GM Advisory Group’s Vanguard Growth ETF VUG Stock Holding History

GM Advisory Group’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	$1.97M	Buy	27,108 +48	+0.2%	+$3.73K	0.08%	112
2025 Q4	$2.2M	Buy	27,060 +1,074	+4%	+$87.2K	0.09%	101
2025 Q3	$2.08M	Sell	25,986 -144	-0.6%	-$11K	0.09%	98
2025 Q2	$1.91M	Buy	26,130 +10,020	+62%	+$660K	0.09%	100
2025 Q1	$996K	Buy	16,110 +222	+1%	+$15K	0.05%	131
2024 Q4	$1.09M	Buy	15,888 +3,708	+30%	+$249K	0.06%	118
2024 Q3	$780K	Buy	12,180 +5,226	+75%	+$324K	0.05%	133
2024 Q2	$433K	Buy	6,954 +168	+2%	+$9.8K	0.03%	161
2024 Q1	$389K	Sell	6,786 -1,452	-18%	-$79.8K	0.03%	169
2023 Q4	$427K	Sell	8,238 -1,398	-15%	-$67.5K	0.03%	148
2023 Q3	$437K	Buy	9,636 +2,214	+30%	+$105K	0.04%	137
2023 Q2	$350K	Buy	7,422 +1,056	+17%	+$45.8K	0.03%	148
2023 Q1	$265K	Buy	+6,366	New	+$248K	0.02%	161

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

GM Advisory Group's VUG Position: Q1 2026 in Review

GM Advisory Group increased its Vanguard Growth ETF (VUG) stake by 0.18% in Q1 2026, buying an estimated $3.73K and bringing the position to 27,108 shares worth $1.97M. The position accounts for 0.08% of the portfolio, ranked #112.

GM Advisory Group first reported a position in VUG in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.2M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

GM Advisory Group held 27,108 shares of Vanguard Growth ETF worth $1.97M as of Q1 2026.
GM Advisory Group bought 48 Vanguard Growth ETF shares in Q1 2026, an estimated $3.73K.
Vanguard Growth ETF made up 0.08% of GM Advisory Group's portfolio in Q1 2026, its #112 holding.
GM Advisory Group first reported a position in Vanguard Growth ETF in Q1 2023 and has held it in 13 quarters since.
GM Advisory Group's Vanguard Growth ETF position peaked at $2.2M in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.