Power Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Power Wealth 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	$265K	Buy	3,636 +24	+0.7%	+$1.87K	0.1%	82
2025 Q4	$294K	Sell	3,612 -30	-0.8%	-$2.44K	0.1%	79
2025 Q3	$291K	Sell	3,642 -6	-0.2%	-$458	0.11%	76
2025 Q2	$267K	Sell	3,648 -186	-5%	-$12.2K	0.1%	81
2025 Q1	$237K	Sell	3,834 -432	-10%	-$29.1K	0.1%	77
2024 Q4	$292K	Sell	4,266 -582	-12%	-$39.1K	0.12%	79
2024 Q3	$310K	Hold	4,848	–	–	0.13%	75
2024 Q2	$302K	Hold	4,848	–	–	0.14%	81
2024 Q1	$278K	Sell	4,848 -390	-7%	-$21.4K	0.17%	81
2023 Q4	$271K	Buy	+5,238	New	+$253K	0.19%	79

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

Power Wealth Management's VUG Position: Q1 2026 in Review

Power Wealth Management increased its Vanguard Growth ETF (VUG) stake by 0.66% in Q1 2026, buying an estimated $1.87K and bringing the position to 3,636 shares worth $265K. The position accounts for 0.1% of the portfolio, ranked #82.

Power Wealth Management first reported a position in VUG in Q4 2023 and has held it in 10 quarters since. The position peaked at $310K in Q3 2024. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Power Wealth Management held 3,636 shares of Vanguard Growth ETF worth $265K as of Q1 2026.
Power Wealth Management bought 24 Vanguard Growth ETF shares in Q1 2026, an estimated $1.87K.
Vanguard Growth ETF made up 0.1% of Power Wealth Management's portfolio in Q1 2026, its #82 holding.
Power Wealth Management first reported a position in Vanguard Growth ETF in Q4 2023 and has held it in 10 quarters since.
Power Wealth Management's Vanguard Growth ETF position peaked at $310K in Q3 2024.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Power Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.