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Financial Management Network’s Vanguard Growth ETF VUG Stock Holding History

Financial Management Network’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 		$547K Sell
7,146
-228
-3% -$17.7K 0.08% 119
2025
Q4 		$598K Sell
7,374
-72
-1% -$5.84K 0.09% 113
2025
Q3 		$602K Buy
7,446
+504
+7% +$38.5K 0.1% 111
2025
Q2 		$511K Hold
6,942
– – 0.09% 118
2025
Q1 		$387K Buy
6,942
+240
+4% +$16.2K 0.09% 118
2024
Q4 		$465K Buy
6,702
+126
+2% +$8.46K 0.1% 114
2024
Q3 		$420K Sell
6,576
-366
-5% -$22.7K 0.09% 123
2024
Q2 		$448K Buy
6,942
+90
+1% +$5.25K 0.11% 107
2024
Q1 		$386K Buy
6,852
+72
+1% +$3.96K 0.1% 116
2023
Q4 		$340K Sell
6,780
-90
-1% -$4.34K 0.1% 108
2023
Q3 		$313K Sell
6,870
-678
-9% -$32K 0.1% 114
2023
Q2 		$356K Buy
7,548
+1,302
+21% +$56.5K 0.12% 106
2023
Q1 		$259K Sell
6,246
-234
-4% -$9.1K 0.1% 114
2022
Q4 		$230K Sell
6,480
-1,116
-15% -$41.1K 0.1% 125
2022
Q3 		$286K Buy
7,596
+72
+1% +$2.89K 0.14% 109
2022
Q2 		$282K Hold
7,524
– – 0.15% 104
2022
Q1 		$368K Buy
7,524
+6
+0.1% +$284 0.19% 84
2021
Q4 		$400K Hold
7,518
– – 0.18% 91
2021
Q3 		$360K Hold
7,518
– – 0.18% 91
2021
Q2 		$364K Sell
7,518
-2,454
-25% -$111K 0.19% 91
2021
Q1 		$454K Sell
9,972
-102
-1% -$4.36K 0.24% 81
2020
Q4 		$435K Buy
+10,074
New +$402K 0.27% 70

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

Financial Management Network's VUG Position: Q1 2026 in Review

Financial Management Network reduced its Vanguard Growth ETF (VUG) stake by 3.1% in Q1 2026, selling an estimated $17.7K and leaving 7,146 shares worth $547K. The position accounts for 0.08% of the portfolio, ranked #119.

Financial Management Network first reported a position in VUG in Q4 2020 and has held it in 22 quarters since. The position peaked at $602K in Q3 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Financial Management Network held 7,146 shares of Vanguard Growth ETF worth $547K as of Q1 2026.
  • Financial Management Network sold 228 Vanguard Growth ETF shares in Q1 2026, an estimated $17.7K.
  • Vanguard Growth ETF made up 0.08% of Financial Management Network's portfolio in Q1 2026, its #119 holding.
  • Financial Management Network first reported a position in Vanguard Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Financial Management Network's Vanguard Growth ETF position peaked at $602K in Q3 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Financial Management Network's 13F filing for Q1 2026, filed 17 Apr 2026.