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Cassady Wealth & Retirement Planning’s Vanguard Growth ETF VUG Stock Holding History

Cassady Wealth & Retirement Planning’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 		$3.24M Buy
233,898
+202,548
+646% +$15.8M 1.68% 22
2025
Q4 		$2.55M Buy
+31,350
New +$2.54M 1.66% 25

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

Cassady Wealth & Retirement Planning's VUG Position: Q1 2026 in Review

Cassady Wealth & Retirement Planning increased its Vanguard Growth ETF (VUG) stake by 646% in Q1 2026, buying an estimated $15.8M and bringing the position to 233,898 shares worth $3.24M. The position accounts for 1.68% of the portfolio, ranked #22.

Cassady Wealth & Retirement Planning first reported a position in VUG in Q4 2025 and has held it in 2 quarters since. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Cassady Wealth & Retirement Planning held 233,898 shares of Vanguard Growth ETF worth $3.24M as of Q1 2026.
  • Cassady Wealth & Retirement Planning bought 202,548 Vanguard Growth ETF shares in Q1 2026, an estimated $15.8M.
  • Vanguard Growth ETF made up 1.68% of Cassady Wealth & Retirement Planning's portfolio in Q1 2026, its #22 holding.
  • Cassady Wealth & Retirement Planning first reported a position in Vanguard Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q1 2026, filed 18 May 2026.