Laurel Wealth Planning’s Vanguard Growth ETF VUG Stock Holding History

Laurel Wealth Planning’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	$354K	Sell	4,866 -1,074	-18%	-$83.5K	0.19%	49
2025 Q4	$483K	Buy	5,940 +366	+7%	+$29.7K	0.27%	46
2025 Q3	$446K	Hold	5,574	–	–	0.24%	48
2025 Q2	$407K	Sell	5,574 -102	-2%	-$6.71K	0.23%	45
2025 Q1	$351K	Hold	5,676	–	–	0.23%	44
2024 Q4	$388K	Hold	5,676	–	–	0.25%	44
2024 Q3	$363K	Hold	5,676	–	–	0.24%	44
2024 Q2	$354K	Hold	5,676	–	–	0.25%	42
2024 Q1	$326K	Hold	5,676	–	–	0.22%	44
2023 Q4	$294K	Hold	5,676	–	–	0.21%	45
2023 Q3	$258K	Hold	5,676	–	–	0.2%	46
2023 Q2	$268K	Hold	5,676	–	–	0.19%	49
2023 Q1	$236K	Hold	5,676	–	–	0.16%	54
2022 Q4	$202K	Hold	5,676	–	–	0.13%	59
2022 Q3	$202K	Hold	5,676	–	–	0.15%	55
2022 Q2	$211K	Hold	5,676	–	–	0.15%	58
2022 Q1	$272K	Hold	5,676	–	–	0.18%	62
2021 Q4	$304K	Hold	5,676	–	–	0.23%	56
2021 Q3	$275K	Buy	+5,676	New	+$282K	0.22%	52

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

Laurel Wealth Planning's VUG Position: Q1 2026 in Review

Laurel Wealth Planning reduced its Vanguard Growth ETF (VUG) stake by 18% in Q1 2026, selling an estimated $83.5K and leaving 4,866 shares worth $354K. The position accounts for 0.19% of the portfolio, ranked #49.

Laurel Wealth Planning first reported a position in VUG in Q3 2021 and has held it in 19 quarters since. The position peaked at $483K in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Laurel Wealth Planning held 4,866 shares of Vanguard Growth ETF worth $354K as of Q1 2026.
Laurel Wealth Planning sold 1,074 Vanguard Growth ETF shares in Q1 2026, an estimated $83.5K.
Vanguard Growth ETF made up 0.19% of Laurel Wealth Planning's portfolio in Q1 2026, its #49 holding.
Laurel Wealth Planning first reported a position in Vanguard Growth ETF in Q3 2021 and has held it in 19 quarters since.
Laurel Wealth Planning's Vanguard Growth ETF position peaked at $483K in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Laurel Wealth Planning's 13F filing for Q1 2026, filed 23 Apr 2026.