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

IBEX 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	$1.3M	Buy	+17,808	New	+$1.39M	0.12%	97
2025 Q4	–	Sell	-23,490	Closed	-$1.88M	–	204
2025 Q3	$1.88M	Buy	23,490 +6,546	+39%	+$500K	0.18%	89
2025 Q2	$1.24M	Sell	16,944 -18,204	-52%	-$1.2M	0.13%	95
2025 Q1	$2.17M	Sell	35,148 -2,190	-6%	-$148K	0.29%	73
2024 Q4	$2.55M	Buy	+37,338	New	+$2.51M	0.3%	77
2021 Q4	–	Sell	-3,984	Closed	-$193K	–	424
2021 Q3	$193K	Buy	+3,984	New	+$198K	0.04%	179
2019 Q3	–	Sell	-1,350	Closed	-$36K	–	391
2019 Q2	$36K	Buy	+1,350	New	+$36.1K	0.01%	249
2017 Q1	–	Sell	-1,350	Closed	-$26K	–	391
2016 Q4	$26K	Buy	+1,350	New	+$25K	0.01%	207

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

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

IBEX Wealth Advisors opened a new position in Vanguard Growth ETF (VUG) in Q1 2026: 17,808 shares worth $1.3M. The stake represents 0.12% of the portfolio and ranks #97 among its holdings. This is a return to the name: IBEX Wealth Advisors previously reported a position in VUG as recently as Q3 2025.

IBEX Wealth Advisors first reported a position in VUG in Q4 2016 and has held it in 8 quarters since. The position peaked at $2.55M in Q4 2024. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

IBEX Wealth Advisors held 17,808 shares of Vanguard Growth ETF worth $1.3M as of Q1 2026.
Vanguard Growth ETF was a new IBEX Wealth Advisors position in Q1 2026.
Vanguard Growth ETF made up 0.12% of IBEX Wealth Advisors's portfolio in Q1 2026, its #97 holding.
IBEX Wealth Advisors first reported a position in Vanguard Growth ETF in Q4 2016 and has held it in 8 quarters since.
IBEX Wealth Advisors's Vanguard Growth ETF position peaked at $2.55M in Q4 2024.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.