Haven Private’s Vanguard Growth ETF VUG Stock Holding History

Haven Private’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	$436K	Buy	+5,994	New	+$466K	0.19%	114

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

Haven Private's VUG Position: Q1 2026 in Review

Haven Private opened a new position in Vanguard Growth ETF (VUG) in Q1 2026: 5,994 shares worth $436K. The stake represents 0.19% of the portfolio and ranks #114 among its holdings.

2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Haven Private held 5,994 shares of Vanguard Growth ETF worth $436K as of Q1 2026.
Vanguard Growth ETF was a new Haven Private position in Q1 2026.
Vanguard Growth ETF made up 0.19% of Haven Private's portfolio in Q1 2026, its #114 holding.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Haven Private's 13F filing for Q1 2026, filed 5 May 2026.