Obermeyer Wealth Partners’s Vanguard Growth ETF VUG Stock Holding History

Obermeyer 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	$1.88M	Buy	25,836 +786	+3%	+$61.1K	0.09%	78
2025 Q4	$2.04M	Buy	25,050 +2,058	+9%	+$167K	0.09%	77
2025 Q3	$1.84M	Buy	22,992 +8,988	+64%	+$687K	0.09%	81
2025 Q2	$1.02M	Buy	14,004 +5,574	+66%	+$367K	0.05%	106
2025 Q1	$521K	Buy	8,430 +1,356	+19%	+$91.4K	0.03%	147
2024 Q4	$484K	Buy	7,074 +1,836	+35%	+$123K	0.03%	157
2024 Q3	$335K	Sell	5,238 -408	-7%	-$25.3K	0.02%	193
2024 Q2	$352K	Buy	+5,646	New	+$329K	0.02%	179
2022 Q2	–	Sell	-7,116	Closed	-$341K	–	239
2022 Q1	$341K	Hold	7,116	–	–	0.02%	156
2021 Q4	$381K	Hold	7,116	–	–	0.02%	141
2021 Q3	$344K	Buy	+7,116	New	+$354K	0.02%	151

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

Obermeyer Wealth Partners's VUG Position: Q1 2026 in Review

Obermeyer Wealth Partners increased its Vanguard Growth ETF (VUG) stake by 3.1% in Q1 2026, buying an estimated $61.1K and bringing the position to 25,836 shares worth $1.88M. The position accounts for 0.09% of the portfolio, ranked #78.

Obermeyer Wealth Partners first reported a position in VUG in Q3 2021 and has held it in 11 quarters since. The position peaked at $2.04M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Obermeyer Wealth Partners held 25,836 shares of Vanguard Growth ETF worth $1.88M as of Q1 2026.
Obermeyer Wealth Partners bought 786 Vanguard Growth ETF shares in Q1 2026, an estimated $61.1K.
Vanguard Growth ETF made up 0.09% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #78 holding.
Obermeyer Wealth Partners first reported a position in Vanguard Growth ETF in Q3 2021 and has held it in 11 quarters since.
Obermeyer Wealth Partners's Vanguard Growth ETF position peaked at $2.04M in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.