GGS
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Galvin Gaustad & Stein’s Vanguard Growth ETF VUG Stock Holding History

Galvin Gaustad & Stein’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 		$669K Sell
9,192
-36
-0.4% -$2.8K 0.05% 151
2025
Q4 		$750K Sell
9,228
-3,240
-26% -$263K 0.06% 139
2025
Q3 		$997K Buy
12,468
+942
+8% +$72K 0.08% 108
2025
Q2 		$842K Sell
11,526
-798
-6% -$52.5K 0.07% 109
2025
Q1 		$762K Sell
12,324
-1,740
-12% -$117K 0.07% 105
2024
Q4 		$962K Sell
14,064
-2,706
-16% -$182K 0.09% 99
2024
Q3 		$1.07M Buy
16,770
+1,722
+11% +$107K 0.1% 91
2024
Q2 		$938K Buy
15,048
+8,100
+117% +$472K 0.09% 93
2024
Q1 		$399K Sell
6,948
-90
-1% -$4.95K 0.04% 141
2023
Q4 		$365K Hold
7,038
– – 0.03% 141
2023
Q3 		$319K Hold
7,038
– – 0.03% 144
2023
Q2 		$332K Hold
7,038
– – 0.03% 138
2023
Q1 		$293K Hold
7,038
– – 0.03% 143
2022
Q4 		$250K Sell
7,038
-900
-11% -$33.1K 0.03% 144
2022
Q3 		$283K Sell
7,938
-138
-2% -$5.55K 0.03% 136
2022
Q2 		$300K Sell
8,076
-390
-5% -$16K 0.03% 138
2022
Q1 		$406K Sell
8,466
-30
-0.4% -$1.42K 0.04% 132
2021
Q4 		$454K Hold
8,496
– – 0.04% 131
2021
Q3 		$411K Sell
8,496
-1,500
-15% -$74.6K 0.04% 136
2021
Q2 		$478K Sell
9,996
-180
-2% -$8.17K 0.05% 136
2021
Q1 		$436K Sell
10,176
-594
-6% -$25.4K 0.04% 138
2020
Q4 		$455K Buy
+10,770
New +$430K 0.05% 135

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Galvin Gaustad & Stein's VUG Position: Q1 2026 in Review

Galvin Gaustad & Stein reduced its Vanguard Growth ETF (VUG) stake by 0.39% in Q1 2026, selling an estimated $2.8K and leaving 9,192 shares worth $669K. The position accounts for 0.05% of the portfolio, ranked #151.

Galvin Gaustad & Stein first reported a position in VUG in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.07M in Q3 2024. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Galvin Gaustad & Stein held 9,192 shares of Vanguard Growth ETF worth $669K as of Q1 2026.
  • Galvin Gaustad & Stein sold 36 Vanguard Growth ETF shares in Q1 2026, an estimated $2.8K.
  • Vanguard Growth ETF made up 0.05% of Galvin Gaustad & Stein's portfolio in Q1 2026, its #151 holding.
  • Galvin Gaustad & Stein first reported a position in Vanguard Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Galvin Gaustad & Stein's Vanguard Growth ETF position peaked at $1.07M in Q3 2024.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.