DWM
VUG icon

Darwin Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Darwin Wealth Management’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 		$68.6K Hold
942
– – 0.02% 199
2025
Q4 		$76.6K Buy
942
+90
+11% +$7.3K 0.02% 188
2025
Q3 		$68.1K Buy
852
+60
+8% +$4.58K 0.02% 196
2025
Q2 		$57.9K Hold
792
– – 0.02% 197
2025
Q1 		$54.2K Hold
792
– – 0.02% 216
2024
Q4 		$54.2K Sell
792
-906
-53% -$60.9K 0.02% 216
2024
Q3 		$109K Buy
+1,698
New +$105K 0.03% 178
2020
Q2 		– Sell
-1,752
Closed -$45K – 785
2020
Q1 		$45K Buy
+1,752
New +$52.5K 0.01% 256

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

Darwin Wealth Management's VUG Position: Q1 2026 in Review

Darwin Wealth Management held its Vanguard Growth ETF (VUG) position steady in Q1 2026 at 942 shares worth $68.6K. The position accounts for 0.02% of the portfolio, ranked #199.

Darwin Wealth Management first reported a position in VUG in Q1 2020 and has held it in 8 quarters since. The position peaked at $109K in Q3 2024. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Darwin Wealth Management held 942 shares of Vanguard Growth ETF worth $68.6K as of Q1 2026.
  • Darwin Wealth Management left its Vanguard Growth ETF share count unchanged in Q1 2026.
  • Vanguard Growth ETF made up 0.02% of Darwin Wealth Management's portfolio in Q1 2026, its #199 holding.
  • Darwin Wealth Management first reported a position in Vanguard Growth ETF in Q1 2020 and has held it in 8 quarters since.
  • Darwin Wealth Management's Vanguard Growth ETF position peaked at $109K in Q3 2024.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.