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Capital Group Private Client Services’s Vanguard Growth ETF VUG Stock Holding History

Capital Group Private Client 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 		$1.61M Buy
22,146
+1,776
+9% +$138K 0.03% 167
2025
Q4 		$1.66M Sell
20,370
-2,886
-12% -$234K 0.03% 181
2025
Q3 		$1.86M Buy
23,256
+5,466
+31% +$418K 0.03% 180
2025
Q2 		$1.3M Buy
17,790
+1,548
+10% +$102K 0.01% 225
2025
Q1 		$1M Sell
16,242
-36
-0.2% -$2.43K 0.01% 231
2024
Q4 		$1.11M Buy
16,278
+3,906
+32% +$262K 0.01% 229
2024
Q3 		$792K Sell
12,372
-210
-2% -$13K 0.01% 231
2024
Q2 		$784K Sell
12,582
-42
-0.3% -$2.45K 0.01% 230
2024
Q1 		$724K Sell
12,624
-24
-0.2% -$1.32K 0.01% 228
2023
Q4 		$655K Sell
12,648
-96
-0.8% -$4.63K 0.01% 226
2023
Q3 		$578K Buy
12,744
+4,464
+54% +$211K 0.01% 217
2023
Q2 		$391K Sell
8,280
-126
-1% -$5.46K ﹤0.01% 220
2023
Q1 		$350K Sell
8,406
-324
-4% -$12.6K ﹤0.01% 224
2022
Q4 		$310K Sell
8,730
-492
-5% -$18.1K ﹤0.01% 223
2022
Q3 		$329K Buy
9,222
+6
+0.1% +$241 ﹤0.01% 219
2022
Q2 		$342K Sell
9,216
-42
-0.5% -$1.73K ﹤0.01% 216
2022
Q1 		$444K Buy
9,258
+3,048
+49% +$144K ﹤0.01% 213
2021
Q4 		$332K Sell
6,210
-3,090
-33% -$161K ﹤0.01% 205
2021
Q3 		$450K Buy
+9,300
New +$463K 0.01% 195

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

Capital Group Private Client Services's VUG Position: Q1 2026 in Review

Capital Group Private Client Services increased its Vanguard Growth ETF (VUG) stake by 8.7% in Q1 2026, buying an estimated $138K and bringing the position to 22,146 shares worth $1.61M. The position accounts for 0.03% of the portfolio, ranked #167.

Capital Group Private Client Services first reported a position in VUG in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.86M in Q3 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Capital Group Private Client Services held 22,146 shares of Vanguard Growth ETF worth $1.61M as of Q1 2026.
  • Capital Group Private Client Services bought 1,776 Vanguard Growth ETF shares in Q1 2026, an estimated $138K.
  • Vanguard Growth ETF made up 0.03% of Capital Group Private Client Services's portfolio in Q1 2026, its #167 holding.
  • Capital Group Private Client Services first reported a position in Vanguard Growth ETF in Q3 2021 and has held it in 19 quarters since.
  • Capital Group Private Client Services's Vanguard Growth ETF position peaked at $1.86M in Q3 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Capital Group Private Client Services's 13F filing for Q1 2026, filed 13 May 2026.