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Emerald Advisors’s Vanguard Growth ETF VUG Stock Holding History

Emerald 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 		$7.39M Sell
101,454
-1,128
-1% -$87.8K 0.91% 6
2025
Q4 		$8.34M Sell
102,582
-11,454
-10% -$930K 1.13% 6
2025
Q3 		$9.12M Buy
114,036
+3,912
+4% +$299K 1.21% 4
2025
Q2 		$8.05M Buy
110,124
+2,256
+2% +$149K 1.03% 5
2025
Q1 		$6.67M Buy
107,868
+4,686
+5% +$316K 0.89% 6
2024
Q4 		$7.06M Buy
103,182
+1,248
+1% +$83.8K 0.97% 4
2024
Q3 		$6.66M Buy
101,934
+3,930
+4% +$244K 0.96% 6
2024
Q2 		$6.11M Sell
98,004
-4,866
-5% -$284K 0.93% 6
2024
Q1 		$5.9M Sell
102,870
-1,680
-2% -$92.4K 1.05% 7
2023
Q4 		$5.42M Buy
104,550
+1,368
+1% +$66K 1.03% 6
2023
Q3 		$4.68M Sell
103,182
-5,640
-5% -$266K 1.09% 6
2023
Q2 		$5.13M Buy
108,822
+2,046
+2% +$88.7K 1.23% 6
2023
Q1 		$4.44M Sell
106,776
-8,172
-7% -$318K 1.14% 6
2022
Q4 		$4.08M Sell
114,948
-15,042
-12% -$553K 1.13% 5
2022
Q3 		$4.63M Buy
129,990
+5,244
+4% +$211K 1.35% 3
2022
Q2 		$4.63M Buy
124,746
+11,274
+10% +$463K 1.29% 3
2022
Q1 		$5.44M Buy
113,472
+5,094
+5% +$241K 1.28% 2
2021
Q4 		$5.8M Sell
108,378
-18,732
-15% -$976K 1.4% 2
2021
Q3 		$6.15M Buy
127,110
+4,884
+4% +$243K 1.75% 3
2021
Q2 		$5.84M Buy
122,226
+11,316
+10% +$514K 1.82% 3
2021
Q1 		$4.75M Buy
110,910
+21,492
+24% +$919K 1.72% 3
2020
Q4 		$3.77M Sell
89,418
-31,440
-26% -$1.25M 1.3% 6
2020
Q3 		$4.58M Buy
120,858
+3,558
+3% +$131K 1.75% 3
2020
Q2 		$3.95M Buy
117,300
+3,174
+3% +$97.6K 1.74% 4
2020
Q1 		$3.52M Buy
114,126
+76,848
+206% +$2.3M 1.59% 5
2019
Q4 		$1.17M Buy
+37,278
New +$1.08M 1.11% 11

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

Emerald Advisors's VUG Position: Q1 2026 in Review

Emerald Advisors reduced its Vanguard Growth ETF (VUG) stake by 1.1% in Q1 2026, selling an estimated $87.8K and leaving 101,454 shares worth $7.39M. The position accounts for 0.91% of the portfolio, ranked #6.

Emerald Advisors first reported a position in VUG in Q4 2019 and has held it in 26 quarters since. The position peaked at $9.12M in Q3 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Emerald Advisors held 101,454 shares of Vanguard Growth ETF worth $7.39M as of Q1 2026.
  • Emerald Advisors sold 1,128 Vanguard Growth ETF shares in Q1 2026, an estimated $87.8K.
  • Vanguard Growth ETF made up 0.91% of Emerald Advisors's portfolio in Q1 2026, its #6 holding.
  • Emerald Advisors first reported a position in Vanguard Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Emerald Advisors's Vanguard Growth ETF position peaked at $9.12M in Q3 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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