CJ
VUG icon

Caitlin John’s Vanguard Growth ETF VUG Stock Holding History

Caitlin John’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 		$134K Sell
1,836
-138
-7% -$10.7K 0.08% 207
2025
Q4 		$161K Sell
1,974
-102
-5% -$8.28K 0.11% 201
2025
Q3 		$166K Buy
+2,076
New +$159K 0.12% 145
2025
Q1 		– Sell
-1,962
Closed -$134K – 795
2024
Q4 		$134K Buy
1,962
+156
+9% +$10.5K 0.09% 157
2024
Q3 		$123K Buy
1,806
+168
+10% +$10.4K 0.08% 164
2024
Q2 		$102K Hold
1,638
– – 0.07% 167
2024
Q1 		$94K Sell
1,638
-108
-6% -$5.94K 0.07% 169
2023
Q4 		$90.5K Buy
+1,746
New +$84.3K 0.07% 148

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

Caitlin John's VUG Position: Q1 2026 in Review

Caitlin John reduced its Vanguard Growth ETF (VUG) stake by 7% in Q1 2026, selling an estimated $10.7K and leaving 1,836 shares worth $134K. The position accounts for 0.08% of the portfolio, ranked #207.

Caitlin John first reported a position in VUG in Q4 2023 and has held it in 8 quarters since. The position peaked at $166K in Q3 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Caitlin John held 1,836 shares of Vanguard Growth ETF worth $134K as of Q1 2026.
  • Caitlin John sold 138 Vanguard Growth ETF shares in Q1 2026, an estimated $10.7K.
  • Vanguard Growth ETF made up 0.08% of Caitlin John's portfolio in Q1 2026, its #207 holding.
  • Caitlin John first reported a position in Vanguard Growth ETF in Q4 2023 and has held it in 8 quarters since.
  • Caitlin John's Vanguard Growth ETF position peaked at $166K in Q3 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.