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Center For Asset Management’s Vanguard Growth ETF VUG Stock Holding History

Center For Asset 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 		$577K Sell
7,920
-36
-0.5% -$2.8K 0.29% 76
2025
Q4 		$647K Buy
7,956
+54
+0.7% +$4.38K 0.34% 70
2025
Q3 		$632K Sell
7,902
-1,260
-14% -$96.3K 0.34% 67
2025
Q2 		$632K Buy
9,162
+1,200
+15% +$79K 0.39% 56
2025
Q1 		$492K Sell
7,962
-1,452
-15% -$97.9K 0.3% 73
2024
Q4 		$644K Sell
9,414
-324
-3% -$21.8K 0.42% 52
2024
Q3 		$623K Buy
9,738
+120
+1% +$7.44K 0.37% 57
2024
Q2 		$600K Buy
9,618
+6
+0.1% +$350 0.4% 56
2024
Q1 		$551K Sell
9,612
-978
-9% -$53.8K 0.45% 50
2023
Q4 		$549K Sell
10,590
-2,250
-18% -$109K 0.5% 44
2023
Q3 		$583K Sell
12,840
-558
-4% -$26.4K 0.58% 41
2023
Q2 		$632K Buy
13,398
+330
+3% +$14.3K 0.6% 38
2023
Q1 		$543K Sell
13,068
-1,974
-13% -$76.8K 0.53% 50
2022
Q4 		$534K Sell
15,042
-678
-4% -$24.9K 0.5% 53
2022
Q3 		$561K Sell
15,720
-6,264
-28% -$252K 0.56% 44
2022
Q2 		$817K Sell
21,984
-29,244
-57% -$1.2M 0.76% 25
2022
Q1 		$2.46M Sell
51,228
-12,246
-19% -$579K 1.9% 12
2021
Q4 		$3.4M Sell
63,474
-14,370
-18% -$749K 2.51% 9
2021
Q3 		$3.77M Sell
77,844
-324
-0.4% -$16.1K 3.17% 8
2021
Q2 		$3.74M Sell
78,168
-5,886
-7% -$267K 3.22% 8
2021
Q1 		$3.6M Sell
84,054
-10,236
-11% -$438K 3.45% 9
2020
Q4 		$3.98M Buy
+94,290
New +$3.76M 3.97% 8

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

Center For Asset Management's VUG Position: Q1 2026 in Review

Center For Asset Management reduced its Vanguard Growth ETF (VUG) stake by 0.45% in Q1 2026, selling an estimated $2.8K and leaving 7,920 shares worth $577K. The position accounts for 0.29% of the portfolio, ranked #76.

Center For Asset Management first reported a position in VUG in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.98M in Q4 2020. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Center For Asset Management held 7,920 shares of Vanguard Growth ETF worth $577K as of Q1 2026.
  • Center For Asset Management sold 36 Vanguard Growth ETF shares in Q1 2026, an estimated $2.8K.
  • Vanguard Growth ETF made up 0.29% of Center For Asset Management's portfolio in Q1 2026, its #76 holding.
  • Center For Asset Management first reported a position in Vanguard Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Center For Asset Management's Vanguard Growth ETF position peaked at $3.98M in Q4 2020.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Center For Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.