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Fort Sheridan Advisors’s Vanguard Growth ETF VUG Stock Holding History

Fort Sheridan 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 		$2.71M Buy
37,272
+2,874
+8% +$224K 0.33% 58
2025
Q4 		$2.8M Buy
34,398
+582
+2% +$47.2K 0.36% 49
2025
Q3 		$2.7M Buy
33,816
+4,236
+14% +$324K 0.35% 49
2025
Q2 		$2.16M Buy
29,580
+6,294
+27% +$414K 0.31% 62
2025
Q1 		$1.44M Buy
23,286
+1,026
+5% +$69.2K 0.22% 75
2024
Q4 		$1.52M Buy
22,260
+42
+0.2% +$2.82K 0.22% 79
2024
Q3 		$1.42M Buy
22,218
+378
+2% +$23.4K 0.22% 77
2024
Q2 		$1.36M Buy
21,840
+1,164
+6% +$67.9K 0.22% 78
2024
Q1 		$1.19M Sell
20,676
-498
-2% -$27.4K 0.22% 78
2023
Q4 		$1.1M Buy
21,174
+2,268
+12% +$109K 0.22% 74
2023
Q3 		$858K Sell
18,906
-180
-0.9% -$8.5K 0.19% 87
2023
Q2 		$900K Buy
19,086
+36
+0.2% +$1.56K 0.21% 82
2023
Q1 		$792K Buy
19,050
+3,006
+19% +$117K 0.2% 86
2022
Q4 		$570K Buy
16,044
+888
+6% +$32.7K 0.19% 98
2022
Q3 		$540K Buy
15,156
+408
+3% +$16.4K 0.18% 97
2022
Q2 		$548K Buy
14,748
+426
+3% +$17.5K 0.18% 94
2022
Q1 		$687K Buy
14,322
+456
+3% +$21.6K 0.2% 86
2021
Q4 		$742K Buy
13,866
+372
+3% +$19.4K 0.21% 78
2021
Q3 		$653K Sell
13,494
-378
-3% -$18.8K 0.21% 85
2021
Q2 		$663K Buy
13,872
+162
+1% +$7.36K 0.22% 81
2021
Q1 		$587K Buy
13,710
+5,598
+69% +$239K 0.23% 70
2020
Q4 		$342K Buy
8,112
+318
+4% +$12.7K 0.17% 85
2020
Q3 		$296K Sell
7,794
-138
-2% -$5.09K 0.18% 78
2020
Q2 		$267K Sell
7,932
-1,080
-12% -$33.2K 0.16% 79
2020
Q1 		$235K Sell
9,012
-36
-0.4% -$1.08K 0.17% 70
2019
Q4 		$275K Buy
+9,048
New +$261K 0.15% 85

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

Fort Sheridan Advisors's VUG Position: Q1 2026 in Review

Fort Sheridan Advisors increased its Vanguard Growth ETF (VUG) stake by 8.4% in Q1 2026, buying an estimated $224K and bringing the position to 37,272 shares worth $2.71M. The position accounts for 0.33% of the portfolio, ranked #58.

Fort Sheridan Advisors first reported a position in VUG in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.8M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Fort Sheridan Advisors held 37,272 shares of Vanguard Growth ETF worth $2.71M as of Q1 2026.
  • Fort Sheridan Advisors bought 2,874 Vanguard Growth ETF shares in Q1 2026, an estimated $224K.
  • Vanguard Growth ETF made up 0.33% of Fort Sheridan Advisors's portfolio in Q1 2026, its #58 holding.
  • Fort Sheridan Advisors first reported a position in Vanguard Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Fort Sheridan Advisors's Vanguard Growth ETF position peaked at $2.8M in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Fort Sheridan Advisors's 13F filing for Q1 2026, filed 6 May 2026.