Impact Partnership Wealth’s Vanguard Growth ETF VUG Stock Holding History

Impact Partnership Wealth’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	$30.7M	Buy	421,164 +166,782	+66%	+$13M	3.79%	6
2025 Q4	$20.7M	Buy	254,382 +18,894	+8%	+$1.53M	2.65%	11
2025 Q3	$18.8M	Sell	235,488 -79,410	-25%	-$6.07M	2.8%	8
2025 Q2	$23M	Buy	314,898 +102,222	+48%	+$6.73M	4.24%	6
2025 Q1	$13.1M	Buy	212,676 +10,278	+5%	+$693K	2.81%	10
2024 Q4	$13.8M	Sell	202,398 -36,066	-15%	-$2.42M	2.79%	8
2024 Q3	$15.3M	Buy	238,464 +72,612	+44%	+$4.5M	3.44%	7
2024 Q2	$10.3M	Buy	165,852 +13,086	+9%	+$763K	2.72%	7
2024 Q1	$8.76M	Sell	152,766 -11,514	-7%	-$633K	3.47%	6
2023 Q4	$8.51M	Sell	164,280 -21,756	-12%	-$1.05M	3.11%	5
2023 Q3	$8.44M	Sell	186,036 -986,922	-84%	-$46.6M	2.63%	6
2023 Q2	$55.3M	Buy	+1,172,958	New	+$50.9M	19.22%	1

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

Impact Partnership Wealth's VUG Position: Q1 2026 in Review

Impact Partnership Wealth increased its Vanguard Growth ETF (VUG) stake by 66% in Q1 2026, buying an estimated $13M and bringing the position to 421,164 shares worth $30.7M. The position accounts for 3.79% of the portfolio, ranked #6.

Impact Partnership Wealth first reported a position in VUG in Q2 2023 and has held it in 12 quarters since. The position peaked at $55.3M in Q2 2023. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Impact Partnership Wealth held 421,164 shares of Vanguard Growth ETF worth $30.7M as of Q1 2026.
Impact Partnership Wealth bought 166,782 Vanguard Growth ETF shares in Q1 2026, an estimated $13M.
Vanguard Growth ETF made up 3.79% of Impact Partnership Wealth's portfolio in Q1 2026, its #6 holding.
Impact Partnership Wealth first reported a position in Vanguard Growth ETF in Q2 2023 and has held it in 12 quarters since.
Impact Partnership Wealth's Vanguard Growth ETF position peaked at $55.3M in Q2 2023.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.