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

Greenhouse 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 		$2.24M Sell
30,774
-78
-0.3% -$6.07K 1.39% 12
2025
Q4 		$2.51M Sell
30,852
-132
-0.4% -$10.7K 1.48% 11
2025
Q3 		$2.48M Sell
30,984
-42
-0.1% -$3.21K 1.49% 11
2025
Q2 		$2.27M Buy
31,026
+390
+1% +$25.7K 1.46% 10
2025
Q1 		$1.89M Buy
30,636
+24
+0.1% +$1.62K 1.42% 10
2024
Q4 		$2.09M Sell
30,612
-276
-0.9% -$18.5K 1.38% 10
2024
Q3 		$1.98M Buy
30,888
+42
+0.1% +$2.6K 1.33% 10
2024
Q2 		$1.92M Hold
30,846
– – 1.4% 10
2024
Q1 		$1.77M Buy
30,846
+30
+0.1% +$1.65K 1.33% 10
2023
Q4 		$1.6M Buy
30,816
+324
+1% +$15.6K 1.29% 10
2023
Q3 		$1.38M Buy
30,492
+1,800
+6% +$85K 1.24% 10
2023
Q2 		$1.35M Buy
28,692
+30
+0.1% +$1.3K 1.19% 10
2023
Q1 		$1.19M Buy
28,662
+1,548
+6% +$60.2K 1.13% 12
2022
Q4 		$963K Buy
27,114
+13,224
+95% +$486K 0.97% 13
2022
Q3 		$495K Sell
13,890
-3,924
-22% -$158K 0.55% 26
2022
Q2 		$662K Sell
17,814
-168
-0.9% -$6.9K 0.71% 20
2022
Q1 		$862K Sell
17,982
-594
-3% -$28.1K 0.81% 18
2021
Q4 		$993K Buy
18,576
+798
+4% +$41.6K 0.89% 17
2021
Q3 		$860K Buy
17,778
+18
+0.1% +$896 0.82% 18
2021
Q2 		$849K Sell
17,760
-282
-2% -$12.8K 0.79% 18
2021
Q1 		$773K Buy
18,042
+318
+2% +$13.6K 0.77% 19
2020
Q4 		$748K Buy
+17,724
New +$707K 0.74% 22

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

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

Greenhouse Wealth Management reduced its Vanguard Growth ETF (VUG) stake by 0.25% in Q1 2026, selling an estimated $6.07K and leaving 30,774 shares worth $2.24M. The position accounts for 1.39% of the portfolio, ranked #12.

Greenhouse Wealth Management first reported a position in VUG in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.51M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Greenhouse Wealth Management held 30,774 shares of Vanguard Growth ETF worth $2.24M as of Q1 2026.
  • Greenhouse Wealth Management sold 78 Vanguard Growth ETF shares in Q1 2026, an estimated $6.07K.
  • Vanguard Growth ETF made up 1.39% of Greenhouse Wealth Management's portfolio in Q1 2026, its #12 holding.
  • Greenhouse Wealth Management first reported a position in Vanguard Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Greenhouse Wealth Management's Vanguard Growth ETF position peaked at $2.51M in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Greenhouse Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.