IWM
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IHT Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

IHT Wealth Management’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 		$17.2M Sell
236,526
-3,840
-2% -$299K 0.4% 53
2025
Q4 		$19.5M Buy
240,366
+45,690
+23% +$3.71M 0.47% 41
2025
Q3 		$15.6M Buy
194,676
+7,548
+4% +$577K 0.39% 54
2025
Q2 		$13.7M Buy
187,128
+8,304
+5% +$547K 0.38% 59
2025
Q1 		$11.1M Buy
178,824
+10,872
+6% +$733K 0.35% 67
2024
Q4 		$11.5M Buy
167,952
+3,414
+2% +$229K 0.37% 57
2024
Q3 		$10.5M Buy
164,538
+4,494
+3% +$279K 0.3% 66
2024
Q2 		$9.98M Buy
160,044
+1,194
+0.8% +$69.6K 0.37% 51
2024
Q1 		$9.11M Buy
158,850
+4,548
+3% +$250K 0.37% 57
2023
Q4 		$7.99M Buy
154,302
+852
+0.6% +$41.1K 0.36% 57
2023
Q3 		$6.96M Sell
153,450
-984
-0.6% -$46.5K 0.35% 55
2023
Q2 		$7.28M Buy
154,434
+840
+0.5% +$36.4K 0.38% 49
2023
Q1 		$6.39M Sell
153,594
-4,692
-3% -$182K 0.36% 55
2022
Q4 		$5.62M Buy
158,286
+984
+0.6% +$36.2K 0.35% 66
2022
Q3 		$5.61M Buy
157,302
+25,422
+19% +$1.02M 0.43% 45
2022
Q2 		$4.9M Sell
131,880
-8,904
-6% -$366K 0.43% 39
2022
Q1 		$6.75M Sell
140,784
-1,782
-1% -$84.3K 0.51% 36
2021
Q4 		$7.63M Sell
142,566
-11,076
-7% -$577K 0.56% 30
2021
Q3 		$7.43M Sell
153,642
-2,214
-1% -$110K 0.6% 30
2021
Q2 		$7.45M Buy
155,856
+3,120
+2% +$142K 0.47% 35
2021
Q1 		$6.54M Buy
152,736
+2,808
+2% +$120K 0.47% 39
2020
Q4 		$6.33M Sell
149,928
-300
-0.2% -$12K 0.53% 33
2020
Q3 		$5.7M Buy
150,228
+4,398
+3% +$162K 0.57% 24
2020
Q2 		$4.91M Buy
145,830
+3,810
+3% +$117K 0.67% 22
2020
Q1 		$3.71M Buy
142,020
+5,820
+4% +$174K 0.53% 39
2019
Q4 		$4.13M Sell
136,200
-18,342
-12% -$530K 0.49% 43
2019
Q3 		$4.28M Buy
154,542
+15,960
+12% +$443K 0.58% 28
2019
Q2 		$3.77M Buy
138,582
+17,088
+14% +$456K 0.55% 33
2019
Q1 		$3.17M Buy
121,494
+1,188
+1% +$29.3K 0.53% 34
2018
Q4 		$2.69M Buy
120,306
+39,204
+48% +$950K 0.52% 36
2018
Q3 		$2.18M Sell
81,102
-2,100
-3% -$54.9K 0.47% 46
2018
Q2 		$2.08M Buy
83,202
+6,108
+8% +$150K 0.53% 41
2018
Q1 		$1.78M Buy
77,094
+2,232
+3% +$54.4K 0.48% 41
2017
Q4 		$1.82M Buy
74,862
+7,482
+11% +$172K 0.48% 45
2017
Q3 		$1.51M Buy
67,380
+2,490
+4% +$54.1K 0.64% 33
2017
Q2 		$2 Buy
64,890
+25,380
+64% +$532K ﹤0.01% 1252
2017
Q1 		$797K Buy
39,510
+1,758
+5% +$34.7K 0.53% 39
2016
Q4 		$706K Buy
+37,752
New +$698K 0.53% 41

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

IHT Wealth Management's VUG Position: Q1 2026 in Review

IHT Wealth Management reduced its Vanguard Growth ETF (VUG) stake by 1.6% in Q1 2026, selling an estimated $299K and leaving 236,526 shares worth $17.2M. The position accounts for 0.4% of the portfolio, ranked #53.

IHT Wealth Management first reported a position in VUG in Q4 2016 and has held it in 38 quarters since. The position peaked at $19.5M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • IHT Wealth Management held 236,526 shares of Vanguard Growth ETF worth $17.2M as of Q1 2026.
  • IHT Wealth Management sold 3,840 Vanguard Growth ETF shares in Q1 2026, an estimated $299K.
  • Vanguard Growth ETF made up 0.4% of IHT Wealth Management's portfolio in Q1 2026, its #53 holding.
  • IHT Wealth Management first reported a position in Vanguard Growth ETF in Q4 2016 and has held it in 38 quarters since.
  • IHT Wealth Management's Vanguard Growth ETF position peaked at $19.5M in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.