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Next Level Wealth Planning’s Vanguard Growth ETF VUG Stock Holding History

Next Level Wealth Planning’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 		$247K Sell
3,390
-504
-13% -$39.2K 0.13% 61
2025
Q4 		$317K Buy
3,894
+90
+2% +$7.3K 0.17% 46
2025
Q3 		$304K Sell
3,804
-162
-4% -$12.4K 0.17% 40
2025
Q2 		$290K Sell
3,966
-480
-11% -$31.6K 0.19% 40
2025
Q1 		$275K Buy
+4,446
New +$300K 0.21% 38

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

Next Level Wealth Planning's VUG Position: Q1 2026 in Review

Next Level Wealth Planning reduced its Vanguard Growth ETF (VUG) stake by 13% in Q1 2026, selling an estimated $39.2K and leaving 3,390 shares worth $247K. The position accounts for 0.13% of the portfolio, ranked #61.

Next Level Wealth Planning first reported a position in VUG in Q1 2025 and has held it in 5 quarters since. The position peaked at $317K in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Next Level Wealth Planning held 3,390 shares of Vanguard Growth ETF worth $247K as of Q1 2026.
  • Next Level Wealth Planning sold 504 Vanguard Growth ETF shares in Q1 2026, an estimated $39.2K.
  • Vanguard Growth ETF made up 0.13% of Next Level Wealth Planning's portfolio in Q1 2026, its #61 holding.
  • Next Level Wealth Planning first reported a position in Vanguard Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • Next Level Wealth Planning's Vanguard Growth ETF position peaked at $317K in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Next Level Wealth Planning's 13F filing for Q1 2026, filed 21 Apr 2026.