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Estate Counselors’s Vanguard Growth ETF VUG Stock Holding History

Estate Counselors’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
-85,146
Closed -$6.92M – 121
2025
Q4 		$6.92M Sell
85,146
-3,108
-4% -$252K 0.58% 26
2025
Q3 		$7.05M Buy
88,254
+6,390
+8% +$488K 0.61% 25
2025
Q2 		$5.98M Buy
81,864
+53,340
+187% +$3.51M 0.59% 23
2025
Q1 		$1.76M Sell
28,524
-86,298
-75% -$5.82M 0.18% 56
2024
Q4 		$7.85M Buy
114,822
+2,658
+2% +$179K 0.84% 19
2024
Q3 		$7.18M Buy
112,164
+11,844
+12% +$734K 0.74% 20
2024
Q2 		$6.25M Buy
100,320
+10,152
+11% +$592K 0.68% 22
2024
Q1 		$5.17M Sell
90,168
-687,102
-88% -$37.8M 0.59% 14
2023
Q4 		$40.3M Buy
777,270
+442,800
+132% +$21.4M 4.97% 4
2023
Q3 		$15.2M Buy
334,470
+7,440
+2% +$351K 2.02% 17
2023
Q2 		$15.4M Buy
327,030
+304,110
+1,327% +$13.2M 1.95% 19
2023
Q1 		$953K Sell
22,920
-69,390
-75% -$2.7M 0.13% 102
2022
Q4 		$3.28M Sell
92,310
-136,950
-60% -$5.04M 0.46% 54
2022
Q3 		$8.18M Sell
229,260
-32,370
-12% -$1.3M 1.26% 24
2022
Q2 		$9.72M Buy
261,630
+241,170
+1,179% +$9.91M 1.45% 23
2022
Q1 		$980K Sell
20,460
-256,920
-93% -$12.2M 0.13% 95
2021
Q4 		$14.8M Buy
277,380
+4,290
+2% +$223K 1.8% 17
2021
Q3 		$13.2M Buy
+273,090
New +$13.6M 1.65% 19
2021
Q2 		– Sell
-31,200
Closed -$1.34M – 174
2021
Q1 		$1.34M Buy
31,200
+10,800
+53% +$462K 0.2% 64
2020
Q4 		$861K Buy
+20,400
New +$814K 0.13% 83
2020
Q2 		– Sell
-83,100
Closed -$2.17M – 170
2020
Q1 		$2.17M Hold
83,100
– – 0.36% 58
2019
Q4 		$2.52M Hold
83,100
– – 0.37% 58
2019
Q3 		$2.3M Buy
83,100
+49,800
+150% +$1.38M 0.35% 57
2019
Q2 		$907K Buy
+33,300
New +$889K 0.14% 58
2015
Q1 		– Sell
-55,380
Closed -$964K – 63
2014
Q4 		$964K Buy
+55,380
New +$942K 0.34% 37

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

Estate Counselors's VUG Position: Q1 2026 in Review

Estate Counselors sold out of Vanguard Growth ETF (VUG) in Q1 2026, closing a stake of 85,146 shares — an estimated $6.92M sold.

Estate Counselors first reported a position in VUG in Q4 2014 and held it in 25 quarters. The position peaked at $40.3M in Q4 2023. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Estate Counselors reported no remaining Vanguard Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Counselors sold 85,146 Vanguard Growth ETF shares in Q1 2026, an estimated $6.92M.
  • Estate Counselors first reported a position in Vanguard Growth ETF in Q4 2014 and held it in 25 quarters.
  • Estate Counselors's Vanguard Growth ETF position peaked at $40.3M in Q4 2023.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Estate Counselors's 13F filing for Q1 2026, filed 15 May 2026.