Landmark Wealth Management (Illinois)’s Vanguard Growth ETF VUG Stock Holding History

Landmark Wealth Management (Illinois)’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	$501K	Buy	6,888 +12	+0.2%	+$934	0.19%	37
2025 Q4	$559K	Sell	6,876 -438	-6%	-$35.5K	0.21%	34
2025 Q3	$585K	Buy	7,314 +6	+0.1%	+$458	0.23%	34
2025 Q2	$534K	Sell	7,308 -696	-9%	-$45.8K	0.23%	38
2025 Q1	$495K	Hold	8,004	–	–	0.24%	44
2024 Q4	$547K	Sell	8,004 -378	-5%	-$25.4K	0.27%	42
2024 Q3	$536K	Buy	8,382 +6	+0.1%	+$372	0.27%	40
2024 Q2	$522K	Sell	8,376 -216	-3%	-$12.6K	0.29%	39
2024 Q1	$493K	Hold	8,592	–	–	5.08%	5
2023 Q4	$445K	Buy	+8,592	New	+$415K	4.59%	5

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

Landmark Wealth Management (Illinois)'s VUG Position: Q1 2026 in Review

Landmark Wealth Management (Illinois) increased its Vanguard Growth ETF (VUG) stake by 0.17% in Q1 2026, buying an estimated $934 and bringing the position to 6,888 shares worth $501K. The position accounts for 0.19% of the portfolio, ranked #37.

Landmark Wealth Management (Illinois) first reported a position in VUG in Q4 2023 and has held it in 10 quarters since. The position peaked at $585K in Q3 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Landmark Wealth Management (Illinois) held 6,888 shares of Vanguard Growth ETF worth $501K as of Q1 2026.
Landmark Wealth Management (Illinois) bought 12 Vanguard Growth ETF shares in Q1 2026, an estimated $934.
Vanguard Growth ETF made up 0.19% of Landmark Wealth Management (Illinois)'s portfolio in Q1 2026, its #37 holding.
Landmark Wealth Management (Illinois) first reported a position in Vanguard Growth ETF in Q4 2023 and has held it in 10 quarters since.
Landmark Wealth Management (Illinois)'s Vanguard Growth ETF position peaked at $585K in Q3 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Landmark Wealth Management (Illinois)'s 13F filing for Q1 2026, filed 22 Apr 2026.