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Eagle Bay Advisors’s Vanguard Growth ETF VUG Stock Holding History

Eagle Bay 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 		$1.17M Buy
16,032
+7,254
+83% +$564K 1.03% 23
2025
Q4 		$714K Sell
8,778
-876
-9% -$71.1K 0.52% 36
2025
Q3 		$773K Buy
9,654
+510
+6% +$39K 0.61% 35
2025
Q2 		$669K Sell
9,144
-606
-6% -$39.9K 0.55% 37
2025
Q1 		$602K Buy
9,750
+216
+2% +$14.6K 0.51% 46
2024
Q4 		$652K Buy
9,534
+390
+4% +$26.2K 0.41% 44
2024
Q3 		$585K Sell
9,144
-738
-7% -$45.7K 0.22% 83
2024
Q2 		$617K Hold
9,882
– – 0.37% 45
2024
Q1 		$567K Buy
9,882
+888
+10% +$48.8K 0.36% 51
2023
Q4 		$466K Hold
8,994
– – 0.29% 59
2023
Q3 		$408K Buy
8,994
+738
+9% +$34.9K 0.19% 78
2023
Q2 		$389K Hold
8,256
– – 0.22% 71
2023
Q1 		$343K Buy
+8,256
New +$321K 0.19% 82
2021
Q4 		– Sell
-24
Closed -$1K – 1299
2021
Q3 		$1K Hold
24
– – ﹤0.01% 1065
2021
Q2 		$2K Buy
+24
New +$1.09K ﹤0.01% 851

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

Eagle Bay Advisors's VUG Position: Q1 2026 in Review

Eagle Bay Advisors increased its Vanguard Growth ETF (VUG) stake by 83% in Q1 2026, buying an estimated $564K and bringing the position to 16,032 shares worth $1.17M. The position accounts for 1.03% of the portfolio, ranked #23.

Eagle Bay Advisors first reported a position in VUG in Q2 2021 and has held it in 15 quarters since. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Eagle Bay Advisors held 16,032 shares of Vanguard Growth ETF worth $1.17M as of Q1 2026.
  • Eagle Bay Advisors bought 7,254 Vanguard Growth ETF shares in Q1 2026, an estimated $564K.
  • Vanguard Growth ETF made up 1.03% of Eagle Bay Advisors's portfolio in Q1 2026, its #23 holding.
  • Eagle Bay Advisors first reported a position in Vanguard Growth ETF in Q2 2021 and has held it in 15 quarters since.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Eagle Bay Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.