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GWN Securities’s Vanguard Growth ETF VUG Stock Holding History

GWN Securities’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 		$968K Buy
13,296
+1,542
+13% +$120K 0.19% 135
2025
Q4 		$956K Buy
11,754
+2,928
+33% +$238K 0.19% 128
2025
Q3 		$708K Sell
8,826
-5,262
-37% -$402K 0.16% 154
2025
Q2 		$1.03M Sell
14,088
-11,112
-44% -$732K 0.19% 119
2025
Q1 		$1.63M Buy
25,200
+18,558
+279% +$1.25M 0.09% 225
2024
Q4 		$470K Buy
+6,642
New +$446K 0.13% 164

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

GWN Securities's VUG Position: Q1 2026 in Review

GWN Securities increased its Vanguard Growth ETF (VUG) stake by 13% in Q1 2026, buying an estimated $120K and bringing the position to 13,296 shares worth $968K. The position accounts for 0.19% of the portfolio, ranked #135.

GWN Securities first reported a position in VUG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.63M in Q1 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • GWN Securities held 13,296 shares of Vanguard Growth ETF worth $968K as of Q1 2026.
  • GWN Securities bought 1,542 Vanguard Growth ETF shares in Q1 2026, an estimated $120K.
  • Vanguard Growth ETF made up 0.19% of GWN Securities's portfolio in Q1 2026, its #135 holding.
  • GWN Securities first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • GWN Securities's Vanguard Growth ETF position peaked at $1.63M in Q1 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on GWN Securities's 13F filing for Q1 2026, filed 15 May 2026.