DFA
VUG icon

DHJJ Financial Advisors’s Vanguard Growth ETF VUG Stock Holding History

DHJJ Financial 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 		$414K Buy
5,694
+270
+5% +$21K 0.14% 120
2025
Q4 		$441K Sell
5,424
-1,890
-26% -$153K 0.15% 113
2025
Q3 		$584K Buy
7,314
+90
+1% +$6.88K 0.2% 91
2025
Q2 		$528K Buy
7,224
+42
+0.6% +$2.77K 0.19% 92
2025
Q1 		$444K Sell
7,182
-6
-0.1% -$405 0.18% 95
2024
Q4 		$492K Hold
7,188
– – 0.19% 88
2024
Q3 		$460K Sell
7,188
-12
-0.2% -$744 0.18% 96
2024
Q2 		$449K Hold
7,200
– – 0.19% 93
2024
Q1 		$413K Buy
7,200
+18
+0.3% +$990 0.18% 94
2023
Q4 		$372K Sell
7,182
-642
-8% -$31K 0.17% 94
2023
Q3 		$355K Sell
7,824
-12
-0.2% -$567 0.18% 92
2023
Q2 		$370K Sell
7,836
-510
-6% -$22.1K 0.19% 98
2023
Q1 		$328K Buy
8,346
+1,560
+23% +$60.7K 0.18% 103
2022
Q4 		$241K Buy
6,786
+1,434
+27% +$52.8K 0.14% 122
2022
Q3 		$221K Buy
+5,352
New +$215K 0.13% 120
2022
Q2 		– Sell
-5,262
Closed -$253K – 138
2022
Q1 		$253K Hold
5,262
– – 0.12% 118
2021
Q4 		$281K Hold
5,262
– – 0.13% 112
2021
Q3 		$254K Sell
5,262
-12
-0.2% -$597 0.13% 108
2021
Q2 		$252K Hold
5,274
– – 0.13% 104
2021
Q1 		$226K Sell
5,274
-24
-0.5% -$1.03K 0.13% 99
2020
Q4 		$224K Buy
+5,298
New +$211K 0.14% 95

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

DHJJ Financial Advisors's VUG Position: Q1 2026 in Review

DHJJ Financial Advisors increased its Vanguard Growth ETF (VUG) stake by 5% in Q1 2026, buying an estimated $21K and bringing the position to 5,694 shares worth $414K. The position accounts for 0.14% of the portfolio, ranked #120.

DHJJ Financial Advisors first reported a position in VUG in Q4 2020 and has held it in 21 quarters since. The position peaked at $584K in Q3 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • DHJJ Financial Advisors held 5,694 shares of Vanguard Growth ETF worth $414K as of Q1 2026.
  • DHJJ Financial Advisors bought 270 Vanguard Growth ETF shares in Q1 2026, an estimated $21K.
  • Vanguard Growth ETF made up 0.14% of DHJJ Financial Advisors's portfolio in Q1 2026, its #120 holding.
  • DHJJ Financial Advisors first reported a position in Vanguard Growth ETF in Q4 2020 and has held it in 21 quarters since.
  • DHJJ Financial Advisors's Vanguard Growth ETF position peaked at $584K in Q3 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.