Quartz Partners’s Vanguard Growth ETF VUG Stock Holding History

Quartz Partners’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	$423K	Buy	5,808 +66	+1%	+$5.13K	0.16%	107
2025 Q4	$467K	Sell	5,742 -2,706	-32%	-$220K	0.17%	102
2025 Q3	$675K	Sell	8,448 -72	-0.8%	-$5.5K	0.24%	82
2025 Q2	$623K	Sell	8,520 -792	-9%	-$52.1K	0.28%	78
2025 Q1	$575K	Sell	9,312 -1,746	-16%	-$118K	0.35%	66
2024 Q4	$756K	Sell	11,058 -402	-4%	-$27K	0.46%	56
2024 Q3	$733K	Buy	+11,460	New	+$710K	0.46%	57

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

Quartz Partners's VUG Position: Q1 2026 in Review

Quartz Partners increased its Vanguard Growth ETF (VUG) stake by 1.1% in Q1 2026, buying an estimated $5.13K and bringing the position to 5,808 shares worth $423K. The position accounts for 0.16% of the portfolio, ranked #107.

Quartz Partners first reported a position in VUG in Q3 2024 and has held it in 7 quarters since. The position peaked at $756K in Q4 2024. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Quartz Partners held 5,808 shares of Vanguard Growth ETF worth $423K as of Q1 2026.
Quartz Partners bought 66 Vanguard Growth ETF shares in Q1 2026, an estimated $5.13K.
Vanguard Growth ETF made up 0.16% of Quartz Partners's portfolio in Q1 2026, its #107 holding.
Quartz Partners first reported a position in Vanguard Growth ETF in Q3 2024 and has held it in 7 quarters since.
Quartz Partners's Vanguard Growth ETF position peaked at $756K in Q4 2024.
2,722 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Quartz Partners's 13F filing for Q1 2026, filed 5 May 2026.