Inscription Capital’s Vanguard Growth ETF VUG Stock Holding History

Inscription Capital’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	$530K	Buy	7,278 +240	+3%	+$18.7K	0.06%	344
2025 Q4	$572K	Sell	7,038 -168	-2%	-$13.6K	0.06%	325
2025 Q3	$576K	Buy	7,206 +1,638	+29%	+$125K	0.06%	312
2025 Q2	$407K	Buy	+5,568	New	+$367K	0.06%	272
2024 Q3	$205K	Buy	+3,198	New	+$198K	0.03%	352
2022 Q2	–	Sell	-7,554	Closed	-$362K	–	261
2022 Q1	$362K	Sell	7,554 -270	-3%	-$12.8K	0.1%	147
2021 Q4	$418K	Buy	7,824 +1,308	+20%	+$68.1K	0.11%	153
2021 Q3	$315K	Sell	6,516 -1,069,554	-99%	-$53.2M	0.1%	161
2021 Q2	$51.4M	Buy	+1,076,070	New	+$48.9M	5.84%	2
2019 Q1	–	Sell	-1,260	Closed	-$28K	–	291
2018 Q4	$28K	Buy	+1,260	New	+$30.5K	0.02%	225

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

Inscription Capital's VUG Position: Q1 2026 in Review

Inscription Capital increased its Vanguard Growth ETF (VUG) stake by 3.4% in Q1 2026, buying an estimated $18.7K and bringing the position to 7,278 shares worth $530K. The position accounts for 0.06% of the portfolio, ranked #344.

Inscription Capital first reported a position in VUG in Q4 2018 and has held it in 10 quarters since. The position peaked at $51.4M in Q2 2021. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Inscription Capital held 7,278 shares of Vanguard Growth ETF worth $530K as of Q1 2026.
Inscription Capital bought 240 Vanguard Growth ETF shares in Q1 2026, an estimated $18.7K.
Vanguard Growth ETF made up 0.06% of Inscription Capital's portfolio in Q1 2026, its #344 holding.
Inscription Capital first reported a position in Vanguard Growth ETF in Q4 2018 and has held it in 10 quarters since.
Inscription Capital's Vanguard Growth ETF position peaked at $51.4M in Q2 2021.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Inscription Capital's 13F filing for Q1 2026, filed 20 Apr 2026.