Cetera Investment Advisers
VUG icon

Cetera Investment Advisers’s Vanguard Growth ETF VUG Stock Holding History

Cetera Investment Advisers’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 		$1B Buy
13,791,294
+1,046,940
+8% +$81.4M 1.07% 13
2025
Q4 		$1.04B Buy
12,744,354
+291,060
+2% +$23.6M 1.13% 12
2025
Q3 		$995M Buy
12,453,294
+4,495,410
+56% +$344M 1.16% 12
2025
Q2 		$581M Buy
7,957,884
+1,238,442
+18% +$81.5M 0.98% 10
2025
Q1 		$415M Buy
6,719,442
+403,542
+6% +$27.2M 0.8% 15
2024
Q4 		$432M Sell
6,315,900
-34,494
-0.5% -$2.32M 0.9% 12
2024
Q3 		$406M Buy
6,350,394
+109,440
+2% +$6.78M 0.89% 12
2024
Q2 		$389M Buy
6,240,954
+23,526
+0.4% +$1.37M 0.9% 12
2024
Q1 		$357M Buy
6,217,428
+3,314,634
+114% +$182M 0.84% 13
2023
Q4 		$150M Sell
2,902,794
-270,312
-9% -$13M 1.22% 10
2023
Q3 		$144M Buy
3,173,106
+140,772
+5% +$6.65M 1.24% 11
2023
Q2 		$143M Buy
3,032,334
+137,508
+5% +$5.96M 1.2% 12
2023
Q1 		$120M Buy
2,894,826
+29,388
+1% +$1.14M 1.05% 13
2022
Q4 		$102M Buy
2,865,438
+1,032,864
+56% +$38M 0.94% 16
2022
Q3 		$65.3M Buy
1,832,574
+89,646
+5% +$3.6M 1.3% 7
2022
Q2 		$64.7M Buy
1,742,928
+74,736
+4% +$3.07M 1.03% 11
2022
Q1 		$80M Buy
1,668,192
+68,250
+4% +$3.23M 1.15% 10
2021
Q4 		$85.6M Buy
1,599,942
+41,436
+3% +$2.16M 1.23% 8
2021
Q3 		$75.4M Buy
1,558,506
+14,292
+0.9% +$711K 1.2% 9
2021
Q2 		$73.8M Buy
1,544,214
+88,206
+6% +$4.01M 1.19% 9
2021
Q1 		$62.4M Sell
1,456,008
-1,092
-0.1% -$46.7K 1.23% 8
2020
Q4 		$61.5M Buy
1,457,100
+303,600
+26% +$12.1M 1.22% 7
2020
Q3 		$43.8M Buy
1,153,500
+27,300
+2% +$1.01M 3.58% 1
2020
Q2 		$37.9M Buy
1,126,200
+59,346
+6% +$1.83M 3.51% 1
2020
Q1 		$22.7M Buy
1,066,854
+124,842
+13% +$3.74M 2.78% 2
2019
Q4 		$28.6M Buy
942,012
+51,702
+6% +$1.49M 2.87% 1
2019
Q3 		$24.6M Buy
890,310
+27,438
+3% +$761K 2.99% 1
2019
Q2 		$23.5M Buy
862,872
+2,142
+0.2% +$57.2K 3.03% 1
2019
Q1 		$22.5M Buy
860,730
+23,730
+3% +$586K 3.17% 1
2018
Q4 		$18.7M Buy
837,000
+22,152
+3% +$537K 3.06% 1
2018
Q3 		$21.9M Buy
814,848
+129,252
+19% +$3.38M 3.15% 2
2018
Q2 		$17.1M Sell
685,596
-87,276
-11% -$2.14M 3.01% 2
2018
Q1 		$18.3M Buy
772,872
+7,728
+1% +$188K 3.42% 2
2017
Q4 		$17.9M Buy
765,144
+115,560
+18% +$2.65M 3.29% 2
2017
Q3 		$14.4M Buy
649,584
+5,640
+0.9% +$123K 3.18% 2
2017
Q2 		$13.7M Buy
643,944
+62,082
+11% +$1.3M 3.35% 1
2017
Q1 		$11.8M Buy
581,862
+80,160
+16% +$1.58M 3.26% 1
2016
Q4 		$9.31M Buy
501,702
+123,294
+33% +$2.28M 3.1% 1
2016
Q3 		$7.09M Buy
378,408
+5,814
+2% +$108K 3.05% 1
2016
Q2 		$6.65M Buy
372,594
+1,620
+0.4% +$28.8K 2.61% 1
2016
Q1 		$6.58M Buy
370,974
+27,846
+8% +$467K 2.85% 2
2015
Q4 		$6.09M Buy
+343,128
New +$6.15M 2.8% 2

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

Cetera Investment Advisers's VUG Position: Q1 2026 in Review

Cetera Investment Advisers increased its Vanguard Growth ETF (VUG) stake by 8.2% in Q1 2026, buying an estimated $81.4M and bringing the position to 13,791,294 shares worth $1B. The position accounts for 1.07% of the portfolio, ranked #13.

Cetera Investment Advisers first reported a position in VUG in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.04B in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Cetera Investment Advisers held 13,791,294 shares of Vanguard Growth ETF worth $1B as of Q1 2026.
  • Cetera Investment Advisers bought 1,046,940 Vanguard Growth ETF shares in Q1 2026, an estimated $81.4M.
  • Vanguard Growth ETF made up 1.07% of Cetera Investment Advisers's portfolio in Q1 2026, its #13 holding.
  • Cetera Investment Advisers first reported a position in Vanguard Growth ETF in Q4 2015 and has held it in 42 quarters since.
  • Cetera Investment Advisers's Vanguard Growth ETF position peaked at $1.04B in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.