Capital Insight Partners’s Vanguard Growth ETF VUG Stock Holding History

Capital Insight Partners’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	–	Sell	-4,038	Closed	-$328K	–	118
2025 Q4	$328K	Buy	+4,038	New	+$328K	0.07%	118
2022 Q1	–	Sell	-4,158	Closed	-$222K	–	169
2021 Q4	$222K	Sell	4,158 -420	-9%	-$21.9K	0.05%	145
2021 Q3	$221K	Buy	+4,578	New	+$228K	0.05%	147

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

Capital Insight Partners's VUG Position: Q1 2026 in Review

Capital Insight Partners sold out of Vanguard Growth ETF (VUG) in Q1 2026, closing a stake of 4,038 shares — an estimated $328K sold.

Capital Insight Partners first reported a position in VUG in Q3 2021 and held it in 3 quarters. The position peaked at $328K in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Capital Insight Partners reported no remaining Vanguard Growth ETF position as of Q1 2026 after selling out during the quarter.
Capital Insight Partners sold 4,038 Vanguard Growth ETF shares in Q1 2026, an estimated $328K.
Capital Insight Partners first reported a position in Vanguard Growth ETF in Q3 2021 and held it in 3 quarters.
Capital Insight Partners's Vanguard Growth ETF position peaked at $328K in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Capital Insight Partners's 13F filing for Q1 2026.