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Prosperity Consulting Group’s Vanguard Growth ETF VUG Stock Holding History

Prosperity Consulting 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 		$2.02M Buy
27,762
+480
+2% +$37.3K 0.09% 157
2025
Q4 		$2.22M Sell
27,282
-828
-3% -$67.2K 0.1% 149
2025
Q3 		$2.25M Buy
28,110
+13,344
+90% +$1.02M 0.11% 144
2025
Q2 		$1.08M Sell
14,766
-672
-4% -$44.2K 0.08% 215
2025
Q1 		$954K Buy
15,438
+228
+1% +$15.4K 0.07% 228
2024
Q4 		$1.04M Sell
15,210
-1,560
-9% -$105K 0.08% 219
2024
Q3 		$1.07M Buy
16,770
+2,346
+16% +$145K 0.08% 219
2024
Q2 		$899K Buy
14,424
+138
+1% +$8.05K 0.12% 131
2024
Q1 		$820K Buy
14,286
+1,488
+12% +$81.8K 0.1% 143
2023
Q4 		$663K Sell
12,798
-216
-2% -$10.4K 0.22% 86
2023
Q3 		$591K Buy
13,014
+1,512
+13% +$71.4K 0.27% 80
2023
Q2 		$543K Sell
11,502
-96
-0.8% -$4.16K 0.33% 65
2023
Q1 		$482K Buy
11,598
+18
+0.2% +$700 0.3% 67
2022
Q4 		$411K Buy
11,580
+3,054
+36% +$112K 0.27% 69
2022
Q3 		$304K Buy
8,526
+156
+2% +$6.27K 0.25% 74
2022
Q2 		$311K Buy
8,370
+12
+0.1% +$493 0.27% 64
2022
Q1 		$401K Sell
8,358
-516
-6% -$24.4K 0.3% 66
2021
Q4 		$436K Buy
+8,874
New +$462K 0.33% 63

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

Prosperity Consulting Group's VUG Position: Q1 2026 in Review

Prosperity Consulting Group increased its Vanguard Growth ETF (VUG) stake by 1.8% in Q1 2026, buying an estimated $37.3K and bringing the position to 27,762 shares worth $2.02M. The position accounts for 0.09% of the portfolio, ranked #157.

Prosperity Consulting Group first reported a position in VUG in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.25M in Q3 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Prosperity Consulting Group held 27,762 shares of Vanguard Growth ETF worth $2.02M as of Q1 2026.
  • Prosperity Consulting Group bought 480 Vanguard Growth ETF shares in Q1 2026, an estimated $37.3K.
  • Vanguard Growth ETF made up 0.09% of Prosperity Consulting Group's portfolio in Q1 2026, its #157 holding.
  • Prosperity Consulting Group first reported a position in Vanguard Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Prosperity Consulting Group's Vanguard Growth ETF position peaked at $2.25M in Q3 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.