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Dover Advisors’s Vanguard Growth ETF VUG Stock Holding History

Dover 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 		$632K Hold
8,682
– – 0.26% 86
2025
Q4 		$706K Buy
8,682
+882
+11% +$71.6K 0.27% 84
2025
Q3 		$624K Sell
7,800
-342
-4% -$26.1K 0.25% 94
2025
Q2 		$595K Sell
8,142
-96
-1% -$6.32K 0.26% 92
2025
Q1 		$509K Buy
+8,238
New +$555K 0.22% 95
2024
Q4 		– Sell
-7,944
Closed -$508K – 142
2024
Q3 		$508K Sell
7,944
-726
-8% -$45K 0.29% 85
2024
Q2 		$540K Buy
+8,670
New +$506K 0.33% 79
2023
Q4 		– Sell
-8,670
Closed -$393K – 101
2023
Q3 		$393K Hold
8,670
– – 0.4% 71
2023
Q2 		$409K Buy
+8,670
New +$376K 0.36% 75

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

Dover Advisors's VUG Position: Q1 2026 in Review

Dover Advisors held its Vanguard Growth ETF (VUG) position steady in Q1 2026 at 8,682 shares worth $632K. The position accounts for 0.26% of the portfolio, ranked #86.

Dover Advisors first reported a position in VUG in Q2 2023 and has held it in 9 quarters since. The position peaked at $706K in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Dover Advisors held 8,682 shares of Vanguard Growth ETF worth $632K as of Q1 2026.
  • Dover Advisors left its Vanguard Growth ETF share count unchanged in Q1 2026.
  • Vanguard Growth ETF made up 0.26% of Dover Advisors's portfolio in Q1 2026, its #86 holding.
  • Dover Advisors first reported a position in Vanguard Growth ETF in Q2 2023 and has held it in 9 quarters since.
  • Dover Advisors's Vanguard Growth ETF position peaked at $706K in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Dover Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.