Delos Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

Delos Wealth 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	$2.18K	Hold	30	–	–	﹤0.01%	240
2025 Q4	$2.44K	Hold	30	–	–	﹤0.01%	223
2025 Q3	$2.4K	Sell	30 -156	-84%	-$11.9K	﹤0.01%	239
2025 Q2	$13.6K	Buy	+186	New	+$12.2K	0.01%	160
2025 Q1	–	Sell	-30	Closed	-$2.05K	–	190
2024 Q4	$2.05K	Hold	30	–	–	﹤0.01%	166
2024 Q3	$1.92K	Hold	30	–	–	﹤0.01%	148
2024 Q2	$1.87K	Hold	30	–	–	﹤0.01%	216
2024 Q1	$1.72K	Hold	30	–	–	﹤0.01%	222
2023 Q4	$1.55K	Hold	30	–	–	﹤0.01%	149
2023 Q3	$1.45K	Hold	30	–	–	﹤0.01%	192
2023 Q2	$1.42K	Hold	30	–	–	﹤0.01%	190
2023 Q1	$1.25K	Sell	30 -936	-97%	-$36.4K	﹤0.01%	207
2022 Q4	$34.3K	Hold	966	–	–	0.05%	69
2022 Q3	$34K	Buy	966 +936	+3,120%	+$37.6K	0.04%	66
2022 Q2	$1K	Hold	30	–	–	﹤0.01%	227
2022 Q1	$1K	Hold	30	–	–	﹤0.01%	245
2021 Q4	$2K	Hold	30	–	–	﹤0.01%	392
2021 Q3	$1K	Buy	+30	New	+$1.49K	﹤0.01%	203

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

Delos Wealth Advisors's VUG Position: Q1 2026 in Review

Delos Wealth Advisors held its Vanguard Growth ETF (VUG) position steady in Q1 2026 at 30 shares worth $2.18K. The position accounts for ﹤0.01% of the portfolio, ranked #240.

Delos Wealth Advisors first reported a position in VUG in Q3 2021 and has held it in 18 quarters since. The position peaked at $34.3K in Q4 2022. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Delos Wealth Advisors held 30 shares of Vanguard Growth ETF worth $2.18K as of Q1 2026.
Delos Wealth Advisors left its Vanguard Growth ETF share count unchanged in Q1 2026.
Vanguard Growth ETF made up ﹤0.01% of Delos Wealth Advisors's portfolio in Q1 2026, its #240 holding.
Delos Wealth Advisors first reported a position in Vanguard Growth ETF in Q3 2021 and has held it in 18 quarters since.
Delos Wealth Advisors's Vanguard Growth ETF position peaked at $34.3K in Q4 2022.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.