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Old Peak Finance’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Old Peak Finance’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 		– Sell
-3,306
Closed -$269K – 90
2025
Q4 		$269K Buy
+3,306
New +$268K 0.17% 70

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Morgan Stanley
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Envestnet Asset Management
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Old Peak Finance's VUG Position: Q1 2026 in Review

Old Peak Finance sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2026, closing a stake of 3,306 shares — an estimated $269K sold.

Old Peak Finance first reported a position in VUG in Q4 2025 and held it in 1 quarter. The position peaked at $269K in Q4 2025. 2,733 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Old Peak Finance reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Old Peak Finance sold 3,306 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $269K.
  • Old Peak Finance first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and held it in 1 quarter.
  • Old Peak Finance's Vanguard Morningstar Growth ETF position peaked at $269K in Q4 2025.
  • 2,733 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Old Peak Finance's 13F filing for Q1 2026, filed 24 Apr 2026.