JPL Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

JPL 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	$288K	Sell	3,954 -6	-0.2%	-$467	0.07%	107
2025 Q4	$322K	Sell	3,960 -948	-19%	-$76.9K	0.08%	102
2025 Q3	$392K	Sell	4,908 -216	-4%	-$16.5K	0.09%	101
2025 Q2	$374K	Sell	5,124 -678	-12%	-$44.6K	0.1%	96
2025 Q1	$359K	Sell	5,802 -408	-7%	-$27.5K	0.1%	97
2024 Q4	$425K	Buy	+6,210	New	+$417K	0.12%	100
2024 Q2	$255K	Sell	4,092 -594	-13%	-$34.6K	0.12%	91
2024 Q1	$269K	Sell	4,686 -318	-6%	-$17.5K	0.15%	96
2023 Q4	$259K	Buy	+5,004	New	+$242K	0.19%	94

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

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

JPL Wealth Management reduced its Vanguard Growth ETF (VUG) stake by 0.15% in Q1 2026, selling an estimated $467 and leaving 3,954 shares worth $288K. The position accounts for 0.07% of the portfolio, ranked #107.

JPL Wealth Management first reported a position in VUG in Q4 2023 and has held it in 9 quarters since. The position peaked at $425K in Q4 2024. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

JPL Wealth Management held 3,954 shares of Vanguard Growth ETF worth $288K as of Q1 2026.
JPL Wealth Management sold 6 Vanguard Growth ETF shares in Q1 2026, an estimated $467.
Vanguard Growth ETF made up 0.07% of JPL Wealth Management's portfolio in Q1 2026, its #107 holding.
JPL Wealth Management first reported a position in Vanguard Growth ETF in Q4 2023 and has held it in 9 quarters since.
JPL Wealth Management's Vanguard Growth ETF position peaked at $425K in Q4 2024.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.