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

Melfa 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	$292K	Sell	4,014 -336	-8%	-$26.1K	0.17%	122
2025 Q4	$354K	Hold	4,350	–	–	0.2%	113
2025 Q3	$348K	Hold	4,350	–	–	0.2%	119
2025 Q2	$318K	Sell	4,350 -600	-12%	-$39.5K	0.2%	120
2025 Q1	$306K	Hold	4,950	–	–	0.21%	118
2024 Q4	$338K	Sell	4,950 -300	-6%	-$20.2K	0.23%	109
2024 Q3	$336K	Buy	5,250 +630	+14%	+$39K	0.22%	112
2024 Q2	$288K	Hold	4,620	–	–	0.2%	119
2024 Q1	$265K	Buy	+4,620	New	+$254K	0.19%	119

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

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

Melfa Wealth Management reduced its Vanguard Growth ETF (VUG) stake by 7.7% in Q1 2026, selling an estimated $26.1K and leaving 4,014 shares worth $292K. The position accounts for 0.17% of the portfolio, ranked #122.

Melfa Wealth Management first reported a position in VUG in Q1 2024 and has held it in 9 quarters since. The position peaked at $354K in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Melfa Wealth Management held 4,014 shares of Vanguard Growth ETF worth $292K as of Q1 2026.
Melfa Wealth Management sold 336 Vanguard Growth ETF shares in Q1 2026, an estimated $26.1K.
Vanguard Growth ETF made up 0.17% of Melfa Wealth Management's portfolio in Q1 2026, its #122 holding.
Melfa Wealth Management first reported a position in Vanguard Growth ETF in Q1 2024 and has held it in 9 quarters since.
Melfa Wealth Management's Vanguard Growth ETF position peaked at $354K in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Melfa Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.