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MilWealth Group’s Vanguard Growth ETF VUG Stock Holding History

MilWealth 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 		$2.51M Sell
34,542
-222
-0.6% -$17.3K 0.6% 13
2025
Q4 		$2.83M Sell
34,764
-42
-0.1% -$3.41K 0.67% 13
2025
Q3 		$2.78M Sell
34,806
-204
-0.6% -$15.6K 0.68% 13
2025
Q2 		$2.56M Hold
35,010
– – 0.66% 13
2025
Q1 		$2.16M Sell
35,010
-66
-0.2% -$4.45K 0.6% 13
2024
Q4 		$2.4M Sell
35,076
-408
-1% -$27.4K 0.65% 13
2024
Q3 		$2.27M Sell
35,484
-12
-0% -$744 0.67% 13
2024
Q2 		$2.21M Sell
35,496
-1,284
-3% -$74.9K 0.7% 13
2024
Q1 		$2.11M Sell
36,780
-1,152
-3% -$63.3K 0.67% 14
2023
Q4 		$1.97M Sell
37,932
-1,404
-4% -$67.8K 0.65% 15
2023
Q3 		$1.79M Sell
39,336
-1,092
-3% -$51.6K 0.7% 13
2023
Q2 		$1.91M Sell
40,428
-714
-2% -$31K 0.74% 13
2023
Q1 		$1.71M Hold
41,142
– – 0.68% 13
2022
Q4 		$1.46M Sell
41,142
-438
-1% -$16.1K 0.6% 13
2022
Q3 		$1.48M Sell
41,580
-3,582
-8% -$144K 0.65% 13
2022
Q2 		$1.68M Sell
45,162
-792
-2% -$32.5K 0.72% 15
2022
Q1 		$2.2M Sell
45,954
-690
-1% -$32.6K 0.84% 13
2021
Q4 		$2.49M Sell
46,644
-636
-1% -$33.1K 0.92% 14
2021
Q3 		$2.29M Buy
47,280
+9,882
+26% +$492K 0.88% 13
2021
Q2 		$1.79M Sell
37,398
-336
-0.9% -$15.3K 0.78% 12
2021
Q1 		$1.62M Sell
37,734
-1,824
-5% -$78K 0.78% 11
2020
Q4 		$1.67M Sell
39,558
-1,932
-5% -$77.1K 0.83% 11
2020
Q3 		$1.57M Sell
41,490
-1,938
-4% -$71.6K 0.87% 11
2020
Q2 		$1.46M Buy
43,428
+12
+0% +$369 0.87% 11
2020
Q1 		$1.13M Buy
43,416
+4,302
+11% +$129K 0.88% 12
2019
Q4 		$1.19M Sell
39,114
-1,608
-4% -$46.4K 0.93% 10
2019
Q3 		$1.13M Sell
40,722
-1,272
-3% -$35.3K 0.95% 10
2019
Q2 		$1.14M Sell
41,994
-1,770
-4% -$47.3K 0.97% 10
2019
Q1 		$1.14M Sell
43,764
-960
-2% -$23.7K 1.02% 10
2018
Q4 		$1M Buy
+44,724
New +$1.08M 0.97% 11

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

MilWealth Group's VUG Position: Q1 2026 in Review

MilWealth Group reduced its Vanguard Growth ETF (VUG) stake by 0.64% in Q1 2026, selling an estimated $17.3K and leaving 34,542 shares worth $2.51M. The position accounts for 0.6% of the portfolio, ranked #13.

MilWealth Group first reported a position in VUG in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.83M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • MilWealth Group held 34,542 shares of Vanguard Growth ETF worth $2.51M as of Q1 2026.
  • MilWealth Group sold 222 Vanguard Growth ETF shares in Q1 2026, an estimated $17.3K.
  • Vanguard Growth ETF made up 0.6% of MilWealth Group's portfolio in Q1 2026, its #13 holding.
  • MilWealth Group first reported a position in Vanguard Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • MilWealth Group's Vanguard Growth ETF position peaked at $2.83M in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on MilWealth Group's 13F filing for Q1 2026, filed 1 May 2026.