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

Diversify 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 		$4.36M Buy
316,260
+298,416
+1,672% +$23.2M 0.08% 226
2025
Q4 		$1.46M Buy
17,844
+468
+3% +$38K 0.07% 253
2025
Q3 		$1.45M Hold
17,376
– – 0.08% 222
2025
Q2 		$1.34M Buy
17,376
+18
+0.1% +$1.19K 0.08% 233
2025
Q1 		$1.1M Buy
17,358
+1,500
+9% +$101K 0.08% 230
2024
Q4 		$1.08M Buy
15,858
+8,868
+127% +$596K 0.08% 207
2024
Q3 		$452K Buy
+6,990
New +$433K 0.04% 332

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

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

Diversify Wealth Management increased its Vanguard Growth ETF (VUG) stake by 1,672% in Q1 2026, buying an estimated $23.2M and bringing the position to 316,260 shares worth $4.36M. The position accounts for 0.08% of the portfolio, ranked #226.

Diversify Wealth Management first reported a position in VUG in Q3 2024 and has held it in 7 quarters since. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Diversify Wealth Management held 316,260 shares of Vanguard Growth ETF worth $4.36M as of Q1 2026.
  • Diversify Wealth Management bought 298,416 Vanguard Growth ETF shares in Q1 2026, an estimated $23.2M.
  • Vanguard Growth ETF made up 0.08% of Diversify Wealth Management's portfolio in Q1 2026, its #226 holding.
  • Diversify Wealth Management first reported a position in Vanguard Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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