Fusion Family Wealth’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 | $1.68M | Hold |
23,064
| – | – | 0.13% | 22 |
|
|
2025
Q4 | $1.88M | Hold |
23,064
| – | – | 0.14% | 22 |
|
|
2025
Q3 | $1.84M | Sell |
23,064
-30
| -0.1% | -$2.29K | 0.14% | 23 |
|
|
2025
Q2 | $1.69M | Sell |
23,094
-2,070
| -8% | -$136K | 0.14% | 23 |
|
|
2025
Q1 | $1.56M | Hold |
25,164
| – | – | 0.14% | 23 |
|
|
2024
Q4 | $1.72M | Hold |
25,164
| – | – | 0.16% | 21 |
|
|
2024
Q3 | $1.61M | Sell |
25,164
-30
| -0.1% | -$1.86K | 0.15% | 23 |
|
|
2024
Q2 | $1.57M | Hold |
25,194
| – | – | 0.16% | 23 |
|
|
2024
Q1 | $1.45M | Buy |
25,194
+2,070
| +9% | +$114K | 0.15% | 23 |
|
|
2023
Q4 | $1.2M | Hold |
23,124
| – | – | 0.14% | 23 |
|
|
2023
Q3 | $1.05M | Hold |
23,124
| – | – | 0.13% | 23 |
|
|
2023
Q2 | $1.09M | Buy |
23,124
+432
| +2% | +$18.7K | 0.13% | 23 |
|
|
2023
Q1 | $943K | Hold |
22,692
| – | – | 0.12% | 23 |
|
|
2022
Q4 | $806K | Sell |
22,692
-1,194
| -5% | -$43.9K | 0.11% | 23 |
|
|
2022
Q3 | $1.16M | Buy |
23,886
+1,194
| +5% | +$48K | 0.17% | 21 |
|
|
2022
Q2 | $843K | Sell |
22,692
-132
| -0.6% | -$5.42K | 0.12% | 21 |
|
|
2022
Q1 | $1.09M | Hold |
22,824
| – | – | 0.15% | 22 |
|
|
2021
Q4 | $1.22M | Sell |
22,824
-1,062
| -4% | -$55.3K | 0.18% | 21 |
|
|
2021
Q3 | $1.16M | Hold |
23,886
| – | – | 0.17% | 21 |
|
|
2021
Q2 | $1.14M | Buy |
23,886
+936
| +4% | +$42.5K | 0.17% | 21 |
|
|
2021
Q1 | $983K | Buy |
22,950
+4,932
| +27% | +$211K | 0.15% | 21 |
|
|
2020
Q4 | $761K | Hold |
18,018
| – | – | 0.13% | 22 |
|
|
2020
Q3 | $684K | Hold |
18,018
| – | – | 0.14% | 24 |
|
|
2020
Q2 | $607K | Hold |
18,018
| – | – | 0.14% | 23 |
|
|
2020
Q1 | $471K | Hold |
18,018
| – | – | 0.13% | 24 |
|
|
2019
Q4 | $547K | Hold |
18,018
| – | – | 0.13% | 25 |
|
|
2019
Q3 | $499K | Hold |
18,018
| – | – | 0.13% | 24 |
|
|
2019
Q2 | $491K | Hold |
18,018
| – | – | 0.12% | 32 |
|
|
2019
Q1 | $471K | Hold |
18,018
| – | – | 0.13% | 26 |
|
|
2018
Q4 | $403K | Sell |
18,018
-510
| -3% | -$12.4K | 0.12% | 46 |
|
|
2018
Q3 | $497K | Hold |
18,528
| – | – | 0.13% | 35 |
|
|
2018
Q2 | $463K | Hold |
18,528
| – | – | 0.13% | 38 |
|
|
2018
Q1 | $438K | Hold |
18,528
| – | – | 0.15% | 33 |
|
|
2017
Q4 | $434K | Hold |
18,528
| – | – | 0.11% | 45 |
|
|
2017
Q3 | $410K | Buy |
18,528
+2,538
| +16% | +$55.2K | 0.14% | 36 |
|
|
2017
Q2 | $337K | Buy |
15,990
+450
| +3% | +$9.43K | 0.12% | 52 |
|
|
2017
Q1 | $315K | Buy |
+15,540
| New | +$307K | 0.12% | 56 |
|
Other funds holding VUG
EWA
Fusion Family Wealth's VUG Position: Q1 2026 in Review
Fusion Family Wealth held its Vanguard Growth ETF (VUG) position steady in Q1 2026 at 23,064 shares worth $1.68M. The position accounts for 0.13% of the portfolio, ranked #22.
Fusion Family Wealth first reported a position in VUG in Q1 2017 and has held it in 37 quarters since. The position peaked at $1.88M in Q4 2025. 2,721 funds tracked by Wall St. Rank hold VUG as of Q1 2026.
- Fusion Family Wealth held 23,064 shares of Vanguard Growth ETF worth $1.68M as of Q1 2026.
- Fusion Family Wealth left its Vanguard Growth ETF share count unchanged in Q1 2026.
- Vanguard Growth ETF made up 0.13% of Fusion Family Wealth's portfolio in Q1 2026, its #22 holding.
- Fusion Family Wealth first reported a position in Vanguard Growth ETF in Q1 2017 and has held it in 37 quarters since.
- Fusion Family Wealth's Vanguard Growth ETF position peaked at $1.88M in Q4 2025.
- 2,721 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.
Based on Fusion Family Wealth's 13F filing for Q1 2026, filed 5 May 2026.