Sell	60,534 -342	-0.6%	-$27.8K	1.32%	17
2025 Q3	$4.87M	Sell	60,876 -2,070	-3%	-$158K	1.31%	16
2025 Q2	$4.6M	Buy	62,946 +1,440	+2%	+$94.8K	1.53%	15
2025 Q1	$3.8M	Buy	61,506 +1,608	+3%	+$108K	1.71%	11
2024 Q4	$3.98M	Buy	+59,898	New	+$4.02M	1.8%	10

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

BridgePort Financial Solutions's VUG Position: Q1 2026 in Review

BridgePort Financial Solutions increased its Vanguard Growth ETF (VUG) stake by 10% in Q1 2026, buying an estimated $490K and bringing the position to 66,828 shares worth $4.86M. The position accounts for 1.38% of the portfolio, ranked #15.

BridgePort Financial Solutions first reported a position in VUG in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.92M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

BridgePort Financial Solutions held 66,828 shares of Vanguard Growth ETF worth $4.86M as of Q1 2026.
BridgePort Financial Solutions bought 6,294 Vanguard Growth ETF shares in Q1 2026, an estimated $490K.
Vanguard Growth ETF made up 1.38% of BridgePort Financial Solutions's portfolio in Q1 2026, its #15 holding.
BridgePort Financial Solutions first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 6 quarters since.
BridgePort Financial Solutions's Vanguard Growth ETF position peaked at $4.92M in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.