Oak Harbor Wealth Partners’s Vanguard Growth ETF VUG Stock Holding History

Oak Harbor Wealth Partners’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	$961K	Buy	13,200 +6,648	+101%	+$517K	0.23%	98
2025 Q4	$533K	Buy	6,552 +2,880	+78%	+$234K	0.13%	134
2025 Q3	$294K	Buy	3,672 +708	+24%	+$54.1K	0.07%	169
2025 Q2	$217K	Buy	2,964 +1,974	+199%	+$130K	0.06%	187
2025 Q1	$61.2K	Hold	990	–	–	0.02%	215
2024 Q4	$67.7K	Hold	990	–	–	0.02%	190
2024 Q3	$63.3K	Hold	990	–	–	0.02%	185
2024 Q2	$61.7K	Sell	990 -180	-15%	-$10.5K	0.02%	184
2024 Q1	$67.1K	Hold	1,170	–	–	0.02%	188
2023 Q4	$60.6K	Hold	1,170	–	–	0.02%	185
2023 Q3	$53.1K	Hold	1,170	–	–	0.02%	187
2023 Q2	$55.2K	Hold	1,170	–	–	0.02%	192
2023 Q1	$48.6K	Hold	1,170	–	–	0.02%	186
2022 Q4	$41.6K	Buy	1,170 +450	+63%	+$16.6K	0.02%	185
2022 Q3	$26K	Sell	720 -600	-45%	-$24.1K	0.01%	185
2022 Q2	$49K	Hold	1,320	–	–	0.02%	176
2022 Q1	$63K	Hold	1,320	–	–	0.02%	185
2021 Q4	$71K	Buy	+1,320	New	+$68.8K	0.02%	191

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

Oak Harbor Wealth Partners's VUG Position: Q1 2026 in Review

Oak Harbor Wealth Partners increased its Vanguard Growth ETF (VUG) stake by 101% in Q1 2026, buying an estimated $517K and bringing the position to 13,200 shares worth $961K. The position accounts for 0.23% of the portfolio, ranked #98.

Oak Harbor Wealth Partners first reported a position in VUG in Q4 2021 and has held it in 18 quarters since. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Oak Harbor Wealth Partners held 13,200 shares of Vanguard Growth ETF worth $961K as of Q1 2026.
Oak Harbor Wealth Partners bought 6,648 Vanguard Growth ETF shares in Q1 2026, an estimated $517K.
Vanguard Growth ETF made up 0.23% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #98 holding.
Oak Harbor Wealth Partners first reported a position in Vanguard Growth ETF in Q4 2021 and has held it in 18 quarters since.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.