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MONECO Advisors’s Vanguard Growth ETF VUG Stock Holding History

MONECO Advisors’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 		$19.7M Sell
271,194
-126
-0% -$9.8K 1.53% 15
2025
Q4 		$22.1M Sell
271,320
-3,684
-1% -$299K 1.75% 13
2025
Q3 		$22M Sell
275,004
-13,176
-5% -$1.01M 1.84% 12
2025
Q2 		$21.1M Sell
288,180
-20,532
-7% -$1.35M 1.96% 10
2025
Q1 		$19.1M Sell
308,712
-29,694
-9% -$2M 1.98% 5
2024
Q4 		$23.1M Sell
338,406
-6,846
-2% -$460K 2.44% 4
2024
Q3 		$22.1M Sell
345,252
-1,854
-0.5% -$115K 2.75% 2
2024
Q2 		$21.6M Buy
347,106
+5,022
+1% +$293K 3.18% 2
2024
Q1 		$19.6M Buy
342,084
+18,108
+6% +$996K 3.12% 1
2023
Q4 		$16.8M Buy
323,976
+103,260
+47% +$4.98M 3.2% 2
2023
Q3 		$10M Buy
220,716
+4,578
+2% +$216K 2.72% 3
2023
Q2 		$10.2M Buy
216,138
+72
+0% +$3.12K 2.77% 4
2023
Q1 		$8.98M Sell
216,066
-7,986
-4% -$311K 2.64% 5
2022
Q4 		$7.96M Sell
224,052
-4,974
-2% -$183K 2.88% 7
2022
Q3 		$8.17M Sell
229,026
-5,460
-2% -$219K 3.27% 3
2022
Q2 		$8.71M Sell
234,486
-18,042
-7% -$741K 3.38% 4
2022
Q1 		$12.1M Sell
252,528
-5,196
-2% -$246K 4.45% 2
2021
Q4 		$12.2M Sell
257,724
-5,466
-2% -$285K 4.58% 2
2021
Q3 		$12.7M Sell
263,190
-2,838
-1% -$141K 5.02% 1
2021
Q2 		$12.7M Sell
266,028
-10,062
-4% -$457K 5.85% 1
2021
Q1 		$11.8M Buy
276,090
+8,088
+3% +$346K 5.75% 1
2020
Q4 		$11.3M Sell
268,002
-5,154
-2% -$206K 6.26% 1
2020
Q3 		$10.4M Sell
273,156
-2,508
-0.9% -$92.6K 6.6% 1
2020
Q2 		$9.29M Buy
275,664
+5,718
+2% +$176K 7.27% 1
2020
Q1 		$7.05M Sell
269,946
-10,290
-4% -$308K 7.21% 2
2019
Q4 		$8.96M Sell
280,236
-37,944
-12% -$1.1M 6.38% 2
2019
Q3 		$8.82M Sell
318,180
-34,818
-10% -$966K 6.85% 2
2019
Q2 		$9.61M Buy
352,998
+11,448
+3% +$306K 7.73% 1
2019
Q1 		$8.9M Buy
341,550
+5,310
+2% +$131K 7.21% 1
2018
Q4 		$7.53M Buy
+336,240
New +$8.15M 8.76% 1

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

MONECO Advisors's VUG Position: Q1 2026 in Review

MONECO Advisors reduced its Vanguard Growth ETF (VUG) stake by 0.05% in Q1 2026, selling an estimated $9.8K and leaving 271,194 shares worth $19.7M. The position accounts for 1.53% of the portfolio, ranked #15.

MONECO Advisors first reported a position in VUG in Q4 2018 and has held it in 30 quarters since. The position peaked at $23.1M in Q4 2024. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • MONECO Advisors held 271,194 shares of Vanguard Growth ETF worth $19.7M as of Q1 2026.
  • MONECO Advisors sold 126 Vanguard Growth ETF shares in Q1 2026, an estimated $9.8K.
  • Vanguard Growth ETF made up 1.53% of MONECO Advisors's portfolio in Q1 2026, its #15 holding.
  • MONECO Advisors first reported a position in Vanguard Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • MONECO Advisors's Vanguard Growth ETF position peaked at $23.1M in Q4 2024.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.