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C.M. Bidwell & Associates’s Vanguard Growth ETF VUG Stock Holding History

C.M. Bidwell & Associates’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 		$153K Hold
2,106
– – 0.07% 154
2025
Q4 		$171K Hold
2,106
– – 0.08% 149
2025
Q3 		$168K Hold
2,106
– – 0.08% 146
2025
Q2 		$154K Hold
2,106
– – 0.08% 145
2025
Q1 		$130K Hold
2,106
– – 0.08% 153
2024
Q4 		$144K Hold
2,106
– – 0.09% 150
2024
Q3 		$135K Hold
2,106
– – 0.08% 153
2024
Q2 		$131K Hold
2,106
– – 0.09% 157
2024
Q1 		$121K Hold
2,106
– – 0.08% 158
2023
Q4 		$109K Hold
2,106
– – 0.08% 152
2023
Q3 		$95.6K Hold
2,106
– – 0.07% 240
2023
Q2 		$99.3K Hold
2,106
– – 0.07% 241
2023
Q1 		$87.6K Hold
2,106
– – 0.07% 248
2022
Q4 		$74.8K Hold
2,106
– – 0.06% 252
2022
Q3 		$75K Hold
2,106
– – 0.06% 252
2022
Q2 		$78K Hold
2,106
– – 0.06% 251
2022
Q1 		$101K Hold
2,106
– – 0.07% 237
2021
Q4 		$113K Hold
2,106
– – 0.07% 233
2021
Q3 		$102K Hold
2,106
– – 0.07% 239
2021
Q2 		$101K Hold
2,106
– – 0.07% 244
2021
Q1 		$90K Hold
2,106
– – 0.07% 246
2020
Q4 		$89K Buy
+2,106
New +$84.1K 0.07% 247

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

C.M. Bidwell & Associates's VUG Position: Q1 2026 in Review

C.M. Bidwell & Associates held its Vanguard Growth ETF (VUG) position steady in Q1 2026 at 2,106 shares worth $153K. The position accounts for 0.07% of the portfolio, ranked #154.

C.M. Bidwell & Associates first reported a position in VUG in Q4 2020 and has held it in 22 quarters since. The position peaked at $171K in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • C.M. Bidwell & Associates held 2,106 shares of Vanguard Growth ETF worth $153K as of Q1 2026.
  • C.M. Bidwell & Associates left its Vanguard Growth ETF share count unchanged in Q1 2026.
  • Vanguard Growth ETF made up 0.07% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #154 holding.
  • C.M. Bidwell & Associates first reported a position in Vanguard Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • C.M. Bidwell & Associates's Vanguard Growth ETF position peaked at $171K in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.