IFWM
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Institute for Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Institute for 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 		$6.49M Buy
89,154
+15,912
+22% +$1.24M 0.69% 22
2025
Q4 		$5.96M Buy
73,242
+26,982
+58% +$2.19M 0.63% 26
2025
Q3 		$3.7M Sell
46,260
-8,898
-16% -$680K 0.39% 50
2025
Q2 		$4.03M Sell
55,158
-4,020
-7% -$265K 0.45% 42
2025
Q1 		$3.66M Sell
59,178
-3,960
-6% -$267K 0.47% 42
2024
Q4 		$4.32M Sell
63,138
-3,384
-5% -$227K 0.54% 33
2024
Q3 		$4.26M Sell
66,522
-750
-1% -$46.5K 0.54% 34
2024
Q2 		$4.19M Sell
67,272
-6,456
-9% -$376K 0.56% 34
2024
Q1 		$4.23M Sell
73,728
-5,694
-7% -$313K 0.55% 33
2023
Q4 		$4.12M Sell
79,422
-2,070
-3% -$99.9K 0.67% 28
2023
Q3 		$3.7M Sell
81,492
-948
-1% -$44.8K 0.67% 23
2023
Q2 		$3.89M Sell
82,440
-4,338
-5% -$188K 0.66% 27
2023
Q1 		$3.61M Sell
86,778
-1,218
-1% -$47.4K 0.69% 23
2022
Q4 		$3.13M Sell
87,996
-8,526
-9% -$314K 0.66% 30
2022
Q3 		$3.44M Sell
96,522
-3,300
-3% -$133K 0.77% 18
2022
Q2 		$3.71M Sell
99,822
-2,202
-2% -$90.5K 0.73% 16
2022
Q1 		$4.89M Sell
102,024
-522
-0.5% -$24.7K 0.79% 16
2021
Q4 		$5.49M Sell
102,546
-6,342
-6% -$330K 0.89% 15
2021
Q3 		$5.27M Sell
108,888
-3,930
-3% -$196K 0.92% 16
2021
Q2 		$5.39M Sell
112,818
-954
-0.8% -$43.3K 0.95% 13
2021
Q1 		$4.87M Sell
113,772
-7,926
-7% -$339K 0.93% 14
2020
Q4 		$5.14M Buy
121,698
+576
+0.5% +$23K 1.02% 15
2020
Q3 		$4.59M Buy
121,122
+24,012
+25% +$887K 1.05% 14
2020
Q2 		$3.27M Sell
97,110
-29,112
-23% -$895K 0.8% 22
2020
Q1 		$3.3M Buy
126,222
+91,206
+260% +$2.73M 1.02% 14
2019
Q4 		$1.06M Sell
35,016
-21,150
-38% -$611K 0.24% 111
2019
Q3 		$1.56M Sell
56,166
-99,132
-64% -$2.75M 0.39% 56
2019
Q2 		$4.23M Sell
155,298
-30,654
-16% -$819K 0.94% 14
2019
Q1 		$4.85M Buy
+185,952
New +$4.59M 1.05% 13

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

Institute for Wealth Management's VUG Position: Q1 2026 in Review

Institute for Wealth Management increased its Vanguard Growth ETF (VUG) stake by 22% in Q1 2026, buying an estimated $1.24M and bringing the position to 89,154 shares worth $6.49M. The position accounts for 0.69% of the portfolio, ranked #22.

Institute for Wealth Management first reported a position in VUG in Q1 2019 and has held it in 29 quarters since. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Institute for Wealth Management held 89,154 shares of Vanguard Growth ETF worth $6.49M as of Q1 2026.
  • Institute for Wealth Management bought 15,912 Vanguard Growth ETF shares in Q1 2026, an estimated $1.24M.
  • Vanguard Growth ETF made up 0.69% of Institute for Wealth Management's portfolio in Q1 2026, its #22 holding.
  • Institute for Wealth Management first reported a position in Vanguard Growth ETF in Q1 2019 and has held it in 29 quarters since.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.