FRG Family Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.06M | Buy |
14,508
+720
| +5% | +$56K | 0.17% | 85 |
|
|
2025
Q4 | $1.12M | Hold |
13,788
| – | – | 0.17% | 85 |
|
|
2025
Q3 | $1.1M | Hold |
13,788
| – | – | 0.18% | 82 |
|
|
2025
Q2 | $1.01M | Hold |
13,788
| – | – | 0.18% | 82 |
|
|
2025
Q1 | $852K | Hold |
13,788
| – | – | 0.16% | 88 |
|
|
2024
Q4 | $943K | Hold |
13,788
| – | – | 0.17% | 83 |
|
|
2024
Q3 | $882K | Hold |
13,788
| – | – | 0.16% | 88 |
|
|
2024
Q2 | $794K | Hold |
13,788
| – | – | 0.15% | 88 |
|
|
2024
Q1 | $758K | Hold |
13,788
| – | – | 0.15% | 89 |
|
|
2023
Q4 | $714K | Hold |
13,788
| – | – | 0.14% | 93 |
|
|
2023
Q3 | $626K | Buy |
13,788
+1,746
| +14% | +$82.5K | 0.14% | 94 |
|
|
2023
Q2 | $568K | Hold |
12,042
| – | – | 0.12% | 92 |
|
|
2023
Q1 | $501K | Hold |
12,042
| – | – | 0.11% | 99 |
|
|
2022
Q4 | $428K | Hold |
12,042
| – | – | 0.1% | 107 |
|
|
2022
Q3 | $429K | Buy |
12,042
+1,830
| +18% | +$73.6K | 0.11% | 103 |
|
|
2022
Q2 | $379K | Hold |
10,212
| – | – | 0.09% | 109 |
|
|
2022
Q1 | $489K | Hold |
10,212
| – | – | 0.1% | 107 |
|
|
2021
Q4 | $546K | Sell |
10,212
-810
| -7% | -$42.2K | 0.1% | 103 |
|
|
2021
Q3 | $533K | Hold |
11,022
| – | – | 0.1% | 98 |
|
|
2021
Q2 | $527K | Hold |
11,022
| – | – | 0.1% | 101 |
|
|
2021
Q1 | $472K | Hold |
11,022
| – | – | 0.1% | 98 |
|
|
2020
Q4 | $465K | Hold |
11,022
| – | – | 0.1% | 94 |
|
|
2020
Q3 | $418K | Hold |
11,022
| – | – | 0.1% | 95 |
|
|
2020
Q2 | $371K | Hold |
11,022
| – | – | 0.1% | 97 |
|
|
2020
Q1 | $288K | Hold |
11,022
| – | – | 0.09% | 95 |
|
|
2019
Q4 | $335K | Hold |
11,022
| – | – | 0.08% | 98 |
|
|
2019
Q3 | $305K | Hold |
11,022
| – | – | 0.08% | 105 |
|
|
2019
Q2 | $300K | Hold |
11,022
| – | – | 0.08% | 110 |
|
|
2019
Q1 | $287K | Hold |
11,022
| – | – | 0.08% | 111 |
|
|
2018
Q4 | $247K | Hold |
11,022
| – | – | 0.08% | 114 |
|
|
2018
Q3 | $296K | Sell |
11,022
-258
| -2% | -$6.75K | 0.08% | 129 |
|
|
2018
Q2 | $282K | Buy |
11,280
+258
| +2% | +$6.33K | 0.08% | 133 |
|
|
2018
Q1 | $261K | Hold |
11,022
| – | – | 0.09% | 134 |
|
|
2017
Q4 | $258K | Hold |
11,022
| – | – | 0.08% | 134 |
|
|
2017
Q3 | $244K | Hold |
11,022
| – | – | 0.08% | 132 |
|
|
2017
Q2 | $233K | Hold |
11,022
| – | – | 0.09% | 127 |
|
|
2017
Q1 | $224K | Hold |
11,022
| – | – | 0.09% | 126 |
|
|
2016
Q4 | $205K | Hold |
11,022
| – | – | 0.09% | 126 |
|
|
2016
Q3 | $206K | Buy |
+11,022
| New | +$205K | 0.09% | 124 |
|
Other funds holding VUG
EWA
FRG Family Wealth Advisors's VUG Position: Q1 2026 in Review
FRG Family Wealth Advisors increased its Vanguard Growth ETF (VUG) stake by 5.2% in Q1 2026, buying an estimated $56K and bringing the position to 14,508 shares worth $1.06M. The position accounts for 0.17% of the portfolio, ranked #85.
FRG Family Wealth Advisors first reported a position in VUG in Q3 2016 and has held it in 39 quarters since. The position peaked at $1.12M in Q4 2025. 2,721 funds tracked by Wall St. Rank hold VUG as of Q1 2026.
- FRG Family Wealth Advisors held 14,508 shares of Vanguard Growth ETF worth $1.06M as of Q1 2026.
- FRG Family Wealth Advisors bought 720 Vanguard Growth ETF shares in Q1 2026, an estimated $56K.
- Vanguard Growth ETF made up 0.17% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #85 holding.
- FRG Family Wealth Advisors first reported a position in Vanguard Growth ETF in Q3 2016 and has held it in 39 quarters since.
- FRG Family Wealth Advisors's Vanguard Growth ETF position peaked at $1.12M in Q4 2025.
- 2,721 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.
Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.