Milestone Asset Management Group’s Vanguard Growth ETF VUG Stock Holding History

Milestone Asset Management Group’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	$756K	Buy	10,380 +396	+4%	+$30.8K	0.44%	56
2025 Q4	$812K	Buy	9,984 +606	+6%	+$49.2K	0.46%	52
2025 Q3	$750K	Buy	9,378 +6	+0.1%	+$458	0.47%	55
2025 Q2	$685K	Buy	9,372 +1,758	+23%	+$116K	0.51%	52
2025 Q1	$471K	Buy	7,614 +6	+0.1%	+$405	0.43%	59
2024 Q4	$521K	Buy	+7,608	New	+$511K	0.47%	55

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

Milestone Asset Management Group's VUG Position: Q1 2026 in Review

Milestone Asset Management Group increased its Vanguard Growth ETF (VUG) stake by 4% in Q1 2026, buying an estimated $30.8K and bringing the position to 10,380 shares worth $756K. The position accounts for 0.44% of the portfolio, ranked #56.

Milestone Asset Management Group first reported a position in VUG in Q4 2024 and has held it in 6 quarters since. The position peaked at $812K in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Milestone Asset Management Group held 10,380 shares of Vanguard Growth ETF worth $756K as of Q1 2026.
Milestone Asset Management Group bought 396 Vanguard Growth ETF shares in Q1 2026, an estimated $30.8K.
Vanguard Growth ETF made up 0.44% of Milestone Asset Management Group's portfolio in Q1 2026, its #56 holding.
Milestone Asset Management Group first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 6 quarters since.
Milestone Asset Management Group's Vanguard Growth ETF position peaked at $812K in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Milestone Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.