FourThought Financial Partners’s Vanguard Growth ETF VUG Stock Holding History

FourThought Financial 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	$438K	Sell	6,018 -804	-12%	-$62.5K	0.04%	203
2025 Q4	$555K	Buy	6,822 +810	+13%	+$65.7K	0.05%	197
2025 Q3	$481K	Sell	6,012 -504	-8%	-$38.5K	0.04%	198
2025 Q2	$476K	Sell	6,516 -252	-4%	-$16.6K	0.05%	187
2025 Q1	$418K	Buy	6,768 +894	+15%	+$60.3K	0.04%	200
2024 Q4	$402K	Sell	5,874 -6	-0.1%	-$403	0.04%	214
2024 Q3	$376K	Buy	5,880 +450	+8%	+$27.9K	0.04%	151
2024 Q2	$338K	Buy	5,430 +264	+5%	+$15.4K	0.04%	158
2024 Q1	$296K	Buy	5,166 +162	+3%	+$8.91K	0.03%	252
2023 Q4	$259K	Hold	5,004	–	–	0.03%	269
2023 Q3	$227K	Buy	5,004 +6	+0.1%	+$283	0.03%	286
2023 Q2	$236K	Hold	4,998	–	–	0.03%	293
2023 Q1	$208K	Buy	+4,998	New	+$194K	0.03%	304

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

FourThought Financial Partners's VUG Position: Q1 2026 in Review

FourThought Financial Partners reduced its Vanguard Growth ETF (VUG) stake by 12% in Q1 2026, selling an estimated $62.5K and leaving 6,018 shares worth $438K. The position accounts for 0.04% of the portfolio, ranked #203.

FourThought Financial Partners first reported a position in VUG in Q1 2023 and has held it in 13 quarters since. The position peaked at $555K in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

FourThought Financial Partners held 6,018 shares of Vanguard Growth ETF worth $438K as of Q1 2026.
FourThought Financial Partners sold 804 Vanguard Growth ETF shares in Q1 2026, an estimated $62.5K.
Vanguard Growth ETF made up 0.04% of FourThought Financial Partners's portfolio in Q1 2026, its #203 holding.
FourThought Financial Partners first reported a position in Vanguard Growth ETF in Q1 2023 and has held it in 13 quarters since.
FourThought Financial Partners's Vanguard Growth ETF position peaked at $555K in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.