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Garden State Investment Advisory Services’s Vanguard Growth ETF VUG Stock Holding History

Garden State Investment Advisory Services’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 		$212K Hold
2,910
– – 0.05% 279
2025
Q4 		$237K Hold
2,910
– – 0.05% 266
2025
Q3 		$233K Hold
2,910
– – 0.05% 262
2025
Q2 		$213K Buy
+2,910
New +$192K 0.05% 270

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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

Garden State Investment Advisory Services's VUG Position: Q1 2026 in Review

Garden State Investment Advisory Services held its Vanguard Growth ETF (VUG) position steady in Q1 2026 at 2,910 shares worth $212K. The position accounts for 0.05% of the portfolio, ranked #279.

Garden State Investment Advisory Services first reported a position in VUG in Q2 2025 and has held it in 4 quarters since. The position peaked at $237K in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Garden State Investment Advisory Services held 2,910 shares of Vanguard Growth ETF worth $212K as of Q1 2026.
  • Garden State Investment Advisory Services left its Vanguard Growth ETF share count unchanged in Q1 2026.
  • Vanguard Growth ETF made up 0.05% of Garden State Investment Advisory Services's portfolio in Q1 2026, its #279 holding.
  • Garden State Investment Advisory Services first reported a position in Vanguard Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • Garden State Investment Advisory Services's Vanguard Growth ETF position peaked at $237K in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.