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Indie Asset Partners’s Vanguard Growth ETF VUG Stock Holding History

Indie Asset Partners’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 		$684K Buy
9,396
+1,200
+15% +$93.4K 0.78% 32
2025
Q4 		$666K Buy
8,196
+2,676
+48% +$217K 0.74% 36
2025
Q3 		$441K Buy
5,520
+858
+18% +$65.6K 0.59% 42
2025
Q2 		$341K Buy
+4,662
New +$307K 0.62% 38
2025
Q1 		– Sell
-3,120
Closed -$213K – 118
2024
Q4 		$213K Buy
+3,120
New +$210K 0.17% 108
2020
Q4 		– Sell
-6,282
Closed -$238K – 116
2020
Q3 		$238K Buy
+6,282
New +$232K 0.3% 79

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

Indie Asset Partners's VUG Position: Q1 2026 in Review

Indie Asset Partners increased its Vanguard Growth ETF (VUG) stake by 15% in Q1 2026, buying an estimated $93.4K and bringing the position to 9,396 shares worth $684K. The position accounts for 0.78% of the portfolio, ranked #32.

Indie Asset Partners first reported a position in VUG in Q3 2020 and has held it in 6 quarters since. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Indie Asset Partners held 9,396 shares of Vanguard Growth ETF worth $684K as of Q1 2026.
  • Indie Asset Partners bought 1,200 Vanguard Growth ETF shares in Q1 2026, an estimated $93.4K.
  • Vanguard Growth ETF made up 0.78% of Indie Asset Partners's portfolio in Q1 2026, its #32 holding.
  • Indie Asset Partners first reported a position in Vanguard Growth ETF in Q3 2020 and has held it in 6 quarters since.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Indie Asset Partners's 13F filing for Q1 2026, filed 8 May 2026.