Gilliland Jeter Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Gilliland Jeter 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	$5M	Buy	68,718 +168	+0.2%	+$13.1K	1.48%	14
2025 Q4	$5.57M	Sell	68,550 -72	-0.1%	-$5.84K	1.68%	12
2025 Q3	$5.49M	Buy	68,622 +534	+0.8%	+$40.8K	1.69%	13
2025 Q2	$4.98M	Buy	68,088 +6	+0%	+$395	1.62%	12
2025 Q1	$4.21M	Buy	68,082 +168	+0.2%	+$11.3K	1.49%	14
2024 Q4	$4.65M	Buy	67,914 +870	+1%	+$58.4K	1.57%	12
2024 Q3	$4.29M	Sell	67,044 -234	-0.3%	-$14.5K	1.39%	12
2024 Q2	$4.19M	Buy	67,278 +294	+0.4%	+$17.1K	1.41%	13
2024 Q1	$3.84M	Buy	66,984 +882	+1%	+$48.5K	1.34%	16
2023 Q4	$3.43M	Buy	+66,102	New	+$3.19M	1.42%	14

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

Gilliland Jeter Wealth Management's VUG Position: Q1 2026 in Review

Gilliland Jeter Wealth Management increased its Vanguard Growth ETF (VUG) stake by 0.25% in Q1 2026, buying an estimated $13.1K and bringing the position to 68,718 shares worth $5M. The position accounts for 1.48% of the portfolio, ranked #14.

Gilliland Jeter Wealth Management first reported a position in VUG in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.57M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Gilliland Jeter Wealth Management held 68,718 shares of Vanguard Growth ETF worth $5M as of Q1 2026.
Gilliland Jeter Wealth Management bought 168 Vanguard Growth ETF shares in Q1 2026, an estimated $13.1K.
Vanguard Growth ETF made up 1.48% of Gilliland Jeter Wealth Management's portfolio in Q1 2026, its #14 holding.
Gilliland Jeter Wealth Management first reported a position in Vanguard Growth ETF in Q4 2023 and has held it in 10 quarters since.
Gilliland Jeter Wealth Management's Vanguard Growth ETF position peaked at $5.57M in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.