Five Pine Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Five Pine 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	$14.2M	Sell	194,520 -1,494	-0.8%	-$116K	8.8%	3
2025 Q4	$15.9M	Sell	196,014 -3,786	-2%	-$307K	10.22%	3
2025 Q3	$16M	Sell	199,800 -12,132	-6%	-$927K	10.79%	3
2025 Q2	$15.5M	Buy	211,932 +2,826	+1%	+$186K	11.47%	3
2025 Q1	$12.9M	Buy	209,106 +19,506	+10%	+$1.32M	10.52%	3
2024 Q4	$13M	Buy	+189,600	New	+$12.7M	10.93%	3

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

Five Pine Wealth Management's VUG Position: Q1 2026 in Review

Five Pine Wealth Management reduced its Vanguard Growth ETF (VUG) stake by 0.76% in Q1 2026, selling an estimated $116K and leaving 194,520 shares worth $14.2M. The position accounts for 8.8% of the portfolio, ranked #3.

Five Pine Wealth Management first reported a position in VUG in Q4 2024 and has held it in 6 quarters since. The position peaked at $16M in Q3 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Five Pine Wealth Management held 194,520 shares of Vanguard Growth ETF worth $14.2M as of Q1 2026.
Five Pine Wealth Management sold 1,494 Vanguard Growth ETF shares in Q1 2026, an estimated $116K.
Vanguard Growth ETF made up 8.8% of Five Pine Wealth Management's portfolio in Q1 2026, its #3 holding.
Five Pine Wealth Management first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 6 quarters since.
Five Pine Wealth Management's Vanguard Growth ETF position peaked at $16M in Q3 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Five Pine Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.