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High Net Worth Advisory Group’s Vanguard Growth ETF VUG Stock Holding History

High Net Worth Advisory Group’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 		$6.69M Buy
91,848
+78
+0.1% +$6.07K 1.56% 12
2025
Q4 		$7.46M Sell
91,770
-1,974
-2% -$160K 1.72% 11
2025
Q3 		$7.49M Buy
93,744
+4,770
+5% +$365K 1.8% 10
2025
Q2 		$6.51M Buy
88,974
+876
+1% +$57.7K 1.72% 11
2025
Q1 		$5.45M Buy
88,098
+1,596
+2% +$108K 1.54% 12
2024
Q4 		$5.92M Buy
86,502
+3,192
+4% +$214K 1.65% 12
2024
Q3 		$5.33M Buy
83,310
+3,252
+4% +$202K 1.46% 15
2024
Q2 		$4.99M Buy
80,058
+11,136
+16% +$649K 1.51% 16
2024
Q1 		$3.95M Buy
68,922
+14,346
+26% +$789K 1.24% 22
2023
Q4 		$2.83M Buy
54,576
+7,734
+17% +$373K 1.05% 23
2023
Q3 		$2.13M Buy
46,842
+576
+1% +$27.2K 0.85% 29
2023
Q2 		$2.18M Sell
46,266
-924
-2% -$40.1K 0.85% 31
2023
Q1 		$1.96M Sell
47,190
-174
-0.4% -$6.77K 0.8% 31
2022
Q4 		$1.68M Sell
47,364
-300
-0.6% -$11K 0.65% 39
2022
Q3 		$1.7M Sell
47,664
-264
-0.6% -$10.6K 0.73% 29
2022
Q2 		$1.78M Sell
47,928
-2,724
-5% -$112K 0.74% 34
2022
Q1 		$2.43M Buy
50,652
+1,788
+4% +$84.6K 0.88% 23
2021
Q4 		$2.61M Buy
+48,864
New +$2.55M 0.91% 24

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

High Net Worth Advisory Group's VUG Position: Q1 2026 in Review

High Net Worth Advisory Group increased its Vanguard Growth ETF (VUG) stake by 0.08% in Q1 2026, buying an estimated $6.07K and bringing the position to 91,848 shares worth $6.69M. The position accounts for 1.56% of the portfolio, ranked #12.

High Net Worth Advisory Group first reported a position in VUG in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.49M in Q3 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • High Net Worth Advisory Group held 91,848 shares of Vanguard Growth ETF worth $6.69M as of Q1 2026.
  • High Net Worth Advisory Group bought 78 Vanguard Growth ETF shares in Q1 2026, an estimated $6.07K.
  • Vanguard Growth ETF made up 1.56% of High Net Worth Advisory Group's portfolio in Q1 2026, its #12 holding.
  • High Net Worth Advisory Group first reported a position in Vanguard Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • High Net Worth Advisory Group's Vanguard Growth ETF position peaked at $7.49M in Q3 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.