Fourth Dimension Wealth’s Vanguard Growth ETF VUG Stock Holding History

Fourth Dimension Wealth’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	$5.35M	Sell	73,446 -11,184	-13%	-$870K	2.03%	13
2025 Q4	$6.88M	Sell	84,630 -438	-0.5%	-$35.5K	2.51%	8
2025 Q3	$6.8M	Sell	85,068 -7,152	-8%	-$547K	2.59%	8
2025 Q2	$6.74M	Sell	92,220 -32,004	-26%	-$2.11M	2.85%	8
2025 Q1	$7.68M	Sell	124,224 -162	-0.1%	-$10.9K	3.71%	5
2024 Q4	$8.51M	Buy	+124,386	New	+$8.36M	4.44%	4

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

Fourth Dimension Wealth's VUG Position: Q1 2026 in Review

Fourth Dimension Wealth reduced its Vanguard Growth ETF (VUG) stake by 13% in Q1 2026, selling an estimated $870K and leaving 73,446 shares worth $5.35M. The position accounts for 2.03% of the portfolio, ranked #13.

Fourth Dimension Wealth first reported a position in VUG in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.51M in Q4 2024. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Fourth Dimension Wealth held 73,446 shares of Vanguard Growth ETF worth $5.35M as of Q1 2026.
Fourth Dimension Wealth sold 11,184 Vanguard Growth ETF shares in Q1 2026, an estimated $870K.
Vanguard Growth ETF made up 2.03% of Fourth Dimension Wealth's portfolio in Q1 2026, its #13 holding.
Fourth Dimension Wealth first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 6 quarters since.
Fourth Dimension Wealth's Vanguard Growth ETF position peaked at $8.51M in Q4 2024.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.