Creekside Partners’s Vanguard Growth ETF VUG Stock Holding History

Creekside Partners’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	$424K	Sell	5,826 -24	-0.4%	-$1.87K	0.17%	114
2025 Q4	$476K	Sell	5,850 -114	-2%	-$9.25K	0.2%	103
2025 Q3	$477K	Buy	5,964 +6	+0.1%	+$458	0.21%	103
2025 Q2	$435K	Buy	5,958 +606	+11%	+$39.9K	0.21%	102
2025 Q1	$331K	Sell	5,352 -366	-6%	-$24.7K	0.17%	123
2024 Q4	$391K	Sell	5,718 -228	-4%	-$15.3K	0.2%	110
2024 Q3	$380K	Buy	5,946 +84	+1%	+$5.21K	0.2%	117
2024 Q2	$365K	Buy	+5,862	New	+$342K	0.2%	113

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

Creekside Partners's VUG Position: Q1 2026 in Review

Creekside Partners reduced its Vanguard Growth ETF (VUG) stake by 0.41% in Q1 2026, selling an estimated $1.87K and leaving 5,826 shares worth $424K. The position accounts for 0.17% of the portfolio, ranked #114.

Creekside Partners first reported a position in VUG in Q2 2024 and has held it in 8 quarters since. The position peaked at $477K in Q3 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Creekside Partners held 5,826 shares of Vanguard Growth ETF worth $424K as of Q1 2026.
Creekside Partners sold 24 Vanguard Growth ETF shares in Q1 2026, an estimated $1.87K.
Vanguard Growth ETF made up 0.17% of Creekside Partners's portfolio in Q1 2026, its #114 holding.
Creekside Partners first reported a position in Vanguard Growth ETF in Q2 2024 and has held it in 8 quarters since.
Creekside Partners's Vanguard Growth ETF position peaked at $477K in Q3 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Creekside Partners's 13F filing for Q1 2026, filed 22 Apr 2026.