Per Stirling Capital Management’s Vanguard Growth ETF VUG Stock Holding History

Per Stirling Capital Management’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	$643K	Buy	8,838 +1,410	+19%	+$110K	0.07%	178
2025 Q4	$604K	Buy	7,428 +1,794	+32%	+$146K	0.07%	173
2025 Q3	$450K	Hold	5,634	–	–	0.05%	190
2025 Q2	$412K	Hold	5,634	–	–	0.05%	187
2025 Q1	$348K	Buy	5,634 +6	+0.1%	+$405	0.05%	202
2024 Q4	$385K	Hold	5,628	–	–	0.05%	195
2024 Q3	$360K	Buy	5,628 +6	+0.1%	+$372	0.05%	211
2024 Q2	$350K	Hold	5,622	–	–	0.06%	191
2024 Q1	$322K	Buy	+5,622	New	+$309K	0.05%	183
2023 Q1	–	Sell	-62,268	Closed	-$2.21M	–	216
2022 Q4	$2.21M	Buy	+62,268	New	+$2.29M	0.4%	50

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

Per Stirling Capital Management's VUG Position: Q1 2026 in Review

Per Stirling Capital Management increased its Vanguard Growth ETF (VUG) stake by 19% in Q1 2026, buying an estimated $110K and bringing the position to 8,838 shares worth $643K. The position accounts for 0.07% of the portfolio, ranked #178.

Per Stirling Capital Management first reported a position in VUG in Q4 2022 and has held it in 10 quarters since. The position peaked at $2.21M in Q4 2022. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Per Stirling Capital Management held 8,838 shares of Vanguard Growth ETF worth $643K as of Q1 2026.
Per Stirling Capital Management bought 1,410 Vanguard Growth ETF shares in Q1 2026, an estimated $110K.
Vanguard Growth ETF made up 0.07% of Per Stirling Capital Management's portfolio in Q1 2026, its #178 holding.
Per Stirling Capital Management first reported a position in Vanguard Growth ETF in Q4 2022 and has held it in 10 quarters since.
Per Stirling Capital Management's Vanguard Growth ETF position peaked at $2.21M in Q4 2022.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.