Etesian Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

Etesian Wealth 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	$272K	Buy	3,738 +24	+0.6%	+$1.87K	0.09%	119
2025 Q4	$302K	Hold	3,714	–	–	0.09%	113
2025 Q3	$297K	Sell	3,714 -354	-9%	-$27.1K	0.1%	114
2025 Q2	$297K	Hold	4,068	–	–	0.11%	113
2025 Q1	$251K	Sell	4,068 -6	-0.1%	-$405	0.11%	127
2024 Q4	$279K	Buy	+4,074	New	+$274K	0.12%	127

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

Etesian Wealth Advisors's VUG Position: Q1 2026 in Review

Etesian Wealth Advisors increased its Vanguard Growth ETF (VUG) stake by 0.65% in Q1 2026, buying an estimated $1.87K and bringing the position to 3,738 shares worth $272K. The position accounts for 0.09% of the portfolio, ranked #119.

Etesian Wealth Advisors first reported a position in VUG in Q4 2024 and has held it in 6 quarters since. The position peaked at $302K in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Etesian Wealth Advisors held 3,738 shares of Vanguard Growth ETF worth $272K as of Q1 2026.
Etesian Wealth Advisors bought 24 Vanguard Growth ETF shares in Q1 2026, an estimated $1.87K.
Vanguard Growth ETF made up 0.09% of Etesian Wealth Advisors's portfolio in Q1 2026, its #119 holding.
Etesian Wealth Advisors first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 6 quarters since.
Etesian Wealth Advisors's Vanguard Growth ETF position peaked at $302K in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Etesian Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.