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Essential Planning’s Vanguard Growth ETF VUG Stock Holding History

Essential Planning’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 		– Sell
-3,354
Closed -$273K – 92
2025
Q4 		$273K Hold
3,354
– – 0.09% 83
2025
Q3 		$268K Sell
3,354
-282
-8% -$21.5K 0.09% 77
2025
Q2 		$266K Buy
3,636
+282
+8% +$18.6K 0.1% 72
2025
Q1 		$207K Sell
3,354
-214,656
-98% -$14.5M 0.08% 79
2024
Q4 		$14.6M Buy
218,010
+214,656
+6,400% +$14.4M 0.1% 68
2024
Q3 		$215K Hold
3,354
– – 0.09% 79
2024
Q2 		$209K Buy
+3,354
New +$196K 0.09% 68

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

Essential Planning's VUG Position: Q1 2026 in Review

Essential Planning sold out of Vanguard Growth ETF (VUG) in Q1 2026, closing a stake of 3,354 shares — an estimated $273K sold.

Essential Planning first reported a position in VUG in Q2 2024 and held it in 7 quarters. The position peaked at $14.6M in Q4 2024. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Essential Planning reported no remaining Vanguard Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Essential Planning sold 3,354 Vanguard Growth ETF shares in Q1 2026, an estimated $273K.
  • Essential Planning first reported a position in Vanguard Growth ETF in Q2 2024 and held it in 7 quarters.
  • Essential Planning's Vanguard Growth ETF position peaked at $14.6M in Q4 2024.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Essential Planning's 13F filing for Q1 2026, filed 23 Apr 2026.