Ipsen Advisor Group’s Vanguard Growth ETF VUG Stock Holding History

Ipsen Advisor Group’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	$535K	Buy	7,356 +6	+0.1%	+$467	0.37%	69
2025 Q4	$597K	Sell	7,350 -654	-8%	-$53.1K	0.42%	61
2025 Q3	$640K	Sell	8,004 -366	-4%	-$28K	0.46%	51
2025 Q2	$612K	Hold	8,370	–	–	0.47%	55
2025 Q1	$517K	Buy	8,370 +6	+0.1%	+$405	0.45%	57
2024 Q4	$572K	Buy	+8,364	New	+$562K	0.49%	51
2022 Q4	$429K	Buy	+12,066	New	+$444K	0.49%	49

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

Ipsen Advisor Group's VUG Position: Q1 2026 in Review

Ipsen Advisor Group increased its Vanguard Growth ETF (VUG) stake by 0.08% in Q1 2026, buying an estimated $467 and bringing the position to 7,356 shares worth $535K. The position accounts for 0.37% of the portfolio, ranked #69.

Ipsen Advisor Group first reported a position in VUG in Q4 2022 and has held it in 7 quarters since. The position peaked at $640K in Q3 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Ipsen Advisor Group held 7,356 shares of Vanguard Growth ETF worth $535K as of Q1 2026.
Ipsen Advisor Group bought 6 Vanguard Growth ETF shares in Q1 2026, an estimated $467.
Vanguard Growth ETF made up 0.37% of Ipsen Advisor Group's portfolio in Q1 2026, its #69 holding.
Ipsen Advisor Group first reported a position in Vanguard Growth ETF in Q4 2022 and has held it in 7 quarters since.
Ipsen Advisor Group's Vanguard Growth ETF position peaked at $640K in Q3 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Ipsen Advisor Group's 13F filing for Q1 2026, filed 29 May 2026.