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

Liberty 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 		$2.19M Buy
30,120
+1,704
+6% +$133K 0.27% 69
2025
Q4 		$2.31M Sell
28,416
-1,380
-5% -$112K 0.3% 63
2025
Q3 		$2.38M Sell
29,796
-1,134
-4% -$86.7K 0.34% 61
2025
Q2 		$2.26M Buy
+30,930
New +$2.04M 0.35% 55
2025
Q1 		– Sell
-33,672
Closed -$2.3M – 212
2024
Q4 		$2.3M Buy
33,672
+54
+0.2% +$3.63K 0.38% 53
2024
Q3 		$2.15M Sell
33,618
-2,585,646
-99% -$160M 0.37% 52
2024
Q2 		$2.26M Buy
2,619,264
+2,586,738
+7,953% +$151M 0.41% 49
2024
Q1 		$1.88M Buy
32,526
+9,360
+40% +$515K 0.37% 53
2023
Q4 		$1.41M Sell
23,166
-3,048
-12% -$147K 0.3% 54
2023
Q3 		$1.19M Sell
26,214
-894
-3% -$42.2K 0.3% 52
2023
Q2 		$1.28M Sell
27,108
-6,066
-18% -$263K 0.32% 47
2023
Q1 		$1.37M Buy
+33,174
New +$1.29M 0.28% 60
2022
Q3 		$1.68M Buy
47,142
+3,732
+9% +$150K 0.45% 40
2022
Q2 		$1.83M Sell
43,410
-1,728
-4% -$71K 0.74% 32
2022
Q1 		$2.06M Buy
45,138
+44,988
+29,992% +$2.13M 0.74% 32
2021
Q4 		$10.5K Sell
150
-46,740
-100% -$2.43M 0.46% 25
2021
Q3 		$2.35M Buy
46,890
+20,748
+79% +$1.03M 0.84% 27
2021
Q2 		$1.12M Buy
26,142
+4,692
+22% +$213K 0.44% 36
2021
Q1 		$918K Hold
21,450
– – 0.45% 32
2020
Q4 		$918K Sell
21,450
-204
-0.9% -$8.14K 0.45% 32
2020
Q3 		$821K Buy
21,654
+828
+4% +$30.6K 0.48% 32
2020
Q2 		$702K Sell
20,826
-1,650
-7% -$50.7K 0.49% 36
2020
Q1 		$587K Sell
22,476
-1,836
-8% -$55K 0.51% 36
2019
Q4 		$738K Sell
24,312
-3,132
-11% -$90.4K 0.58% 29
2019
Q3 		$761K Buy
27,444
+678
+3% +$18.8K 0.72% 28
2019
Q2 		$729K Buy
26,766
+252
+1% +$6.73K 0.64% 31
2019
Q1 		$691K Buy
26,514
+174
+0.7% +$4.29K 0.52% 24
2018
Q4 		$589K Buy
+26,340
New +$638K 0.44% 30

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

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

Liberty Wealth Management increased its Vanguard Growth ETF (VUG) stake by 6% in Q1 2026, buying an estimated $133K and bringing the position to 30,120 shares worth $2.19M. The position accounts for 0.27% of the portfolio, ranked #69.

Liberty Wealth Management first reported a position in VUG in Q4 2018 and has held it in 28 quarters since. The position peaked at $2.38M in Q3 2025. 2,721 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Liberty Wealth Management held 30,120 shares of Vanguard Growth ETF worth $2.19M as of Q1 2026.
  • Liberty Wealth Management bought 1,704 Vanguard Growth ETF shares in Q1 2026, an estimated $133K.
  • Vanguard Growth ETF made up 0.27% of Liberty Wealth Management's portfolio in Q1 2026, its #69 holding.
  • Liberty Wealth Management first reported a position in Vanguard Growth ETF in Q4 2018 and has held it in 28 quarters since.
  • Liberty Wealth Management's Vanguard Growth ETF position peaked at $2.38M in Q3 2025.
  • 2,721 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Liberty Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.