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Clearwater Capital Advisors’s Vanguard Growth ETF VUG Stock Holding History

Clearwater Capital Advisors’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 		$9.22M Sell
126,624
-36
-0% -$2.8K 0.74% 30
2025
Q4 		$10.3M Sell
126,660
-1,272
-1% -$103K 0.86% 31
2025
Q3 		$10.2M Sell
127,932
-972
-0.8% -$74.3K 0.87% 29
2025
Q2 		$9.42M Sell
128,904
-456
-0.4% -$30K 0.86% 29
2025
Q1 		$7.99M Sell
129,360
-156
-0.1% -$10.5K 0.77% 30
2024
Q4 		$8.86M Sell
129,516
-4,146
-3% -$279K 0.87% 29
2024
Q3 		$8.55M Sell
133,662
-210
-0.2% -$13K 0.83% 29
2024
Q2 		$8.34M Sell
133,872
-2,130
-2% -$124K 0.88% 27
2024
Q1 		$7.8M Sell
136,002
-5,688
-4% -$313K 0.83% 29
2023
Q4 		$7.34M Sell
141,690
-150
-0.1% -$7.24K 0.82% 30
2023
Q3 		$6.44M Sell
141,840
-16,104
-10% -$761K 0.79% 29
2023
Q2 		$7.45M Sell
157,944
-2,586
-2% -$112K 0.89% 30
2023
Q1 		$6.67M Sell
160,530
-10,656
-6% -$414K 0.81% 31
2022
Q4 		$6.08M Sell
171,186
-1,812
-1% -$66.7K 0.79% 32
2022
Q3 		$6.17M Buy
172,998
+1,962
+1% +$78.9K 0.85% 36
2022
Q2 		$6.35M Sell
171,036
-1,074
-0.6% -$44.1K 0.87% 32
2022
Q1 		$8.25M Buy
172,110
+384
+0.2% +$18.2K 0.95% 31
2021
Q4 		$9.18M Sell
171,726
-5,730
-3% -$298K 1.01% 29
2021
Q3 		$8.58M Sell
177,456
-966
-0.5% -$48.1K 0.99% 32
2021
Q2 		$8.53M Sell
178,422
-720
-0.4% -$32.7K 0.99% 30
2021
Q1 		$7.67M Sell
179,142
-10,008
-5% -$428K 0.96% 27
2020
Q4 		$7.99M Sell
189,150
-5,952
-3% -$238K 1.06% 26
2020
Q3 		$7.4M Sell
195,102
-402
-0.2% -$14.8K 1.16% 23
2020
Q2 		$6.58M Sell
195,504
-20,502
-9% -$631K 1.1% 23
2020
Q1 		$5.64M Sell
216,006
-52,872
-20% -$1.58M 1.22% 20
2019
Q4 		$8.16M Sell
268,878
-31,080
-10% -$898K 1.36% 19
2019
Q3 		$8.31M Sell
299,958
-20,040
-6% -$556K 1.47% 17
2019
Q2 		$8.71M Sell
319,998
-38,490
-11% -$1.03M 1.58% 17
2019
Q1 		$9.35M Sell
358,488
-16,758
-4% -$414K 1.75% 13
2018
Q4 		$8.4M Sell
375,246
-2,706
-0.7% -$65.6K 1.84% 10
2018
Q3 		$10.1M Sell
377,952
-14,178
-4% -$371K 1.98% 10
2018
Q2 		$9.79M Sell
392,130
-1,170
-0.3% -$28.7K 2.01% 9
2018
Q1 		$9.3M Sell
393,300
-25,008
-6% -$610K 1.92% 9
2017
Q4 		$9.81M Sell
418,308
-47,460
-10% -$1.09M 2.15% 9
2017
Q3 		$10.4M Sell
465,768
-12,486
-3% -$271K 2.43% 8
2017
Q2 		$10.2M Sell
478,254
-2,928
-0.6% -$61.3K 2.59% 6
2017
Q1 		$9.71M Sell
481,182
-2,406
-0.5% -$47.5K 2.66% 7
2016
Q4 		$9.05M Buy
483,588
+4,332
+0.9% +$80.1K 3.14% 6
2016
Q3 		$8.91M Sell
479,256
-8,742
-2% -$163K 3.12% 7
2016
Q2 		$8.76M Buy
+487,998
New +$8.69M 3.23% 6

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

Clearwater Capital Advisors's VUG Position: Q1 2026 in Review

Clearwater Capital Advisors reduced its Vanguard Growth ETF (VUG) stake by 0.03% in Q1 2026, selling an estimated $2.8K and leaving 126,624 shares worth $9.22M. The position accounts for 0.74% of the portfolio, ranked #30.

Clearwater Capital Advisors first reported a position in VUG in Q2 2016 and has held it in 40 quarters since. The position peaked at $10.4M in Q3 2017. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Clearwater Capital Advisors held 126,624 shares of Vanguard Growth ETF worth $9.22M as of Q1 2026.
  • Clearwater Capital Advisors sold 36 Vanguard Growth ETF shares in Q1 2026, an estimated $2.8K.
  • Vanguard Growth ETF made up 0.74% of Clearwater Capital Advisors's portfolio in Q1 2026, its #30 holding.
  • Clearwater Capital Advisors first reported a position in Vanguard Growth ETF in Q2 2016 and has held it in 40 quarters since.
  • Clearwater Capital Advisors's Vanguard Growth ETF position peaked at $10.4M in Q3 2017.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.