CCG Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

CCG 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	$582K	Buy	+7,986	New	+$621K	0.16%	78
2023 Q3	–	Sell	-8,190	Closed	-$386K	–	70
2023 Q2	$386K	Buy	8,190 +12	+0.1%	+$520	0.24%	41
2023 Q1	$340K	Buy	+8,178	New	+$318K	0.22%	43

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

CCG Wealth Management's VUG Position: Q1 2026 in Review

CCG Wealth Management opened a new position in Vanguard Growth ETF (VUG) in Q1 2026: 7,986 shares worth $582K. The stake represents 0.16% of the portfolio and ranks #78 among its holdings. This is a return to the name: CCG Wealth Management previously reported a position in VUG as recently as Q2 2023.

CCG Wealth Management first reported a position in VUG in Q1 2023 and has held it in 3 quarters since. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

CCG Wealth Management held 7,986 shares of Vanguard Growth ETF worth $582K as of Q1 2026.
Vanguard Growth ETF was a new CCG Wealth Management position in Q1 2026.
Vanguard Growth ETF made up 0.16% of CCG Wealth Management's portfolio in Q1 2026, its #78 holding.
CCG Wealth Management first reported a position in Vanguard Growth ETF in Q1 2023 and has held it in 3 quarters since.
2,722 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on CCG Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.