Founders Grove Wealth Partners’s Vanguard Growth ETF VUG Stock Holding History

Founders Grove Wealth Partners’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	$19.3M	Buy	264,852 +2,586	+1%	+$201K	4.38%	3
2025 Q4	$21.3M	Sell	262,266 -6,258	-2%	-$508K	4.8%	3
2025 Q3	$21.5M	Sell	268,524 -16,170	-6%	-$1.24M	5.04%	3
2025 Q2	$20.8M	Buy	284,694 +14,748	+5%	+$971K	5.22%	3
2025 Q1	$16.7M	Buy	269,946 +12,756	+5%	+$860K	4.65%	4
2024 Q4	$17.6M	Buy	+257,190	New	+$17.3M	5.09%	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

Founders Grove Wealth Partners's VUG Position: Q1 2026 in Review

Founders Grove Wealth Partners increased its Vanguard Growth ETF (VUG) stake by 0.99% in Q1 2026, buying an estimated $201K and bringing the position to 264,852 shares worth $19.3M. The position accounts for 4.38% of the portfolio, ranked #3.

Founders Grove Wealth Partners first reported a position in VUG in Q4 2024 and has held it in 6 quarters since. The position peaked at $21.5M in Q3 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Founders Grove Wealth Partners held 264,852 shares of Vanguard Growth ETF worth $19.3M as of Q1 2026.
Founders Grove Wealth Partners bought 2,586 Vanguard Growth ETF shares in Q1 2026, an estimated $201K.
Vanguard Growth ETF made up 4.38% of Founders Grove Wealth Partners's portfolio in Q1 2026, its #3 holding.
Founders Grove Wealth Partners first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 6 quarters since.
Founders Grove Wealth Partners's Vanguard Growth ETF position peaked at $21.5M in Q3 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q1 2026, filed 15 Apr 2026.