LWM
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Lyell Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Lyell 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 		$407K Buy
5,586
+1,110
+25% +$86.4K 0.03% 166
2025
Q4 		$364K Buy
4,476
+96
+2% +$7.79K 0.03% 168
2025
Q3 		$350K Hold
4,380
– – 0.03% 169
2025
Q2 		$320K Buy
+4,380
New +$288K 0.03% 173
2025
Q1 		– Sell
-3,156
Closed -$216K – 209
2024
Q4 		$216K Sell
3,156
-3,858
-55% -$259K 0.02% 195
2024
Q3 		$449K Buy
7,014
+474
+7% +$29.4K 0.04% 151
2024
Q2 		$408K Hold
6,540
– – 0.04% 147
2024
Q1 		$375K Sell
6,540
-426
-6% -$23.4K 0.04% 156
2023
Q4 		$361K Hold
6,966
– – 0.04% 150
2023
Q3 		$316K Hold
6,966
– – 0.04% 146
2023
Q2 		$329K Hold
6,966
– – 0.04% 152
2023
Q1 		$290K Hold
6,966
– – 0.04% 169
2022
Q4 		$247K Hold
6,966
– – 0.04% 173
2022
Q3 		$248K Hold
6,966
– – 0.04% 170
2022
Q2 		$259K Hold
6,966
– – 0.04% 165
2022
Q1 		$334K Hold
6,966
– – 0.04% 163
2021
Q4 		$373K Hold
6,966
– – 0.04% 150
2021
Q3 		$337K Hold
6,966
– – 0.04% 150
2021
Q2 		$333K Sell
6,966
-366
-5% -$16.6K 0.04% 160
2021
Q1 		$314K Sell
7,332
-3,654
-33% -$156K 0.05% 151
2020
Q4 		$464K Sell
10,986
-3,900
-26% -$156K 0.07% 119
2020
Q3 		$565K Buy
14,886
+7,116
+92% +$263K 0.11% 91
2020
Q2 		$262K Hold
7,770
– – 0.06% 109
2020
Q1 		$203K Hold
7,770
– – 0.06% 117
2019
Q4 		$236K Hold
7,770
– – 0.06% 118
2019
Q3 		$215K Sell
7,770
-3,000
-28% -$83.2K 0.06% 115
2019
Q2 		$294K Sell
10,770
-3,450
-24% -$92.2K 0.09% 104
2019
Q1 		$372K Buy
+14,220
New +$351K 0.12% 97

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

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

Lyell Wealth Management increased its Vanguard Growth ETF (VUG) stake by 25% in Q1 2026, buying an estimated $86.4K and bringing the position to 5,586 shares worth $407K. The position accounts for 0.03% of the portfolio, ranked #166.

Lyell Wealth Management first reported a position in VUG in Q1 2019 and has held it in 28 quarters since. The position peaked at $565K in Q3 2020. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Lyell Wealth Management held 5,586 shares of Vanguard Growth ETF worth $407K as of Q1 2026.
  • Lyell Wealth Management bought 1,110 Vanguard Growth ETF shares in Q1 2026, an estimated $86.4K.
  • Vanguard Growth ETF made up 0.03% of Lyell Wealth Management's portfolio in Q1 2026, its #166 holding.
  • Lyell Wealth Management first reported a position in Vanguard Growth ETF in Q1 2019 and has held it in 28 quarters since.
  • Lyell Wealth Management's Vanguard Growth ETF position peaked at $565K in Q3 2020.
  • 2,722 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.