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Johnson Financial Group Inc (Wisconsin)’s Vanguard Growth ETF VUG Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$1.12M Sell
15,444
-642
-4% -$49.9K 0.04% 164
2025
Q4 		$1.31M Buy
16,086
+144
+0.9% +$11.7K 0.05% 145
2025
Q3 		$1.28M Sell
15,942
-156
-1% -$11.9K 0.05% 157
2025
Q2 		$1.18M Buy
16,098
+4,302
+36% +$283K 0.05% 149
2025
Q1 		$729K Sell
11,796
-438
-4% -$29.5K 0.04% 183
2024
Q4 		$853K Sell
12,234
-11,424
-48% -$767K 0.04% 159
2024
Q3 		$1.51M Buy
23,658
+13,266
+128% +$822K 0.07% 131
2024
Q2 		$649K Buy
10,392
+6
+0.1% +$350 0.03% 177
2024
Q1 		$596K Sell
10,386
-5,316
-34% -$292K 0.03% 170
2023
Q4 		$814K Sell
15,702
-2,190
-12% -$106K 0.04% 134
2023
Q3 		$812K Sell
17,892
-312
-2% -$14.7K 0.06% 130
2023
Q2 		$859K Sell
18,204
-606
-3% -$26.3K 0.06% 137
2023
Q1 		$782K Sell
18,810
-18,828
-50% -$732K 0.06% 135
2022
Q4 		$1.34M Sell
37,638
-4,332
-10% -$159K 0.11% 89
2022
Q3 		$1.5M Buy
41,970
+14,088
+51% +$566K 0.14% 75
2022
Q2 		$1.04M Buy
27,882
+5,946
+27% +$244K 0.07% 116
2022
Q1 		$1.05M Sell
21,936
-498
-2% -$23.6K 0.07% 129
2021
Q4 		$1.2M Sell
22,434
-2,556
-10% -$133K 0.08% 122
2021
Q3 		$1.21M Sell
24,990
-78
-0.3% -$3.88K 0.08% 114
2021
Q2 		$1.2M Sell
25,068
-42
-0.2% -$1.91K 0.08% 116
2021
Q1 		$1.07M Sell
25,110
-2,946
-11% -$126K 0.07% 122
2020
Q4 		$1.19M Sell
28,056
-4,200
-13% -$168K 0.1% 97
2020
Q3 		$1.22M Sell
32,256
-1,026
-3% -$37.9K 0.13% 84
2020
Q2 		$1.12M Sell
33,282
-1,806
-5% -$55.5K 0.12% 81
2020
Q1 		$916K Sell
35,088
-5,766
-14% -$173K 0.11% 94
2019
Q4 		$1.24M Sell
40,854
-4,116
-9% -$119K 0.11% 93
2019
Q3 		$1.25M Sell
44,970
-8,232
-15% -$228K 0.11% 116
2019
Q2 		$1.45M Sell
53,202
-22,782
-30% -$609K 0.13% 105
2019
Q1 		$1.98M Sell
75,984
-894
-1% -$22.1K 0.18% 81
2018
Q4 		$1.72M Sell
76,878
-4,080
-5% -$98.8K 0.18% 81
2018
Q3 		$2.17M Sell
80,958
-480
-0.6% -$12.6K 0.22% 74
2018
Q2 		$2.03M Sell
81,438
-1,212
-1% -$29.7K 0.22% 78
2018
Q1 		$1.95M Buy
82,650
+1,146
+1% +$27.9K 0.23% 80
2017
Q4 		$1.91M Buy
81,504
+68,904
+547% +$1.58M 0.23% 81
2017
Q3 		$279K Hold
12,600
– – 0.04% 209
2017
Q2 		$267K Sell
12,600
-1,200
-9% -$25.1K 0.04% 211
2017
Q1 		$280K Sell
13,800
-1,200
-8% -$23.7K 0.04% 234
2016
Q4 		$279K Hold
15,000
– – 0.04% 238
2016
Q3 		$281K Hold
15,000
– – 0.04% 236
2016
Q2 		$268K Buy
+15,000
New +$267K 0.04% 252

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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

Johnson Financial Group Inc (Wisconsin)'s VUG Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its Vanguard Growth ETF (VUG) stake by 4% in Q1 2026, selling an estimated $49.9K and leaving 15,444 shares worth $1.12M. The position accounts for 0.04% of the portfolio, ranked #164.

Johnson Financial Group Inc (Wisconsin) first reported a position in VUG in Q2 2016 and has held it in 40 quarters since. The position peaked at $2.17M in Q3 2018. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) held 15,444 shares of Vanguard Growth ETF worth $1.12M as of Q1 2026.
  • Johnson Financial Group Inc (Wisconsin) sold 642 Vanguard Growth ETF shares in Q1 2026, an estimated $49.9K.
  • Vanguard Growth ETF made up 0.04% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #164 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Vanguard Growth ETF in Q2 2016 and has held it in 40 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s Vanguard Growth ETF position peaked at $2.17M in Q3 2018.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.