MY Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

MY Wealth Management’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	$230K	Buy	3,726 +300	+9%	+$23.3K	0.22%	24
2025 Q4	$279K	Hold	3,426	–	–	0.24%	29
2025 Q3	$274K	Hold	3,426	–	–	0.24%	28
2025 Q2	$250K	Sell	3,426 -300	-8%	-$19.8K	0.24%	27
2025 Q1	$230K	Hold	3,726	–	–	0.22%	24
2024 Q4	$255K	Sell	3,726 -84	-2%	-$5.64K	0.25%	24
2024 Q3	$244K	Buy	+3,810	New	+$236K	0.25%	24
2024 Q2	–	Sell	-3,810	Closed	-$219K	–	27
2024 Q1	$219K	Sell	3,810 -2,634	-41%	-$145K	0.24%	24
2023 Q4	$334K	Sell	6,444 -426	-6%	-$20.6K	0.31%	23
2023 Q3	$312K	Hold	6,870	–	–	0.31%	26
2023 Q2	$324K	Hold	6,870	–	–	0.3%	27
2023 Q1	$286K	Hold	6,870	–	–	0.29%	27
2022 Q4	$244K	Hold	6,870	–	–	0.37%	23
2022 Q3	$245K	Sell	6,870 -1,206	-15%	-$48.5K	0.26%	24
2022 Q2	$300K	Hold	8,076	–	–	0.32%	25
2022 Q1	$387K	Sell	8,076 -234	-3%	-$11.1K	0.36%	23
2021 Q4	$444K	Buy	+8,310	New	+$433K	0.39%	23

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

MY Wealth Management's VUG Position: Q1 2026 in Review

MY Wealth Management increased its Vanguard Growth ETF (VUG) stake by 8.8% in Q1 2026, buying an estimated $23.3K and bringing the position to 3,726 shares worth $230K. The position accounts for 0.22% of the portfolio, ranked #24.

MY Wealth Management first reported a position in VUG in Q4 2021 and has held it in 17 quarters since. The position peaked at $444K in Q4 2021. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

MY Wealth Management held 3,726 shares of Vanguard Growth ETF worth $230K as of Q1 2026.
MY Wealth Management bought 300 Vanguard Growth ETF shares in Q1 2026, an estimated $23.3K.
Vanguard Growth ETF made up 0.22% of MY Wealth Management's portfolio in Q1 2026, its #24 holding.
MY Wealth Management first reported a position in Vanguard Growth ETF in Q4 2021 and has held it in 17 quarters since.
MY Wealth Management's Vanguard Growth ETF position peaked at $444K in Q4 2021.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on MY Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.