Cannon Wealth Management Services’s Vanguard Growth ETF VUG Stock Holding History

Cannon Wealth Management Services’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	$249K	Sell	3,426 -888	-21%	-$69.1K	0.17%	76
2025 Q4	$351K	Sell	4,314 -18	-0.4%	-$1.46K	0.25%	61
2025 Q3	$346K	Hold	4,332	–	–	0.26%	60
2025 Q2	$316K	Hold	4,332	–	–	0.26%	59
2025 Q1	$278K	Hold	4,332	–	–	0.25%	60
2024 Q4	$299K	Sell	4,332 -1,062	-20%	-$71.3K	0.26%	58
2024 Q3	$345K	Buy	+5,394	New	+$334K	0.32%	54

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

Cannon Wealth Management Services's VUG Position: Q1 2026 in Review

Cannon Wealth Management Services reduced its Vanguard Growth ETF (VUG) stake by 21% in Q1 2026, selling an estimated $69.1K and leaving 3,426 shares worth $249K. The position accounts for 0.17% of the portfolio, ranked #76.

Cannon Wealth Management Services first reported a position in VUG in Q3 2024 and has held it in 7 quarters since. The position peaked at $351K in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Cannon Wealth Management Services held 3,426 shares of Vanguard Growth ETF worth $249K as of Q1 2026.
Cannon Wealth Management Services sold 888 Vanguard Growth ETF shares in Q1 2026, an estimated $69.1K.
Vanguard Growth ETF made up 0.17% of Cannon Wealth Management Services's portfolio in Q1 2026, its #76 holding.
Cannon Wealth Management Services first reported a position in Vanguard Growth ETF in Q3 2024 and has held it in 7 quarters since.
Cannon Wealth Management Services's Vanguard Growth ETF position peaked at $351K in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Cannon Wealth Management Services's 13F filing for Q1 2026, filed 5 May 2026.