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Prestige Wealth Management Group’s Vanguard Growth ETF VUG Stock Holding History

Prestige Wealth Management Group’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 		$6.61M Sell
90,834
-16,740
-16% -$1.3M 1.3% 16
2025
Q4 		$8.75M Sell
107,574
-924
-0.9% -$75K 1.67% 14
2025
Q3 		$8.68M Sell
108,498
-2,898
-3% -$221K 1.68% 14
2025
Q2 		$8.15M Buy
111,396
+1,884
+2% +$124K 1.66% 15
2025
Q1 		$6.77M Sell
109,512
-20,856
-16% -$1.41M 1.45% 14
2024
Q4 		$8.92M Sell
130,368
-2,454
-2% -$165K 1.85% 12
2024
Q3 		$8.5M Sell
132,822
-5,310
-4% -$329K 1.76% 12
2024
Q2 		$8.62M Sell
138,132
-6,708
-5% -$391K 1.86% 12
2024
Q1 		$8.31M Sell
144,840
-166,296
-53% -$9.14M 1.79% 12
2023
Q4 		$16.1M Sell
311,136
-2,088
-0.7% -$101K 3.66% 9
2023
Q3 		$14.2M Sell
313,224
-45,462
-13% -$2.15M 3.51% 9
2023
Q2 		$16.9M Sell
358,686
-2,748
-0.8% -$119K 4.01% 8
2023
Q1 		$15M Sell
361,434
-5,412
-1% -$210K 3.78% 7
2022
Q4 		$13M Buy
366,846
+6,900
+2% +$254K 3.4% 7
2022
Q3 		$12.8M Buy
359,946
+3,720
+1% +$150K 3.61% 7
2022
Q2 		$13.2M Buy
356,226
+12,546
+4% +$515K 3.59% 6
2022
Q1 		$16.5M Sell
343,680
-233,910
-40% -$11.1M 4.05% 6
2021
Q4 		$30.9M Sell
577,590
-73,896
-11% -$3.85M 7.38% 3
2021
Q3 		$31.5M Buy
651,486
+14,442
+2% +$719K 8.06% 3
2021
Q2 		$30.5M Buy
637,044
+13,374
+2% +$607K 8.08% 3
2021
Q1 		$26.7M Sell
623,670
-30,582
-5% -$1.31M 7.31% 4
2020
Q4 		$27.6M Buy
654,252
+126,804
+24% +$5.06M 7.57% 4
2020
Q3 		$20M Buy
527,448
+493,002
+1,431% +$18.2M 6.04% 5
2020
Q2 		$1.16M Buy
34,446
+33,384
+3,144% +$1.03M 0.41% 26
2020
Q1 		$28K Buy
+1,062
New +$31.8K 0.01% 239

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Prestige Wealth Management Group's VUG Position: Q1 2026 in Review

Prestige Wealth Management Group reduced its Vanguard Growth ETF (VUG) stake by 16% in Q1 2026, selling an estimated $1.3M and leaving 90,834 shares worth $6.61M. The position accounts for 1.3% of the portfolio, ranked #16.

Prestige Wealth Management Group first reported a position in VUG in Q1 2020 and has held it in 25 quarters since. The position peaked at $31.5M in Q3 2021. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Prestige Wealth Management Group held 90,834 shares of Vanguard Growth ETF worth $6.61M as of Q1 2026.
  • Prestige Wealth Management Group sold 16,740 Vanguard Growth ETF shares in Q1 2026, an estimated $1.3M.
  • Vanguard Growth ETF made up 1.3% of Prestige Wealth Management Group's portfolio in Q1 2026, its #16 holding.
  • Prestige Wealth Management Group first reported a position in Vanguard Growth ETF in Q1 2020 and has held it in 25 quarters since.
  • Prestige Wealth Management Group's Vanguard Growth ETF position peaked at $31.5M in Q3 2021.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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