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Jim Saulnier & Associates’s Vanguard Growth ETF VUG Stock Holding History

Jim Saulnier & Associates’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 		$356K Buy
4,884
+1,926
+65% +$150K 0.17% 96
2025
Q4 		$240K Buy
+2,958
New +$240K 0.12% 128

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

Jim Saulnier & Associates's VUG Position: Q1 2026 in Review

Jim Saulnier & Associates increased its Vanguard Growth ETF (VUG) stake by 65% in Q1 2026, buying an estimated $150K and bringing the position to 4,884 shares worth $356K. The position accounts for 0.17% of the portfolio, ranked #96.

Jim Saulnier & Associates first reported a position in VUG in Q4 2025 and has held it in 2 quarters since. 2,721 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Jim Saulnier & Associates held 4,884 shares of Vanguard Growth ETF worth $356K as of Q1 2026.
  • Jim Saulnier & Associates bought 1,926 Vanguard Growth ETF shares in Q1 2026, an estimated $150K.
  • Vanguard Growth ETF made up 0.17% of Jim Saulnier & Associates's portfolio in Q1 2026, its #96 holding.
  • Jim Saulnier & Associates first reported a position in Vanguard Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,721 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Jim Saulnier & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.