Monetary Management Group’s Vanguard Growth ETF VUG Stock Holding History

Monetary 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	$276K	Buy	3,792 +3,222	+565%	+$251K	0.07%	184
2025 Q4	$46.3K	Sell	570 -30	-5%	-$2.44K	0.01%	259
2025 Q3	$48K	Sell	600 -30	-5%	-$2.29K	0.01%	255
2025 Q2	$46K	Sell	630 -30	-5%	-$1.98K	0.01%	256
2025 Q1	$40.8K	Sell	660 -90	-12%	-$6.07K	0.01%	263
2024 Q4	$51.3K	Hold	750	–	–	0.01%	260
2024 Q3	$48K	Sell	750 -30	-4%	-$1.86K	0.01%	258
2024 Q2	$48.6K	Sell	780 -120	-13%	-$7K	0.01%	257
2024 Q1	$51.6K	Hold	900	–	–	0.01%	254
2023 Q4	$46.6K	Hold	900	–	–	0.01%	251
2023 Q3	$40.8K	Hold	900	–	–	0.01%	256
2023 Q2	$42.4K	Hold	900	–	–	0.01%	258
2023 Q1	$37.4K	Sell	900 -600	-40%	-$23.3K	0.01%	266
2022 Q4	$53.3K	Sell	1,500 -600	-29%	-$22.1K	0.02%	256
2022 Q3	$75K	Hold	2,100	–	–	0.02%	231
2022 Q2	$78K	Hold	2,100	–	–	0.02%	228
2022 Q1	$101K	Buy	2,100 +180	+9%	+$8.51K	0.03%	222
2021 Q4	$103K	Buy	+1,920	New	+$100K	0.03%	227

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

Monetary Management Group's VUG Position: Q1 2026 in Review

Monetary Management Group increased its Vanguard Growth ETF (VUG) stake by 565% in Q1 2026, buying an estimated $251K and bringing the position to 3,792 shares worth $276K. The position accounts for 0.07% of the portfolio, ranked #184.

Monetary Management Group first reported a position in VUG in Q4 2021 and has held it in 18 quarters since. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Monetary Management Group held 3,792 shares of Vanguard Growth ETF worth $276K as of Q1 2026.
Monetary Management Group bought 3,222 Vanguard Growth ETF shares in Q1 2026, an estimated $251K.
Vanguard Growth ETF made up 0.07% of Monetary Management Group's portfolio in Q1 2026, its #184 holding.
Monetary Management Group first reported a position in Vanguard Growth ETF in Q4 2021 and has held it in 18 quarters since.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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