Monument Group Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

Monument Group Wealth 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	$255K	Sell	3,504 -4,134	-54%	-$322K	0.14%	35
2025 Q4	$621K	Buy	7,638 +2,346	+44%	+$190K	0.34%	17
2025 Q3	$423K	Hold	5,292	–	–	0.25%	20
2025 Q2	$387K	Sell	5,292 -3,258	-38%	-$214K	0.24%	26
2025 Q1	$528K	Buy	+8,550	New	+$576K	0.37%	20
2024 Q4	–	Sell	-5,382	Closed	-$345K	–	53
2024 Q3	$345K	Hold	5,382	–	–	0.21%	30
2024 Q2	$335K	Hold	5,382	–	–	0.23%	30
2024 Q1	$309K	Hold	5,382	–	–	0.23%	33
2023 Q4	$279K	Buy	+5,382	New	+$260K	0.24%	32

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

Monument Group Wealth Advisors's VUG Position: Q1 2026 in Review

Monument Group Wealth Advisors reduced its Vanguard Growth ETF (VUG) stake by 54% in Q1 2026, selling an estimated $322K and leaving 3,504 shares worth $255K. The position accounts for 0.14% of the portfolio, ranked #35.

Monument Group Wealth Advisors first reported a position in VUG in Q4 2023 and has held it in 9 quarters since. The position peaked at $621K in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Monument Group Wealth Advisors held 3,504 shares of Vanguard Growth ETF worth $255K as of Q1 2026.
Monument Group Wealth Advisors sold 4,134 Vanguard Growth ETF shares in Q1 2026, an estimated $322K.
Vanguard Growth ETF made up 0.14% of Monument Group Wealth Advisors's portfolio in Q1 2026, its #35 holding.
Monument Group Wealth Advisors first reported a position in Vanguard Growth ETF in Q4 2023 and has held it in 9 quarters since.
Monument Group Wealth Advisors's Vanguard Growth ETF position peaked at $621K in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.