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Fortress Private Ledger’s Vanguard Growth ETF VUG Stock Holding History

Fortress Private Ledger’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 		$371K Buy
5,094
+522
+11% +$40.6K 0.12% 161
2025
Q4 		$372K Hold
4,572
– – 0.12% 143
2025
Q3 		$365K Buy
4,572
+492
+12% +$37.6K 0.13% 139
2025
Q2 		$298K Sell
4,080
-444
-10% -$29.2K 0.14% 145
2025
Q1 		$280K Buy
4,524
+528
+13% +$35.6K 0.16% 134
2024
Q4 		$273K Buy
+3,996
New +$268K 0.17% 109

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

Fortress Private Ledger's VUG Position: Q1 2026 in Review

Fortress Private Ledger increased its Vanguard Growth ETF (VUG) stake by 11% in Q1 2026, buying an estimated $40.6K and bringing the position to 5,094 shares worth $371K. The position accounts for 0.12% of the portfolio, ranked #161.

Fortress Private Ledger first reported a position in VUG in Q4 2024 and has held it in 6 quarters since. The position peaked at $372K in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Fortress Private Ledger held 5,094 shares of Vanguard Growth ETF worth $371K as of Q1 2026.
  • Fortress Private Ledger bought 522 Vanguard Growth ETF shares in Q1 2026, an estimated $40.6K.
  • Vanguard Growth ETF made up 0.12% of Fortress Private Ledger's portfolio in Q1 2026, its #161 holding.
  • Fortress Private Ledger first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Fortress Private Ledger's Vanguard Growth ETF position peaked at $372K in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Fortress Private Ledger's 13F filing for Q1 2026, filed 13 May 2026.