Elevate Wealth Advisory’s Vanguard Growth ETF VUG Stock Holding History

Elevate Wealth Advisory’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	$178K	Hold	2,448	–	–	0.11%	78
2025 Q4	$199K	Hold	2,448	–	–	0.14%	73
2025 Q3	$196K	Hold	2,448	–	–	0.14%	71
2025 Q2	$179K	Buy	2,448 +870	+55%	+$57.3K	0.13%	81
2025 Q1	$97.5K	Sell	1,578 -114	-7%	-$7.69K	0.07%	83
2024 Q4	$116K	Buy	1,692 +294	+21%	+$19.8K	0.09%	72
2024 Q3	$89.5K	Hold	1,398	–	–	0.07%	80
2024 Q2	$87.3K	Hold	1,398	–	–	0.07%	73
2024 Q1	$80.2K	Buy	1,398 +528	+61%	+$29K	0.07%	72
2023 Q4	$45.1K	Buy	+870	New	+$42K	0.04%	83

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Elevate Wealth Advisory's VUG Position: Q1 2026 in Review

Elevate Wealth Advisory held its Vanguard Growth ETF (VUG) position steady in Q1 2026 at 2,448 shares worth $178K. The position accounts for 0.11% of the portfolio, ranked #78.

Elevate Wealth Advisory first reported a position in VUG in Q4 2023 and has held it in 10 quarters since. The position peaked at $199K in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Elevate Wealth Advisory held 2,448 shares of Vanguard Growth ETF worth $178K as of Q1 2026.
Elevate Wealth Advisory left its Vanguard Growth ETF share count unchanged in Q1 2026.
Vanguard Growth ETF made up 0.11% of Elevate Wealth Advisory's portfolio in Q1 2026, its #78 holding.
Elevate Wealth Advisory first reported a position in Vanguard Growth ETF in Q4 2023 and has held it in 10 quarters since.
Elevate Wealth Advisory's Vanguard Growth ETF position peaked at $199K in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.