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

Gibbs 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 		$873K Buy
11,988
+8,976
+298% +$698K 0.11% 174
2025
Q4 		$246K Buy
+3,012
New +$244K 0.06% 301
2025
Q3 		– Sell
-7,092
Closed -$518K – 383
2025
Q2 		$518K Buy
+7,092
New +$467K 0.1% 222
2025
Q1 		– Sell
-5,784
Closed -$396K – 319
2024
Q4 		$396K Buy
+5,784
New +$389K 0.11% 198

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

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

Gibbs Wealth Management increased its Vanguard Growth ETF (VUG) stake by 298% in Q1 2026, buying an estimated $698K and bringing the position to 11,988 shares worth $873K. The position accounts for 0.11% of the portfolio, ranked #174.

Gibbs Wealth Management first reported a position in VUG in Q4 2024 and has held it in 4 quarters since. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Gibbs Wealth Management held 11,988 shares of Vanguard Growth ETF worth $873K as of Q1 2026.
  • Gibbs Wealth Management bought 8,976 Vanguard Growth ETF shares in Q1 2026, an estimated $698K.
  • Vanguard Growth ETF made up 0.11% of Gibbs Wealth Management's portfolio in Q1 2026, its #174 holding.
  • Gibbs Wealth Management first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 4 quarters since.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.