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Gilbert & Cook’s Vanguard Growth ETF VUG Stock Holding History

Gilbert & Cook’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 		$1.2M Sell
16,434
-216
-1% -$16.8K 0.15% 62
2025
Q4 		$1.35M Sell
16,650
-60
-0.4% -$4.87K 0.17% 57
2025
Q3 		$1.34M Buy
16,710
+10,428
+166% +$797K 0.17% 60
2025
Q2 		$459K Sell
6,282
-1,086
-15% -$71.5K 0.06% 150
2025
Q1 		$455K Sell
7,368
-492
-6% -$33.2K 0.07% 143
2024
Q4 		$538K Sell
7,860
-1,650
-17% -$111K 0.08% 129
2024
Q3 		$609K Sell
9,510
-672
-7% -$41.7K 0.08% 111
2024
Q2 		$635K Sell
10,182
-15,960
-61% -$931K 0.09% 96
2024
Q1 		$1.5M Buy
+26,142
New +$1.44M 0.2% 44
2023
Q3 		– Sell
-4,320
Closed -$204K – 244
2023
Q2 		$204K Buy
+4,320
New +$187K 0.03% 215

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

Gilbert & Cook's VUG Position: Q1 2026 in Review

Gilbert & Cook reduced its Vanguard Growth ETF (VUG) stake by 1.3% in Q1 2026, selling an estimated $16.8K and leaving 16,434 shares worth $1.2M. The position accounts for 0.15% of the portfolio, ranked #62.

Gilbert & Cook first reported a position in VUG in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.5M in Q1 2024. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Gilbert & Cook held 16,434 shares of Vanguard Growth ETF worth $1.2M as of Q1 2026.
  • Gilbert & Cook sold 216 Vanguard Growth ETF shares in Q1 2026, an estimated $16.8K.
  • Vanguard Growth ETF made up 0.15% of Gilbert & Cook's portfolio in Q1 2026, its #62 holding.
  • Gilbert & Cook first reported a position in Vanguard Growth ETF in Q2 2023 and has held it in 10 quarters since.
  • Gilbert & Cook's Vanguard Growth ETF position peaked at $1.5M in Q1 2024.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Gilbert & Cook's 13F filing for Q1 2026, filed 5 May 2026.