JWM
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Jeppson Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Jeppson 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 		$1.42M Buy
19,536
+6
+0% +$467 0.45% 57
2025
Q4 		$1.59M Sell
19,530
-654
-3% -$53.1K 0.5% 50
2025
Q3 		$1.61M Buy
20,184
+1,512
+8% +$116K 0.51% 50
2025
Q2 		$1.36M Hold
18,672
– – 0.47% 56
2025
Q1 		$1.15M Sell
18,672
-4,728
-20% -$319K 0.42% 61
2024
Q4 		$1.6M Sell
23,400
-930
-4% -$62.5K 0.58% 45
2024
Q3 		$1.56M Buy
24,330
+24
+0.1% +$1.49K 0.56% 49
2024
Q2 		$1.52M Sell
24,306
-390
-2% -$22.7K 0.58% 45
2024
Q1 		$1.42M Buy
24,696
+30
+0.1% +$1.65K 0.55% 51
2023
Q4 		$1.28M Sell
24,666
-318
-1% -$15.3K 0.53% 53
2023
Q3 		$1.13M Buy
24,984
+36
+0.1% +$1.7K 0.52% 51
2023
Q2 		$1.18M Sell
24,948
-48
-0.2% -$2.08K 0.51% 48
2023
Q1 		$1.04M Sell
24,996
-78
-0.3% -$3.03K 0.45% 59
2022
Q4 		$891K Buy
25,074
+90
+0.4% +$3.31K 0.37% 64
2022
Q3 		$891K Buy
24,984
+198
+0.8% +$7.96K 0.4% 61
2022
Q2 		$921K Buy
24,786
+30
+0.1% +$1.23K 0.4% 61
2022
Q1 		$1.19M Buy
24,756
+24
+0.1% +$1.14K 0.55% 46
2021
Q4 		$1.32M Sell
24,732
-24
-0.1% -$1.25K 0.64% 35
2021
Q3 		$1.2M Sell
24,756
-6
-0% -$299 0.62% 38
2021
Q2 		$1.18M Sell
24,762
-162
-0.6% -$7.36K 0.65% 41
2021
Q1 		$1.07M Sell
24,924
-90
-0.4% -$3.85K 0.63% 41
2020
Q4 		$1.06M Buy
25,014
+78
+0.3% +$3.11K 0.7% 36
2020
Q3 		$946K Buy
+24,936
New +$921K 0.74% 33

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

Jeppson Wealth Management's VUG Position: Q1 2026 in Review

Jeppson Wealth Management increased its Vanguard Growth ETF (VUG) stake by 0.03% in Q1 2026, buying an estimated $467 and bringing the position to 19,536 shares worth $1.42M. The position accounts for 0.45% of the portfolio, ranked #57.

Jeppson Wealth Management first reported a position in VUG in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.61M in Q3 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Jeppson Wealth Management held 19,536 shares of Vanguard Growth ETF worth $1.42M as of Q1 2026.
  • Jeppson Wealth Management bought 6 Vanguard Growth ETF shares in Q1 2026, an estimated $467.
  • Vanguard Growth ETF made up 0.45% of Jeppson Wealth Management's portfolio in Q1 2026, its #57 holding.
  • Jeppson Wealth Management first reported a position in Vanguard Growth ETF in Q3 2020 and has held it in 23 quarters since.
  • Jeppson Wealth Management's Vanguard Growth ETF position peaked at $1.61M in Q3 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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