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JT Stratford LLC’s Vanguard Growth ETF VUG Stock Holding History

JT Stratford LLC’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 		$3.24M Buy
44,454
+954
+2% +$74.2K 0.41% 57
2025
Q4 		$3.54M Buy
43,500
+6,174
+17% +$501K 0.45% 45
2025
Q3 		$2.98M Sell
37,326
-330
-0.9% -$25.2K 0.4% 56
2025
Q2 		$2.75M Buy
37,656
+5,856
+18% +$386K 0.42% 46
2025
Q1 		$1.97M Sell
31,800
-6,504
-17% -$439K 0.35% 65
2024
Q4 		$2.62M Buy
38,304
+744
+2% +$50K 0.43% 42
2024
Q3 		$2.4M Sell
37,560
-228
-0.6% -$14.1K 0.41% 50
2024
Q2 		$2.36M Buy
37,788
+4,938
+15% +$288K 0.44% 49
2024
Q1 		$1.88M Buy
32,850
+930
+3% +$51.1K 0.38% 67
2023
Q4 		$1.65M Sell
31,920
-6,672
-17% -$322K 0.38% 67
2023
Q3 		$1.75M Sell
38,592
-18,114
-32% -$856K 0.45% 53
2023
Q2 		$2.67M Sell
56,706
-18,216
-24% -$790K 0.72% 29
2023
Q1 		$3.11M Buy
74,922
+4,398
+6% +$171K 0.9% 19
2022
Q4 		$2.5M Buy
70,524
+6,876
+11% +$253K 0.8% 24
2022
Q3 		$2.27M Sell
63,648
-1,404
-2% -$56.4K 0.81% 30
2022
Q2 		$2.42M Buy
65,052
+1,548
+2% +$63.6K 0.77% 32
2022
Q1 		$3.04M Sell
63,504
-5,292
-8% -$250K 0.89% 29
2021
Q4 		$3.68M Sell
68,796
-204
-0.3% -$10.6K 1.01% 26
2021
Q3 		$3.34M Buy
69,000
+4,122
+6% +$205K 1.02% 22
2021
Q2 		$3.1M Buy
64,878
+924
+1% +$42K 0.99% 23
2021
Q1 		$2.74M Buy
63,954
+4,560
+8% +$195K 0.97% 25
2020
Q4 		$2.51M Sell
59,394
-3,150
-5% -$126K 0.94% 26
2020
Q3 		$2.37M Sell
62,544
-4,566
-7% -$169K 1.02% 23
2020
Q2 		$2.26M Buy
+67,110
New +$2.06M 1.16% 23
2020
Q1 		– Sell
-13,530
Closed -$411K – 150
2019
Q4 		$411K Buy
+13,530
New +$391K 0.19% 98
2019
Q2 		– Sell
-25,140
Closed -$655K – 154
2019
Q1 		$655K Sell
25,140
-21,390
-46% -$528K 0.38% 67
2018
Q4 		$1.04M Sell
46,530
-7,938
-15% -$192K 0.69% 49
2018
Q3 		$1.46M Buy
+54,468
New +$1.43M 0.84% 41

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

JT Stratford LLC's VUG Position: Q1 2026 in Review

JT Stratford LLC increased its Vanguard Growth ETF (VUG) stake by 2.2% in Q1 2026, buying an estimated $74.2K and bringing the position to 44,454 shares worth $3.24M. The position accounts for 0.41% of the portfolio, ranked #57.

JT Stratford LLC first reported a position in VUG in Q3 2018 and has held it in 28 quarters since. The position peaked at $3.68M in Q4 2021. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • JT Stratford LLC held 44,454 shares of Vanguard Growth ETF worth $3.24M as of Q1 2026.
  • JT Stratford LLC bought 954 Vanguard Growth ETF shares in Q1 2026, an estimated $74.2K.
  • Vanguard Growth ETF made up 0.41% of JT Stratford LLC's portfolio in Q1 2026, its #57 holding.
  • JT Stratford LLC first reported a position in Vanguard Growth ETF in Q3 2018 and has held it in 28 quarters since.
  • JT Stratford LLC's Vanguard Growth ETF position peaked at $3.68M in Q4 2021.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.