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NewEdge Wealth’s Vanguard Growth ETF VUG Stock Holding History

NewEdge Wealth’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 		$20.4M Buy
280,554
+46,014
+20% +$3.58M 0.24% 88
2025
Q4 		$19.1M Buy
234,540
+1,404
+0.6% +$114K 0.22% 92
2025
Q3 		$19.2M Buy
233,136
+3,564
+2% +$272K 0.28% 81
2025
Q2 		$17.4M Buy
229,572
+54,504
+31% +$3.59M 0.27% 86
2025
Q1 		$10.8M Buy
175,068
+3,708
+2% +$250K 0.2% 102
2024
Q4 		$11.7M Buy
171,360
+876
+0.5% +$58.8K 0.2% 107
2024
Q3 		$10.9M Sell
170,484
-4,806
-3% -$298K 0.2% 111
2024
Q2 		$10.9M Sell
175,290
-63,096
-26% -$3.68M 0.24% 103
2024
Q1 		$13.2M Buy
238,386
+11,646
+5% +$640K 0.3% 92
2023
Q4 		$11.7M Buy
226,740
+20,076
+10% +$969K 0.3% 90
2023
Q3 		$9.38M Buy
206,664
+12,036
+6% +$568K 0.3% 95
2023
Q2 		$9.18M Sell
194,628
-7,386
-4% -$320K 0.31% 91
2023
Q1 		$8.4M Buy
202,014
+69,600
+53% +$2.71M 0.32% 87
2022
Q4 		$4.7M Buy
132,414
+14,544
+12% +$535K 0.2% 115
2022
Q3 		$4.2M Sell
117,870
-10,680
-8% -$429K 0.2% 115
2022
Q2 		$4.78M Buy
128,550
+240
+0.2% +$9.86K 0.22% 109
2022
Q1 		$6.15M Sell
128,310
-22,254
-15% -$1.05M 0.27% 97
2021
Q4 		$8.05M Buy
150,564
+12,078
+9% +$629K 0.34% 78
2021
Q3 		$6.7M Hold
138,486
– – 0.4% 70
2021
Q2 		$6.62M Sell
138,486
-158,598
-53% -$7.2M 0.51% 62
2021
Q1 		$12.7M Buy
297,084
+139,008
+88% +$5.95M 1.27% 16
2020
Q4 		$6.67M Buy
+158,076
New +$6.31M 2.05% 11

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

NewEdge Wealth's VUG Position: Q1 2026 in Review

NewEdge Wealth increased its Vanguard Growth ETF (VUG) stake by 20% in Q1 2026, buying an estimated $3.58M and bringing the position to 280,554 shares worth $20.4M. The position accounts for 0.24% of the portfolio, ranked #88.

NewEdge Wealth first reported a position in VUG in Q4 2020 and has held it in 22 quarters since. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • NewEdge Wealth held 280,554 shares of Vanguard Growth ETF worth $20.4M as of Q1 2026.
  • NewEdge Wealth bought 46,014 Vanguard Growth ETF shares in Q1 2026, an estimated $3.58M.
  • Vanguard Growth ETF made up 0.24% of NewEdge Wealth's portfolio in Q1 2026, its #88 holding.
  • NewEdge Wealth first reported a position in Vanguard Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.