EWM
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Endowment Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Endowment Wealth 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 		$226K Buy
3,108
+96
+3% +$7.47K 0.1% 146
2025
Q4 		$245K Sell
3,012
-16,128
-84% -$1.31M 0.11% 130
2025
Q3 		$1.53M Buy
19,140
+3,024
+19% +$231K 0.69% 40
2025
Q2 		$1.18M Buy
16,116
+1,044
+7% +$68.7K 0.61% 44
2025
Q1 		$932K Sell
15,072
-4,068
-21% -$274K 0.6% 47
2024
Q4 		$1.31M Sell
19,140
-1,956
-9% -$131K 0.88% 32
2024
Q3 		$1.35M Buy
21,096
+2,964
+16% +$184K 0.89% 32
2024
Q2 		$1.13M Sell
18,132
-900
-5% -$52.5K 0.82% 34
2024
Q1 		$1.09M Buy
19,032
+11,742
+161% +$646K 0.82% 31
2023
Q4 		$378K Sell
7,290
-498
-6% -$24K 0.31% 71
2023
Q3 		$354K Sell
7,788
-114
-1% -$5.38K 0.32% 81
2023
Q2 		$373K Sell
7,902
-270
-3% -$11.7K 0.34% 78
2023
Q1 		$340K Buy
8,172
+108
+1% +$4.2K 0.34% 72
2022
Q4 		$286K Hold
8,064
– – 0.32% 77
2022
Q3 		$287K Buy
8,064
+36
+0.4% +$1.45K 0.35% 75
2022
Q2 		$298K Buy
8,028
+708
+10% +$29.1K 0.36% 73
2022
Q1 		$351K Sell
7,320
-906
-11% -$42.9K 0.37% 69
2021
Q4 		$440K Buy
+8,226
New +$429K 0.44% 48

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

Endowment Wealth Management's VUG Position: Q1 2026 in Review

Endowment Wealth Management increased its Vanguard Growth ETF (VUG) stake by 3.2% in Q1 2026, buying an estimated $7.47K and bringing the position to 3,108 shares worth $226K. The position accounts for 0.1% of the portfolio, ranked #146.

Endowment Wealth Management first reported a position in VUG in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.53M in Q3 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Endowment Wealth Management held 3,108 shares of Vanguard Growth ETF worth $226K as of Q1 2026.
  • Endowment Wealth Management bought 96 Vanguard Growth ETF shares in Q1 2026, an estimated $7.47K.
  • Vanguard Growth ETF made up 0.1% of Endowment Wealth Management's portfolio in Q1 2026, its #146 holding.
  • Endowment Wealth Management first reported a position in Vanguard Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Endowment Wealth Management's Vanguard Growth ETF position peaked at $1.53M in Q3 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Endowment Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.