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Montis Financial’s Vanguard Growth ETF VUG Stock Holding History

Montis Financial’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 		$335K Buy
+4,602
New +$358K 0.07% 119
2025
Q4 		– Sell
-10,170
Closed -$813K – 164
2025
Q3 		$813K Sell
10,170
-720
-7% -$55K 0.19% 73
2025
Q2 		$796K Hold
10,890
– – 0.22% 63
2025
Q1 		$673K Buy
+10,890
New +$734K 0.2% 71

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

Montis Financial's VUG Position: Q1 2026 in Review

Montis Financial opened a new position in Vanguard Growth ETF (VUG) in Q1 2026: 4,602 shares worth $335K. The stake represents 0.07% of the portfolio and ranks #119 among its holdings. This is a return to the name: Montis Financial previously reported a position in VUG as recently as Q3 2025.

Montis Financial first reported a position in VUG in Q1 2025 and has held it in 4 quarters since. The position peaked at $813K in Q3 2025. 2,721 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Montis Financial held 4,602 shares of Vanguard Growth ETF worth $335K as of Q1 2026.
  • Vanguard Growth ETF was a new Montis Financial position in Q1 2026.
  • Vanguard Growth ETF made up 0.07% of Montis Financial's portfolio in Q1 2026, its #119 holding.
  • Montis Financial first reported a position in Vanguard Growth ETF in Q1 2025 and has held it in 4 quarters since.
  • Montis Financial's Vanguard Growth ETF position peaked at $813K in Q3 2025.
  • 2,721 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.