Elm Partners Management’s Vanguard Growth ETF VUG Stock Holding History

Elm Partners 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	$235K	Buy	20,166 +5,682	+39%	+$442K	0.01%	147
2025 Q4	$1.18M	Buy	14,484 +4,266	+42%	+$346K	0.05%	66
2025 Q3	$817K	Buy	+10,218	New	+$781K	0.04%	77

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

Elm Partners Management's VUG Position: Q1 2026 in Review

Elm Partners Management increased its Vanguard Growth ETF (VUG) stake by 39% in Q1 2026, buying an estimated $442K and bringing the position to 20,166 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #147.

Elm Partners Management first reported a position in VUG in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.18M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Elm Partners Management held 20,166 shares of Vanguard Growth ETF worth $235K as of Q1 2026.
Elm Partners Management bought 5,682 Vanguard Growth ETF shares in Q1 2026, an estimated $442K.
Vanguard Growth ETF made up 0.01% of Elm Partners Management's portfolio in Q1 2026, its #147 holding.
Elm Partners Management first reported a position in Vanguard Growth ETF in Q3 2025 and has held it in 3 quarters since.
Elm Partners Management's Vanguard Growth ETF position peaked at $1.18M in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Elm Partners Management's 13F filing for Q1 2026, filed 13 May 2026.