Moss Adams Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

Moss Adams 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	$296K	Hold	4,062	–	–	0.02%	208
2025 Q4	$330K	Sell	4,062 -348	-8%	-$28.2K	0.02%	185
2025 Q3	$353K	Sell	4,410 -474	-10%	-$36.2K	0.03%	171
2025 Q2	$357K	Hold	4,884	–	–	0.03%	169
2025 Q1	$302K	Buy	4,884 +234	+5%	+$15.8K	0.03%	163
2024 Q4	$318K	Hold	4,650	–	–	0.03%	143
2024 Q3	$298K	Sell	4,650 -24	-0.5%	-$1.49K	0.03%	144
2024 Q2	$292K	Sell	4,674 -108	-2%	-$6.3K	0.04%	120
2024 Q1	$274K	Buy	4,782 +132	+3%	+$7.26K	0.04%	116
2023 Q4	$241K	Sell	4,650 -3,600	-44%	-$174K	0.05%	103
2023 Q3	$374K	Hold	8,250	–	–	0.13%	53
2023 Q2	$389K	Hold	8,250	–	–	0.13%	52
2023 Q1	$343K	Hold	8,250	–	–	0.12%	55
2022 Q4	$293K	Buy	+8,250	New	+$303K	0.15%	73

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

Moss Adams Wealth Advisors's VUG Position: Q1 2026 in Review

Moss Adams Wealth Advisors held its Vanguard Growth ETF (VUG) position steady in Q1 2026 at 4,062 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #208.

Moss Adams Wealth Advisors first reported a position in VUG in Q4 2022 and has held it in 14 quarters since. The position peaked at $389K in Q2 2023. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Moss Adams Wealth Advisors held 4,062 shares of Vanguard Growth ETF worth $296K as of Q1 2026.
Moss Adams Wealth Advisors left its Vanguard Growth ETF share count unchanged in Q1 2026.
Vanguard Growth ETF made up 0.02% of Moss Adams Wealth Advisors's portfolio in Q1 2026, its #208 holding.
Moss Adams Wealth Advisors first reported a position in Vanguard Growth ETF in Q4 2022 and has held it in 14 quarters since.
Moss Adams Wealth Advisors's Vanguard Growth ETF position peaked at $389K in Q2 2023.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.