Madden Advisory Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Madden Advisory Services’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	$1.85M	Buy	25,362 +396	+2%	+$30.8K	0.73%	35
2025 Q4	$2.03M	Buy	24,966 +3,252	+15%	+$264K	0.82%	33
2025 Q3	$1.74M	Buy	21,714 +1,662	+8%	+$127K	0.67%	35
2025 Q2	$1.47M	Buy	20,052 +180	+0.9%	+$11.9K	0.62%	38
2025 Q1	$1.23M	Buy	19,872 +1,542	+8%	+$104K	0.57%	41
2024 Q4	$1.25M	Buy	18,330 +804	+5%	+$54K	0.58%	40
2024 Q3	$1.12M	Buy	17,526 +3,072	+21%	+$190K	0.51%	46
2024 Q2	$901K	Buy	14,454 +90	+0.6%	+$5.25K	0.46%	47
2024 Q1	$824K	Sell	14,364 -24	-0.2%	-$1.32K	0.43%	48
2023 Q4	$746K	Buy	14,388 +1,152	+9%	+$55.6K	0.42%	50
2023 Q3	$601K	Sell	13,236 -42	-0.3%	-$1.98K	0.38%	53
2023 Q2	$626K	Buy	13,278 +12	+0.1%	+$520	0.41%	48
2023 Q1	$552K	Buy	13,266 +12	+0.1%	+$467	0.39%	51
2022 Q4	$471K	Sell	13,254 -276	-2%	-$10.2K	0.35%	55
2022 Q3	$483K	Buy	13,530 +12	+0.1%	+$482	0.39%	50
2022 Q2	$502K	Buy	13,518 +8,112	+150%	+$333K	0.38%	51
2022 Q1	$259K	Hold	5,406	–	–	0.18%	65
2021 Q4	$289K	Hold	5,406	–	–	0.19%	65
2021 Q3	$261K	Sell	5,406 -276	-5%	-$13.7K	0.19%	66
2021 Q2	$272K	Hold	5,682	–	–	0.2%	62
2021 Q1	$243K	Sell	5,682 -1,818	-24%	-$77.8K	0.19%	62
2020 Q4	$317K	Buy	7,500 +228	+3%	+$9.1K	0.27%	55
2020 Q3	$275K	Buy	+7,272	New	+$268K	0.26%	58
2017 Q2	–	Sell	-510	Closed	-$10K	–	237
2017 Q1	$10K	Buy	+510	New	+$10.1K	0.01%	212
2015 Q4	–	Sell	-510	Closed	-$8K	–	272
2015 Q3	$8K	Hold	510	–	–	0.01%	234
2015 Q2	$9K	Buy	+510	New	+$9.27K	0.01%	231
2015 Q1	–	Sell	-510	Closed	-$9K	–	257
2014 Q4	$9K	Hold	510	–	–	0.01%	241
2014 Q3	$8K	Hold	510	–	–	﹤0.01%	302
2014 Q2	$8K	Sell	510 -4,224	-89%	-$67K	﹤0.01%	289
2014 Q1	$74K	Buy	+4,734	New	+$73.5K	0.04%	120

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

Madden Advisory Services's VUG Position: Q1 2026 in Review

Madden Advisory Services increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.6% in Q1 2026, buying an estimated $30.8K and bringing the position to 25,362 shares worth $1.85M. The position accounts for 0.73% of the portfolio, ranked #35.

Madden Advisory Services first reported a position in VUG in Q1 2014 and has held it in 30 quarters since. The position peaked at $2.03M in Q4 2025. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Madden Advisory Services held 25,362 shares of Vanguard Morningstar Growth ETF worth $1.85M as of Q1 2026.
Madden Advisory Services bought 396 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $30.8K.
Vanguard Morningstar Growth ETF made up 0.73% of Madden Advisory Services's portfolio in Q1 2026, its #35 holding.
Madden Advisory Services first reported a position in Vanguard Morningstar Growth ETF in Q1 2014 and has held it in 30 quarters since.
Madden Advisory Services's Vanguard Morningstar Growth ETF position peaked at $2.03M in Q4 2025.
2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Madden Advisory Services's 13F filing for Q1 2026, filed 11 May 2026.