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Droms Strauss Advisors’s Vanguard Growth ETF VUG Stock Holding History

Droms Strauss 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 		$4.49M Sell
61,674
-5,736
-9% -$446K 1.17% 22
2025
Q4 		$5.48M Sell
67,410
-3,786
-5% -$307K 1.44% 15
2025
Q3 		$5.69M Sell
71,196
-8,754
-11% -$669K 1.65% 10
2025
Q2 		$5.84M Sell
79,950
-1,326
-2% -$87.3K 1.79% 10
2025
Q1 		$5.02M Sell
81,276
-2,406
-3% -$162K 1.72% 9
2024
Q4 		$5.72M Sell
83,682
-552
-0.7% -$37.1K 1.87% 11
2024
Q3 		$5.39M Sell
84,234
-414
-0.5% -$25.7K 1.91% 8
2024
Q2 		$5.28M Sell
84,648
-1,296
-2% -$75.6K 1.91% 8
2024
Q1 		$4.93M Sell
85,944
-366
-0.4% -$20.1K 1.8% 9
2023
Q4 		$4.47M Sell
86,310
-318
-0.4% -$15.3K 1.74% 10
2023
Q3 		$3.93M Buy
86,628
+1,290
+2% +$60.9K 1.69% 11
2023
Q2 		$4.03M Sell
85,338
-504
-0.6% -$21.9K 1.68% 11
2023
Q1 		$3.57M Buy
85,842
+990
+1% +$38.5K 1.61% 12
2022
Q4 		$3.02M Buy
84,852
+2,046
+2% +$75.3K 1.38% 13
2022
Q3 		$2.96M Buy
82,806
+3,204
+4% +$129K 1.46% 13
2022
Q2 		$2.96M Sell
79,602
-9,726
-11% -$400K 1.49% 13
2022
Q1 		$4.35M Buy
89,328
+11,580
+15% +$548K 2.19% 9
2021
Q4 		$4.16M Sell
77,748
-816
-1% -$42.5K 1.84% 9
2021
Q3 		$3.8M Sell
78,564
-2,922
-4% -$145K 1.83% 11
2021
Q2 		$3.9M Buy
81,486
+1,656
+2% +$75.2K 1.84% 11
2021
Q1 		$3.42M Sell
79,830
-450
-0.6% -$19.3K 1.68% 12
2020
Q4 		$3.39M Sell
80,280
-180
-0.2% -$7.18K 1.97% 11
2020
Q3 		$3.05M Sell
80,460
-564
-0.7% -$20.8K 1.8% 11
2020
Q2 		$2.73M Buy
81,024
+20,100
+33% +$618K 1.87% 13
2020
Q1 		$1.59M Buy
60,924
+78
+0.1% +$2.34K 1.32% 14
2019
Q4 		$1.85M Sell
60,846
-684
-1% -$19.8K 1.37% 11
2019
Q3 		$1.7M Sell
61,530
-126
-0.2% -$3.5K 1.37% 12
2019
Q2 		$1.68M Buy
61,656
+498
+0.8% +$13.3K 1.25% 13
2019
Q1 		$1.59M Hold
61,158
– – 1.24% 14
2018
Q4 		$1.37M Buy
+61,158
New +$1.48M 1.27% 15

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

Droms Strauss Advisors's VUG Position: Q1 2026 in Review

Droms Strauss Advisors reduced its Vanguard Growth ETF (VUG) stake by 8.5% in Q1 2026, selling an estimated $446K and leaving 61,674 shares worth $4.49M. The position accounts for 1.17% of the portfolio, ranked #22.

Droms Strauss Advisors first reported a position in VUG in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.84M in Q2 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Droms Strauss Advisors held 61,674 shares of Vanguard Growth ETF worth $4.49M as of Q1 2026.
  • Droms Strauss Advisors sold 5,736 Vanguard Growth ETF shares in Q1 2026, an estimated $446K.
  • Vanguard Growth ETF made up 1.17% of Droms Strauss Advisors's portfolio in Q1 2026, its #22 holding.
  • Droms Strauss Advisors first reported a position in Vanguard Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • Droms Strauss Advisors's Vanguard Growth ETF position peaked at $5.84M in Q2 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Droms Strauss Advisors's 13F filing for Q1 2026, filed 1 May 2026.