Empirical Asset Management’s Vanguard Growth ETF VUG Stock Holding History

Empirical Asset 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	$929K	Hold	67,614	–	–	0.24%	111
2025 Q4	$1.04M	Buy	67,614 +60	+0.1%	+$4.87K	0.29%	88
2025 Q3	$1.01M	Buy	67,554 +55,536	+462%	+$4.24M	0.28%	92
2025 Q2	$878K	Sell	12,018 -120	-1%	-$7.9K	0.27%	100
2025 Q1	$750K	Buy	12,138 +18	+0.1%	+$1.21K	0.26%	112
2024 Q4	$829K	Hold	12,120	–	–	0.27%	107
2024 Q3	$776K	Hold	12,120	–	–	0.28%	106
2024 Q2	$756K	Buy	12,120 +7,392	+156%	+$431K	0.28%	94
2024 Q1	$271K	Buy	4,728 +72	+2%	+$3.96K	0.13%	213
2023 Q4	$241K	Sell	4,656 -42	-0.9%	-$2.03K	0.2%	156
2023 Q3	$213K	Hold	4,698	–	–	0.19%	152
2023 Q2	$222K	Buy	+4,698	New	+$204K	0.2%	142
2022 Q1	–	Sell	-4,062	Closed	-$217K	–	189
2021 Q4	$217K	Buy	+4,062	New	+$212K	0.21%	140

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

Empirical Asset Management's VUG Position: Q1 2026 in Review

Empirical Asset Management held its Vanguard Growth ETF (VUG) position steady in Q1 2026 at 67,614 shares worth $929K. The position accounts for 0.24% of the portfolio, ranked #111.

Empirical Asset Management first reported a position in VUG in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.04M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Empirical Asset Management held 67,614 shares of Vanguard Growth ETF worth $929K as of Q1 2026.
Empirical Asset Management left its Vanguard Growth ETF share count unchanged in Q1 2026.
Vanguard Growth ETF made up 0.24% of Empirical Asset Management's portfolio in Q1 2026, its #111 holding.
Empirical Asset Management first reported a position in Vanguard Growth ETF in Q4 2021 and has held it in 13 quarters since.
Empirical Asset Management's Vanguard Growth ETF position peaked at $1.04M in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.