Gen-Wealth Partners’s Vanguard Growth ETF VUG Stock Holding History

Gen-Wealth Partners’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	$285K	Hold	3,918	–	–	0.09%	214
2025 Q4	$318K	Buy	3,918 +36	+0.9%	+$2.92K	0.1%	206
2025 Q3	$310K	Buy	3,882 +24	+0.6%	+$1.83K	0.1%	196
2025 Q2	$282K	Buy	3,858 +462	+14%	+$30.4K	0.11%	179
2025 Q1	$210K	Sell	3,396 -84	-2%	-$5.66K	0.09%	204
2024 Q4	$238K	Buy	3,480 +114	+3%	+$7.66K	0.1%	192
2024 Q3	$221K	Buy	3,366 +3,138	+1,376%	+$195K	0.1%	207
2024 Q2	$14.2K	Hold	228	–	–	0.01%	445
2024 Q1	$13.1K	Buy	+228	New	+$12.5K	0.01%	440

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Gen-Wealth Partners's VUG Position: Q1 2026 in Review

Gen-Wealth Partners held its Vanguard Growth ETF (VUG) position steady in Q1 2026 at 3,918 shares worth $285K. The position accounts for 0.09% of the portfolio, ranked #214.

Gen-Wealth Partners first reported a position in VUG in Q1 2024 and has held it in 9 quarters since. The position peaked at $318K in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Gen-Wealth Partners held 3,918 shares of Vanguard Growth ETF worth $285K as of Q1 2026.
Gen-Wealth Partners left its Vanguard Growth ETF share count unchanged in Q1 2026.
Vanguard Growth ETF made up 0.09% of Gen-Wealth Partners's portfolio in Q1 2026, its #214 holding.
Gen-Wealth Partners first reported a position in Vanguard Growth ETF in Q1 2024 and has held it in 9 quarters since.
Gen-Wealth Partners's Vanguard Growth ETF position peaked at $318K in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.