Chevy Chase Trust
VUG icon

Chevy Chase Trust’s Vanguard Growth ETF VUG Stock Holding History

Chevy Chase Trust’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 		$239K Sell
3,288
-2,568
-44% -$200K ﹤0.01% 628
2025
Q4 		$476K Buy
5,856
+252
+4% +$20.5K ﹤0.01% 598
2025
Q3 		$448K Buy
5,604
+714
+15% +$54.6K ﹤0.01% 595
2025
Q2 		$357K Sell
4,890
-3,360
-41% -$221K ﹤0.01% 604
2025
Q1 		$510K Buy
+8,250
New +$556K ﹤0.01% 592
2024
Q1 		– Sell
-4,950
Closed -$256K – 628
2023
Q4 		$256K Hold
4,950
– – ﹤0.01% 606
2023
Q3 		$225K Sell
4,950
-3,648
-42% -$172K ﹤0.01% 602
2023
Q2 		$405K Hold
8,598
– – ﹤0.01% 588
2023
Q1 		$357K Sell
8,598
-1,248
-13% -$48.5K ﹤0.01% 601
2022
Q4 		$350K Buy
+9,846
New +$362K ﹤0.01% 615
2022
Q3 		– Sell
-5,388
Closed -$200K – 637
2022
Q2 		$200K Hold
5,388
– – ﹤0.01% 627
2022
Q1 		$258K Sell
5,388
-3,144
-37% -$149K ﹤0.01% 626
2021
Q4 		$456K Sell
8,532
-1,032
-11% -$53.8K ﹤0.01% 623
2021
Q3 		$463K Sell
9,564
-7,230
-43% -$360K ﹤0.01% 606
2021
Q2 		$803K Buy
16,794
+4,230
+34% +$192K ﹤0.01% 587
2021
Q1 		$538K Sell
12,564
-4,356
-26% -$186K ﹤0.01% 597
2020
Q4 		$714K Buy
16,920
+8,220
+94% +$328K ﹤0.01% 580
2020
Q3 		$330K Sell
8,700
-3,300
-28% -$122K ﹤0.01% 601
2020
Q2 		$404K Sell
12,000
-2,484
-17% -$76.4K ﹤0.01% 594
2020
Q1 		$378K Sell
14,484
-3,126
-18% -$93.6K ﹤0.01% 587
2019
Q4 		$534K Hold
17,610
– – ﹤0.01% 607
2019
Q3 		$488K Sell
17,610
-11,112
-39% -$308K ﹤0.01% 590
2019
Q2 		$782K Sell
28,722
-4,098
-12% -$109K ﹤0.01% 577
2019
Q1 		$896K Sell
32,820
-294
-0.9% -$7.26K ﹤0.01% 576
2018
Q4 		$742K Buy
+33,114
New +$802K ﹤0.01% 588
2015
Q2 		– Sell
-12,126
Closed -$211K – 688
2015
Q1 		$211K Hold
12,126
– – ﹤0.01% 642
2014
Q4 		$211K Hold
12,126
– – ﹤0.01% 662
2014
Q3 		$201K Buy
+12,126
New +$202K ﹤0.01% 673

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

Chevy Chase Trust's VUG Position: Q1 2026 in Review

Chevy Chase Trust reduced its Vanguard Growth ETF (VUG) stake by 44% in Q1 2026, selling an estimated $200K and leaving 3,288 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #628.

Chevy Chase Trust first reported a position in VUG in Q3 2014 and has held it in 28 quarters since. The position peaked at $896K in Q1 2019. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Chevy Chase Trust held 3,288 shares of Vanguard Growth ETF worth $239K as of Q1 2026.
  • Chevy Chase Trust sold 2,568 Vanguard Growth ETF shares in Q1 2026, an estimated $200K.
  • Vanguard Growth ETF made up ﹤0.01% of Chevy Chase Trust's portfolio in Q1 2026, its #628 holding.
  • Chevy Chase Trust first reported a position in Vanguard Growth ETF in Q3 2014 and has held it in 28 quarters since.
  • Chevy Chase Trust's Vanguard Growth ETF position peaked at $896K in Q1 2019.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.