Quest 10 Wealth Builders’s Vanguard Growth ETF VUG Stock Holding History

Quest 10 Wealth Builders’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	$4.26M	Sell	58,548 -318	-0.5%	-$24.7K	3.74%	3
2025 Q4	$4.79M	Sell	58,866 -2,088	-3%	-$169K	4.28%	3
2025 Q3	$4.87M	Sell	60,954 -2,058	-3%	-$157K	4.49%	3
2025 Q2	$4.6M	Buy	63,012 +642	+1%	+$42.3K	4.48%	3
2025 Q1	$3.92M	Sell	62,370 -3,960	-6%	-$267K	4.19%	3
2024 Q4	$4.54M	Buy	+66,330	New	+$4.46M	4.51%	3

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

Quest 10 Wealth Builders's VUG Position: Q1 2026 in Review

Quest 10 Wealth Builders reduced its Vanguard Growth ETF (VUG) stake by 0.54% in Q1 2026, selling an estimated $24.7K and leaving 58,548 shares worth $4.26M. The position accounts for 3.74% of the portfolio, ranked #3.

Quest 10 Wealth Builders first reported a position in VUG in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.87M in Q3 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Quest 10 Wealth Builders held 58,548 shares of Vanguard Growth ETF worth $4.26M as of Q1 2026.
Quest 10 Wealth Builders sold 318 Vanguard Growth ETF shares in Q1 2026, an estimated $24.7K.
Vanguard Growth ETF made up 3.74% of Quest 10 Wealth Builders's portfolio in Q1 2026, its #3 holding.
Quest 10 Wealth Builders first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 6 quarters since.
Quest 10 Wealth Builders's Vanguard Growth ETF position peaked at $4.87M in Q3 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q1 2026, filed 6 May 2026.