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Madison Wealth Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Madison Wealth Partners’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 		$4.01M Buy
55,134
+1,590
+3% +$124K 0.64% 29
2025
Q4 		$4.35M Buy
53,544
+594
+1% +$48.2K 0.79% 23
2025
Q3 		$4.23M Sell
52,950
-1,062
-2% -$81.2K 0.84% 21
2025
Q2 		$3.95M Buy
54,012
+3,084
+6% +$203K 0.86% 21
2025
Q1 		$3.15M Buy
50,928
+1,434
+3% +$96.7K 0.78% 22
2024
Q4 		$3.39M Sell
49,494
-318
-0.6% -$21.4K 0.95% 19
2024
Q3 		$3.19M Buy
49,812
+798
+2% +$49.5K 0.94% 20
2024
Q2 		$3.06M Buy
49,014
+192
+0.4% +$11.2K 1.05% 18
2024
Q1 		$2.8M Sell
48,822
-1,218
-2% -$67K 1.01% 21
2023
Q4 		$2.59M Buy
50,040
+1,488
+3% +$71.8K 1.03% 21
2023
Q3 		$2.2M Hold
48,552
– – 1.11% 17
2023
Q2 		$2.29M Sell
48,552
-666
-1% -$28.9K 1.07% 20
2023
Q1 		$2.05M Sell
49,218
-846
-2% -$32.9K 1.03% 19
2022
Q4 		$1.78M Hold
50,064
– – 1.04% 19
2022
Q3 		$1.78M Hold
50,064
– – 1.17% 16
2022
Q2 		$1.86M Buy
50,064
+1,032
+2% +$42.4K 1.18% 16
2022
Q1 		$2.35M Buy
49,032
+2,580
+6% +$122K 1.31% 16
2021
Q4 		$2.48M Buy
46,452
+282
+0.6% +$14.7K 1.25% 15
2021
Q3 		$2.23M Sell
46,170
-948
-2% -$47.2K 1.26% 15
2021
Q2 		$2.25M Buy
47,118
+8,190
+21% +$372K 1.29% 14
2021
Q1 		$1.64M Hold
38,928
– – 1.16% 14
2020
Q4 		$1.64M Buy
+38,928
New +$1.55M 1.1% 15

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 $424B AUM 22.94% 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

Madison Wealth Partners's VUG Position: Q1 2026 in Review

Madison Wealth Partners increased its Vanguard Morningstar Growth ETF (VUG) stake by 3% in Q1 2026, buying an estimated $124K and bringing the position to 55,134 shares worth $4.01M. The position accounts for 0.64% of the portfolio, ranked #29.

Madison Wealth Partners first reported a position in VUG in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.35M in Q4 2025. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Madison Wealth Partners held 55,134 shares of Vanguard Morningstar Growth ETF worth $4.01M as of Q1 2026.
  • Madison Wealth Partners bought 1,590 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $124K.
  • Vanguard Morningstar Growth ETF made up 0.64% of Madison Wealth Partners's portfolio in Q1 2026, its #29 holding.
  • Madison Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Madison Wealth Partners's Vanguard Morningstar Growth ETF position peaked at $4.35M in Q4 2025.
  • 2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.