Bridgewealth Advisory Group’s Vanguard Growth ETF VUG Stock Holding History

Bridgewealth Advisory Group’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	$1.06M	Sell	14,610 -672	-4%	-$52.3K	0.22%	53
2025 Q4	$1.24M	Sell	15,282 -1,476	-9%	-$120K	0.27%	53
2025 Q3	$1.34M	Sell	16,758 -1,428	-8%	-$109K	0.31%	48
2025 Q2	$1.33M	Buy	18,186 +6,480	+55%	+$427K	0.34%	45
2025 Q1	$723K	Sell	11,706 -3,276	-22%	-$221K	0.95%	31
2024 Q4	$1.07M	Hold	14,982	–	–	0.3%	45
2024 Q3	$959K	Sell	14,982 -774	-5%	-$48K	0.35%	40
2024 Q2	$982K	Buy	15,756 +336	+2%	+$19.6K	0.44%	36
2024 Q1	$885K	Sell	15,420 -7,104	-32%	-$391K	0.43%	38
2023 Q4	$1.17M	Buy	22,524 +4,650	+26%	+$224K	0.89%	27
2023 Q3	$811K	Buy	+17,874	New	+$844K	1%	22

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

Bridgewealth Advisory Group's VUG Position: Q1 2026 in Review

Bridgewealth Advisory Group reduced its Vanguard Growth ETF (VUG) stake by 4.4% in Q1 2026, selling an estimated $52.3K and leaving 14,610 shares worth $1.06M. The position accounts for 0.22% of the portfolio, ranked #53.

Bridgewealth Advisory Group first reported a position in VUG in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.34M in Q3 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Bridgewealth Advisory Group held 14,610 shares of Vanguard Growth ETF worth $1.06M as of Q1 2026.
Bridgewealth Advisory Group sold 672 Vanguard Growth ETF shares in Q1 2026, an estimated $52.3K.
Vanguard Growth ETF made up 0.22% of Bridgewealth Advisory Group's portfolio in Q1 2026, its #53 holding.
Bridgewealth Advisory Group first reported a position in Vanguard Growth ETF in Q3 2023 and has held it in 11 quarters since.
Bridgewealth Advisory Group's Vanguard Growth ETF position peaked at $1.34M in Q3 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.