Gibbs Wealth Management’s Vanguard Morningstar 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Gibbs Wealth Management increased its Vanguard Morningstar 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. 2,744 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Gibbs Wealth Management held 11,988 shares of Vanguard Morningstar Growth ETF worth $873K as of Q1 2026.
Gibbs Wealth Management bought 8,976 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $698K.
Vanguard Morningstar 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 Morningstar Growth ETF in Q4 2024 and has held it in 4 quarters since.
2,744 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

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