GWM
VUG icon

GDS Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

GDS Wealth Management’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 		$676K Buy
9,282
+3,726
+67% +$290K 0.04% 106
2025
Q4 		$452K Buy
+5,556
New +$451K 0.03% 130
2025
Q1 		– Sell
-3,702
Closed -$253K – 185
2024
Q4 		$253K Buy
+3,702
New +$249K 0.02% 148

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

GDS Wealth Management's VUG Position: Q1 2026 in Review

GDS Wealth Management increased its Vanguard Growth ETF (VUG) stake by 67% in Q1 2026, buying an estimated $290K and bringing the position to 9,282 shares worth $676K. The position accounts for 0.04% of the portfolio, ranked #106.

GDS Wealth Management first reported a position in VUG in Q4 2024 and has held it in 3 quarters since. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • GDS Wealth Management held 9,282 shares of Vanguard Growth ETF worth $676K as of Q1 2026.
  • GDS Wealth Management bought 3,726 Vanguard Growth ETF shares in Q1 2026, an estimated $290K.
  • Vanguard Growth ETF made up 0.04% of GDS Wealth Management's portfolio in Q1 2026, its #106 holding.
  • GDS Wealth Management first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 3 quarters since.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on GDS Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.