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

Icon 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	$2.01M	Buy	146,058 +121,992	+507%	+$9.49M	0.13%	107
2025 Q4	$1.96M	Sell	24,066 -6	-0%	-$487	0.13%	111
2025 Q3	$1.92M	Hold	24,072	–	–	0.13%	115
2025 Q2	$1.76M	Hold	24,072	–	–	0.13%	132
2025 Q1	$1.49M	Sell	24,072 -1,416	-6%	-$95.5K	0.12%	125
2024 Q4	$1.74M	Hold	25,488	–	–	0.14%	108
2024 Q3	$1.63M	Hold	25,488	–	–	0.14%	108
2024 Q2	$1.56M	Sell	25,488 -18	-0.1%	-$1.05K	0.14%	108
2024 Q1	$1.46M	Hold	25,506	–	–	0.14%	118
2023 Q4	$1.32M	Buy	+25,506	New	+$1.23M	0.14%	112
2022 Q4	$909K	Hold	25,596	–	–	0.1%	141
2022 Q3	$913K	Buy	+25,596	New	+$1.03M	0.11%	139

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

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

Icon Wealth Advisors increased its Vanguard Growth ETF (VUG) stake by 507% in Q1 2026, buying an estimated $9.49M and bringing the position to 146,058 shares worth $2.01M. The position accounts for 0.13% of the portfolio, ranked #107.

Icon Wealth Advisors first reported a position in VUG in Q3 2022 and has held it in 12 quarters since. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Icon Wealth Advisors held 146,058 shares of Vanguard Growth ETF worth $2.01M as of Q1 2026.
Icon Wealth Advisors bought 121,992 Vanguard Growth ETF shares in Q1 2026, an estimated $9.49M.
Vanguard Growth ETF made up 0.13% of Icon Wealth Advisors's portfolio in Q1 2026, its #107 holding.
Icon Wealth Advisors first reported a position in Vanguard Growth ETF in Q3 2022 and has held it in 12 quarters since.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.