Gutierrez Wealth Advisory’s Vanguard Growth ETF VUG Stock Holding History

Gutierrez Wealth Advisory’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	$328K	Buy	4,500 +1,662	+59%	+$129K	0.2%	52
2025 Q4	$231K	Buy	2,838 +6	+0.2%	+$487	0.15%	58
2025 Q3	$226K	Hold	2,832	–	–	0.14%	55
2025 Q2	$207K	Buy	+2,832	New	+$186K	0.14%	56

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

Gutierrez Wealth Advisory's VUG Position: Q1 2026 in Review

Gutierrez Wealth Advisory increased its Vanguard Growth ETF (VUG) stake by 59% in Q1 2026, buying an estimated $129K and bringing the position to 4,500 shares worth $328K. The position accounts for 0.2% of the portfolio, ranked #52.

Gutierrez Wealth Advisory first reported a position in VUG in Q2 2025 and has held it in 4 quarters since. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Gutierrez Wealth Advisory held 4,500 shares of Vanguard Growth ETF worth $328K as of Q1 2026.
Gutierrez Wealth Advisory bought 1,662 Vanguard Growth ETF shares in Q1 2026, an estimated $129K.
Vanguard Growth ETF made up 0.2% of Gutierrez Wealth Advisory's portfolio in Q1 2026, its #52 holding.
Gutierrez Wealth Advisory first reported a position in Vanguard Growth ETF in Q2 2025 and has held it in 4 quarters since.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.