Clearstead Advisors’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $36.9M | Buy |
507,558
+340,794
| +204% | +$26.5M | 0.34% | 63 |
|
|
2025
Q4 | $13.6M | Sell |
166,764
-3,348
| -2% | -$272K | 0.17% | 110 |
|
|
2025
Q3 | $13.6M | Sell |
170,112
-2,616
| -2% | -$200K | 0.18% | 113 |
|
|
2025
Q2 | $12.6M | Sell |
172,728
-8,790
| -5% | -$579K | 0.18% | 111 |
|
|
2025
Q1 | $11.2M | Sell |
181,518
-4,536
| -2% | -$306K | 0.17% | 117 |
|
|
2024
Q4 | $12.7M | Buy |
186,054
+15,102
| +9% | +$1.01M | 0.19% | 113 |
|
|
2024
Q3 | $10.9M | Sell |
170,952
-1,596
| -0.9% | -$98.9K | 0.17% | 122 |
|
|
2024
Q2 | $10.8M | Buy |
172,548
+142,674
| +478% | +$8.32M | 0.18% | 112 |
|
|
2024
Q1 | $1.71M | Buy |
29,874
+96
| +0.3% | +$5.28K | 0.08% | 168 |
|
|
2023
Q4 | $1.54M | Sell |
29,778
-19,362
| -39% | -$935K | 0.08% | 171 |
|
|
2023
Q3 | $2.23M | Buy |
49,140
+24,858
| +102% | +$1.17M | 0.06% | 197 |
|
|
2023
Q2 | $1.15M | Buy |
24,282
+8,652
| +55% | +$375K | 0.07% | 190 |
|
|
2023
Q1 | $650K | Buy |
15,630
+10,428
| +200% | +$406K | 0.05% | 225 |
|
|
2022
Q4 | $185K | Sell |
5,202
-48
| -0.9% | -$1.77K | 0.01% | 393 |
|
|
2022
Q3 | $187K | Buy |
5,250
+3,912
| +292% | +$157K | 0.02% | 370 |
|
|
2022
Q2 | $50K | Sell |
1,338
-1,860
| -58% | -$76.4K | ﹤0.01% | 622 |
|
|
2022
Q1 | $153K | Sell |
3,198
-192
| -6% | -$9.08K | 0.01% | 461 |
|
|
2021
Q4 | $181K | Sell |
3,390
-22,104
| -87% | -$1.15M | 0.01% | 412 |
|
|
2021
Q3 | $1.23M | Buy |
25,494
+25,326
| +15,075% | +$1.26M | 0.09% | 149 |
|
|
2021
Q2 | $8K | Hold |
168
| – | – | ﹤0.01% | 829 |
|
|
2021
Q1 | $7K | Sell |
168
-288
| -63% | -$12.3K | ﹤0.01% | 836 |
|
|
2020
Q4 | $19K | Hold |
456
| – | – | ﹤0.01% | 643 |
|
|
2020
Q3 | $17K | Hold |
456
| – | – | ﹤0.01% | 606 |
|
|
2020
Q2 | $15K | Sell |
456
-1,932
| -81% | -$59.4K | ﹤0.01% | 559 |
|
|
2020
Q1 | $62K | Buy |
+2,388
| New | +$71.5K | 0.01% | 383 |
|
|
2018
Q1 | – | Sell |
-102,132
| Closed | -$2.39M | – | 233 |
|
|
2017
Q4 | $2.39M | Sell |
102,132
-1,746
| -2% | -$40.1K | 0.32% | 57 |
|
|
2017
Q3 | $2.3M | Buy |
103,878
+1,620
| +2% | +$35.2K | 0.3% | 64 |
|
|
2017
Q2 | $2.17M | Buy |
102,258
+1,728
| +2% | +$36.2K | 0.32% | 60 |
|
|
2017
Q1 | $2.04M | Buy |
100,530
+300
| +0.3% | +$5.92K | 0.3% | 62 |
|
|
2016
Q4 | $1.86M | Buy |
+100,230
| New | +$1.85M | 0.3% | 61 |
|
Other funds holding VUG
EWA
Clearstead Advisors's VUG Position: Q1 2026 in Review
Clearstead Advisors increased its Vanguard Growth ETF (VUG) stake by 204% in Q1 2026, buying an estimated $26.5M and bringing the position to 507,558 shares worth $36.9M. The position accounts for 0.34% of the portfolio, ranked #63.
Clearstead Advisors first reported a position in VUG in Q4 2016 and has held it in 30 quarters since. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.
- Clearstead Advisors held 507,558 shares of Vanguard Growth ETF worth $36.9M as of Q1 2026.
- Clearstead Advisors bought 340,794 Vanguard Growth ETF shares in Q1 2026, an estimated $26.5M.
- Vanguard Growth ETF made up 0.34% of Clearstead Advisors's portfolio in Q1 2026, its #63 holding.
- Clearstead Advisors first reported a position in Vanguard Growth ETF in Q4 2016 and has held it in 30 quarters since.
- 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.
Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.