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Interchange Capital Partners’s Vanguard Growth ETF VUG Stock Holding History

Interchange Capital 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 		$933K Buy
15,090
+612
+4% +$47.6K 0.29% 81
2025
Q4 		$1.18M Sell
14,478
-36
-0.2% -$2.92K 0.22% 99
2025
Q3 		$1.16M Sell
14,514
-96
-0.7% -$7.34K 0.23% 87
2025
Q2 		$1.07M Sell
14,610
-480
-3% -$31.6K 0.25% 81
2025
Q1 		$933K Sell
15,090
-276
-2% -$18.6K 0.26% 81
2024
Q4 		$1.05M Sell
15,366
-12
-0.1% -$806 0.38% 73
2024
Q3 		$984K Sell
15,378
-2,106
-12% -$131K 0.35% 76
2024
Q2 		$1.09M Buy
17,484
+8,292
+90% +$484K 0.4% 66
2024
Q1 		$527K Sell
9,192
-5,274
-36% -$290K 0.36% 69
2023
Q4 		$744K Buy
14,466
+210
+1% +$10.1K 0.56% 47
2023
Q3 		$647K Hold
14,256
– – 0.51% 47
2023
Q2 		$672K Sell
14,256
-10,428
-42% -$452K 0.51% 50
2023
Q1 		$1.03M Buy
24,684
+16,008
+185% +$623K 0.56% 48
2022
Q4 		$308K Sell
8,676
-6,360
-42% -$234K 0.31% 76
2022
Q3 		$536K Sell
15,036
-690
-4% -$27.7K 0.59% 42
2022
Q2 		$584K Buy
15,726
+7,080
+82% +$291K 0.66% 40
2022
Q1 		$414K Buy
8,646
+708
+9% +$33.5K 0.43% 83
2021
Q4 		$424K Sell
7,938
-13,002
-62% -$677K 0.43% 77
2021
Q3 		$1.01M Sell
20,940
-1,944
-8% -$96.7K 1.69% 17
2021
Q2 		$1.09M Sell
22,884
-12,378
-35% -$562K 1.69% 18
2021
Q1 		$1.89M Buy
35,262
+168
+0.5% +$7.19K 1.03% 15
2020
Q4 		$1.48M Buy
+35,094
New +$1.4M 0.8% 23

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

Interchange Capital Partners's VUG Position: Q1 2026 in Review

Interchange Capital Partners increased its Vanguard Growth ETF (VUG) stake by 4.2% in Q1 2026, buying an estimated $47.6K and bringing the position to 15,090 shares worth $933K. The position accounts for 0.29% of the portfolio, ranked #81.

Interchange Capital Partners first reported a position in VUG in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.89M in Q1 2021. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Interchange Capital Partners held 15,090 shares of Vanguard Growth ETF worth $933K as of Q1 2026.
  • Interchange Capital Partners bought 612 Vanguard Growth ETF shares in Q1 2026, an estimated $47.6K.
  • Vanguard Growth ETF made up 0.29% of Interchange Capital Partners's portfolio in Q1 2026, its #81 holding.
  • Interchange Capital Partners first reported a position in Vanguard Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Interchange Capital Partners's Vanguard Growth ETF position peaked at $1.89M in Q1 2021.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.