Clean Yield Group’s Vanguard Growth ETF VUG Stock Holding History

Clean Yield Group’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	$128K	Sell	1,758 -300	-15%	-$23.3K	0.04%	166
2025 Q4	$167K	Sell	2,058 -6	-0.3%	-$487	0.05%	148
2025 Q3	$165K	Sell	2,064 -360	-15%	-$27.5K	0.05%	141
2025 Q2	$177K	Hold	2,424	–	–	0.05%	134
2025 Q1	$150K	Hold	2,424	–	–	0.05%	145
2024 Q4	$166K	Hold	2,424	–	–	0.05%	143
2024 Q3	$155K	Hold	2,424	–	–	0.05%	147
2024 Q2	$151K	Hold	2,424	–	–	0.06%	137
2024 Q1	$139K	Sell	2,424 -600	-20%	-$33K	0.05%	149
2023 Q4	$157K	Hold	3,024	–	–	0.07%	136
2023 Q3	$143K	Sell	3,024 -396	-12%	-$18.7K	0.06%	140
2023 Q2	$161K	Buy	3,420 +6	+0.2%	+$260	0.07%	136
2023 Q1	$142K	Sell	3,414 -1,800	-35%	-$70K	0.06%	149
2022 Q4	$185K	Buy	5,214 +396	+8%	+$14.6K	0.08%	134
2022 Q3	$172K	Hold	4,818	–	–	0.08%	135
2022 Q2	$179K	Hold	4,818	–	–	0.07%	146
2022 Q1	$231K	Sell	4,818 -1,200	-20%	-$56.8K	0.08%	134
2021 Q4	$322K	Hold	6,018	–	–	0.1%	123
2021 Q3	$291K	Hold	6,018	–	–	0.1%	130
2021 Q2	$288K	Hold	6,018	–	–	0.1%	119
2021 Q1	$258K	Sell	6,018 -1,200	-17%	-$51.3K	0.1%	124
2020 Q4	$305K	Buy	+7,218	New	+$288K	0.11%	106

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

Clean Yield Group's VUG Position: Q1 2026 in Review

Clean Yield Group reduced its Vanguard Growth ETF (VUG) stake by 15% in Q1 2026, selling an estimated $23.3K and leaving 1,758 shares worth $128K. The position accounts for 0.04% of the portfolio, ranked #166.

Clean Yield Group first reported a position in VUG in Q4 2020 and has held it in 22 quarters since. The position peaked at $322K in Q4 2021. 2,721 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Clean Yield Group held 1,758 shares of Vanguard Growth ETF worth $128K as of Q1 2026.
Clean Yield Group sold 300 Vanguard Growth ETF shares in Q1 2026, an estimated $23.3K.
Vanguard Growth ETF made up 0.04% of Clean Yield Group's portfolio in Q1 2026, its #166 holding.
Clean Yield Group first reported a position in Vanguard Growth ETF in Q4 2020 and has held it in 22 quarters since.
Clean Yield Group's Vanguard Growth ETF position peaked at $322K in Q4 2021.
2,721 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.