Quadrant Private Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Quadrant Private 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	$3.02M	Buy	41,508 +7,080	+21%	+$551K	0.47%	66
2025 Q4	$2.8M	Hold	34,428	–	–	0.46%	61
2025 Q3	$2.75M	Sell	34,428 -864	-2%	-$66K	0.5%	55
2025 Q2	$2.58M	Buy	35,292 +1,362	+4%	+$89.7K	0.54%	53
2025 Q1	$2.1M	Sell	33,930 -18	-0.1%	-$1.21K	0.52%	63
2024 Q4	$2.32M	Sell	33,948 -12,138	-26%	-$815K	0.57%	46
2024 Q3	$2.95M	Buy	46,086 +312	+0.7%	+$19.3K	0.73%	34
2024 Q2	$2.86M	Buy	45,774 +588	+1%	+$34.3K	0.66%	41
2024 Q1	$2.59M	Sell	45,186 -9,516	-17%	-$523K	0.66%	42
2023 Q4	$2.83M	Buy	+54,702	New	+$2.64M	0.79%	36
2023 Q3	–	Sell	-55,938	Closed	-$2.64M	–	251
2023 Q2	$2.64M	Sell	55,938 -5,556	-9%	-$241K	0.76%	34
2023 Q1	$2.56M	Sell	61,494 -318	-0.5%	-$12.4K	0.8%	34
2022 Q4	$2.2M	Buy	+61,812	New	+$2.27M	0.74%	41

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

Quadrant Private Wealth Management's VUG Position: Q1 2026 in Review

Quadrant Private Wealth Management increased its Vanguard Growth ETF (VUG) stake by 21% in Q1 2026, buying an estimated $551K and bringing the position to 41,508 shares worth $3.02M. The position accounts for 0.47% of the portfolio, ranked #66.

Quadrant Private Wealth Management first reported a position in VUG in Q4 2022 and has held it in 13 quarters since. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Quadrant Private Wealth Management held 41,508 shares of Vanguard Growth ETF worth $3.02M as of Q1 2026.
Quadrant Private Wealth Management bought 7,080 Vanguard Growth ETF shares in Q1 2026, an estimated $551K.
Vanguard Growth ETF made up 0.47% of Quadrant Private Wealth Management's portfolio in Q1 2026, its #66 holding.
Quadrant Private Wealth Management first reported a position in Vanguard Growth ETF in Q4 2022 and has held it in 13 quarters since.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.