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MA Private Wealth’s Vanguard Growth ETF VUG Stock Holding History

MA Private Wealth’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 		$6.82M Buy
93,672
+60
+0.1% +$4.67K 1.15% 24
2025
Q4 		$7.61M Sell
93,612
-216
-0.2% -$17.5K 1.27% 24
2025
Q3 		$7.5M Sell
93,828
-828
-0.9% -$63.3K 1.26% 22
2025
Q2 		$6.92M Sell
94,656
-252
-0.3% -$16.6K 1.24% 21
2025
Q1 		$5.87M Hold
94,908
– – 1.1% 18
2024
Q4 		$6.49M Sell
94,908
-300
-0.3% -$20.2K 1.21% 17
2024
Q3 		$6.09M Sell
95,208
-2,010
-2% -$125K 1.14% 17
2024
Q2 		$6.06M Sell
97,218
-396
-0.4% -$23.1K 1.2% 17
2024
Q1 		$5.6M Sell
97,614
-1,032
-1% -$56.8K 1.14% 18
2023
Q4 		$5.11M Sell
98,646
-1,938
-2% -$93.5K 1.09% 19
2023
Q3 		$4.57M Sell
100,584
-6
-0% -$283 1.08% 18
2023
Q2 		$4.74M Sell
100,590
-24
-0% -$1.04K 1.1% 19
2023
Q1 		$4.18M Sell
100,614
-78,126
-44% -$3.04M 1.02% 20
2022
Q4 		$6.35M Sell
178,740
-5,970
-3% -$220K 1.53% 19
2022
Q3 		$6.84M Sell
184,710
-222
-0.1% -$8.92K 1.7% 19
2022
Q2 		$6.99M Sell
184,932
-130,974
-41% -$5.38M 1.7% 19
2022
Q1 		$15.1M Sell
315,906
-26,832
-8% -$1.27M 2.76% 9
2021
Q4 		$18.3M Buy
342,738
+4,038
+1% +$210K 3.29% 10
2021
Q3 		$16.4M Buy
338,700
+924
+0.3% +$46K 3.22% 10
2021
Q2 		$16.1M Sell
337,776
-1,518
-0.4% -$68.9K 3.21% 9
2021
Q1 		$14.5M Buy
339,294
+18,588
+6% +$795K 3.03% 10
2020
Q4 		$13.5M Sell
320,706
-2,796
-0.9% -$112K 3.1% 12
2020
Q3 		$12.3M Sell
323,502
-15,834
-5% -$585K 2.89% 14
2020
Q2 		$11.4M Sell
339,336
-23,532
-6% -$724K 2.86% 14
2020
Q1 		$9.48M Sell
362,868
-6,162
-2% -$185K 2.78% 11
2019
Q4 		$11.2M Sell
369,030
-144,096
-28% -$4.16M 3.44% 9
2019
Q3 		$14.2M Sell
513,126
-32,382
-6% -$898K 4% 8
2019
Q2 		$14.9M Sell
545,508
-77,604
-12% -$2.07M 4.33% 8
2019
Q1 		$16.2M Sell
623,112
-123,408
-17% -$3.05M 5.16% 6
2018
Q4 		$16.7M Buy
+746,520
New +$18.1M 6.34% 5

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

MA Private Wealth's VUG Position: Q1 2026 in Review

MA Private Wealth increased its Vanguard Growth ETF (VUG) stake by 0.06% in Q1 2026, buying an estimated $4.67K and bringing the position to 93,672 shares worth $6.82M. The position accounts for 1.15% of the portfolio, ranked #24.

MA Private Wealth first reported a position in VUG in Q4 2018 and has held it in 30 quarters since. The position peaked at $18.3M in Q4 2021. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • MA Private Wealth held 93,672 shares of Vanguard Growth ETF worth $6.82M as of Q1 2026.
  • MA Private Wealth bought 60 Vanguard Growth ETF shares in Q1 2026, an estimated $4.67K.
  • Vanguard Growth ETF made up 1.15% of MA Private Wealth's portfolio in Q1 2026, its #24 holding.
  • MA Private Wealth first reported a position in Vanguard Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • MA Private Wealth's Vanguard Growth ETF position peaked at $18.3M in Q4 2021.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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