Campbell Deegan Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Campbell Deegan Wealth Management’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	$7.11M	Sell	97,674 -1,530	-2%	-$119K	5.69%	5
2025 Q4	$8.07M	Sell	99,204 -2,208	-2%	-$179K	6.51%	5
2025 Q3	$8.11M	Sell	101,412 -18	-0%	-$1.38K	7.24%	5
2025 Q2	$7.41M	Buy	101,430 +5,142	+5%	+$339K	7.3%	5
2025 Q1	$5.95M	Sell	96,288 -2,022	-2%	-$136K	6.85%	5
2024 Q4	$6.73M	Buy	+98,310	New	+$6.6M	8.08%	4

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

Campbell Deegan Wealth Management's VUG Position: Q1 2026 in Review

Campbell Deegan Wealth Management reduced its Vanguard Growth ETF (VUG) stake by 1.5% in Q1 2026, selling an estimated $119K and leaving 97,674 shares worth $7.11M. The position accounts for 5.69% of the portfolio, ranked #5.

Campbell Deegan Wealth Management first reported a position in VUG in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.11M in Q3 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Campbell Deegan Wealth Management held 97,674 shares of Vanguard Growth ETF worth $7.11M as of Q1 2026.
Campbell Deegan Wealth Management sold 1,530 Vanguard Growth ETF shares in Q1 2026, an estimated $119K.
Vanguard Growth ETF made up 5.69% of Campbell Deegan Wealth Management's portfolio in Q1 2026, its #5 holding.
Campbell Deegan Wealth Management first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 6 quarters since.
Campbell Deegan Wealth Management's Vanguard Growth ETF position peaked at $8.11M in Q3 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Campbell Deegan Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.