Heritage Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

Heritage Wealth Advisors’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	$351K	Hold	4,830	–	–	0.01%	161
2025 Q4	$393K	Hold	4,830	–	–	0.02%	163
2025 Q3	$386K	Hold	4,830	–	–	0.02%	154
2025 Q2	$353K	Sell	4,830 -2,166	-31%	-$143K	0.02%	160
2025 Q1	$432K	Hold	6,996	–	–	0.02%	138
2024 Q4	$478K	Sell	6,996 -3,450	-33%	-$232K	0.02%	139
2024 Q3	$668K	Buy	10,446 +7,536	+259%	+$467K	0.03%	118
2024 Q2	$181K	Hold	2,910	–	–	0.01%	209
2024 Q1	$167K	Buy	2,910 +1,644	+130%	+$90.4K	0.01%	229
2023 Q4	$65.5K	Sell	1,266 -552	-30%	-$26.6K	﹤0.01%	312
2023 Q3	$82.5K	Buy	+1,818	New	+$85.9K	﹤0.01%	266
2023 Q1	–	Sell	-1,200	Closed	-$42.6K	–	597
2022 Q4	$42.6K	Buy	+1,200	New	+$44.1K	﹤0.01%	342

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

Heritage Wealth Advisors's VUG Position: Q1 2026 in Review

Heritage Wealth Advisors held its Vanguard Growth ETF (VUG) position steady in Q1 2026 at 4,830 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #161.

Heritage Wealth Advisors first reported a position in VUG in Q4 2022 and has held it in 12 quarters since. The position peaked at $668K in Q3 2024. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Heritage Wealth Advisors held 4,830 shares of Vanguard Growth ETF worth $351K as of Q1 2026.
Heritage Wealth Advisors left its Vanguard Growth ETF share count unchanged in Q1 2026.
Vanguard Growth ETF made up 0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #161 holding.
Heritage Wealth Advisors first reported a position in Vanguard Growth ETF in Q4 2022 and has held it in 12 quarters since.
Heritage Wealth Advisors's Vanguard Growth ETF position peaked at $668K in Q3 2024.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.