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Iron Gate Global Advisors’s Vanguard Growth ETF VUG Stock Holding History

Iron Gate Global Advisors’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 		$2.19M Sell
30,108
-1,314
-4% -$102K 0.23% 28
2025
Q4 		$2.55M Buy
31,422
+4,320
+16% +$351K 0.26% 27
2025
Q3 		$2.17M Sell
27,102
-1,470
-5% -$112K 0.22% 30
2025
Q2 		$2.09M Sell
28,572
-996
-3% -$65.6K 0.23% 31
2025
Q1 		$1.83M Buy
29,568
+1,470
+5% +$99.1K 0.25% 28
2024
Q4 		$1.92M Buy
28,098
+1,146
+4% +$77K 0.27% 30
2024
Q3 		$1.72M Sell
26,952
-432
-2% -$26.8K 0.27% 33
2024
Q2 		$1.71M Sell
27,384
-612
-2% -$35.7K 0.28% 29
2024
Q1 		$1.61M Buy
27,996
+192
+0.7% +$10.6K 0.29% 32
2023
Q4 		$1.44M Sell
27,804
-2,790
-9% -$135K 0.28% 32
2023
Q3 		$1.39M Sell
30,594
-504
-2% -$23.8K 0.31% 30
2023
Q2 		$1.47M Sell
31,098
-1,488
-5% -$64.5K 0.32% 31
2023
Q1 		$1.35M Sell
32,586
-3,360
-9% -$131K 0.33% 32
2022
Q4 		$1.28M Sell
35,946
-498
-1% -$18.3K 0.35% 31
2022
Q3 		$1.3M Sell
36,444
-3,072
-8% -$123K 0.36% 25
2022
Q2 		$1.47M Sell
39,516
-13,272
-25% -$545K 0.4% 27
2022
Q1 		$2.54M Buy
52,788
+8,634
+20% +$408K 0.58% 23
2021
Q4 		$2.35M Buy
44,154
+5,526
+14% +$288K 0.55% 25
2021
Q3 		$1.87M Buy
38,628
+9,252
+31% +$460K 0.51% 26
2021
Q2 		$1.4M Buy
29,376
+9,816
+50% +$446K 0.39% 29
2021
Q1 		$837K Buy
19,560
+8,808
+82% +$377K 0.27% 40
2020
Q4 		$453K Hold
10,752
– – 0.17% 54
2020
Q3 		$408K Buy
10,752
+2,160
+25% +$79.7K 0.17% 60
2020
Q2 		$289K Buy
+8,592
New +$264K 0.14% 66

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

Iron Gate Global Advisors's VUG Position: Q1 2026 in Review

Iron Gate Global Advisors reduced its Vanguard Growth ETF (VUG) stake by 4.2% in Q1 2026, selling an estimated $102K and leaving 30,108 shares worth $2.19M. The position accounts for 0.23% of the portfolio, ranked #28.

Iron Gate Global Advisors first reported a position in VUG in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.55M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Iron Gate Global Advisors held 30,108 shares of Vanguard Growth ETF worth $2.19M as of Q1 2026.
  • Iron Gate Global Advisors sold 1,314 Vanguard Growth ETF shares in Q1 2026, an estimated $102K.
  • Vanguard Growth ETF made up 0.23% of Iron Gate Global Advisors's portfolio in Q1 2026, its #28 holding.
  • Iron Gate Global Advisors first reported a position in Vanguard Growth ETF in Q2 2020 and has held it in 24 quarters since.
  • Iron Gate Global Advisors's Vanguard Growth ETF position peaked at $2.55M in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Iron Gate Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.