Jackson Thornton Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Jackson Thornton 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	$328K	Hold	4,272	–	–	0.03%	164
2025 Q4	$349K	Hold	4,272	–	–	0.03%	166
2025 Q3	$347K	Buy	4,272 +72	+2%	+$5.5K	0.04%	153
2025 Q2	$307K	Sell	4,200 -876	-17%	-$57.7K	0.04%	81
2025 Q1	$298K	Buy	5,076 +1,044	+26%	+$70.4K	0.04%	68
2024 Q4	$276K	Sell	4,032 -4,482	-53%	-$301K	0.03%	68
2024 Q3	$545K	Buy	+8,514	New	+$528K	0.07%	41

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

Jackson Thornton Wealth Management's VUG Position: Q1 2026 in Review

Jackson Thornton Wealth Management held its Vanguard Growth ETF (VUG) position steady in Q1 2026 at 4,272 shares worth $328K. The position accounts for 0.03% of the portfolio, ranked #164.

Jackson Thornton Wealth Management first reported a position in VUG in Q3 2024 and has held it in 7 quarters since. The position peaked at $545K in Q3 2024. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Jackson Thornton Wealth Management held 4,272 shares of Vanguard Growth ETF worth $328K as of Q1 2026.
Jackson Thornton Wealth Management left its Vanguard Growth ETF share count unchanged in Q1 2026.
Vanguard Growth ETF made up 0.03% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #164 holding.
Jackson Thornton Wealth Management first reported a position in Vanguard Growth ETF in Q3 2024 and has held it in 7 quarters since.
Jackson Thornton Wealth Management's Vanguard Growth ETF position peaked at $545K in Q3 2024.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.