Quotient Wealth Partners’s Vanguard Growth ETF VUG Stock Holding History

Quotient Wealth 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	$16.4M	Sell	225,102 -4,890	-2%	-$380K	0.43%	27
2025 Q4	$18.7M	Sell	229,992 -1,728	-0.7%	-$140K	0.5%	27
2025 Q3	$18.5M	Sell	231,720 -1,092	-0.5%	-$83.4K	0.51%	26
2025 Q2	$17M	Sell	232,812 -4,770	-2%	-$314K	0.5%	25
2025 Q1	$14.7M	Sell	237,582 -1,824	-0.8%	-$123K	0.47%	26
2024 Q4	$16.4M	Sell	239,406 -2,352	-1%	-$158K	0.54%	26
2024 Q3	$15.5M	Sell	241,758 -8,142	-3%	-$505K	0.51%	26
2024 Q2	$15.6M	Sell	249,900 -42,204	-14%	-$2.46M	0.55%	26
2024 Q1	$16.8M	Sell	292,104 -209,556	-42%	-$11.5M	0.6%	23
2023 Q4	$26M	Buy	+501,660	New	+$24.2M	1.01%	22

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

Quotient Wealth Partners's VUG Position: Q1 2026 in Review

Quotient Wealth Partners reduced its Vanguard Growth ETF (VUG) stake by 2.1% in Q1 2026, selling an estimated $380K and leaving 225,102 shares worth $16.4M. The position accounts for 0.43% of the portfolio, ranked #27.

Quotient Wealth Partners first reported a position in VUG in Q4 2023 and has held it in 10 quarters since. The position peaked at $26M in Q4 2023. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Quotient Wealth Partners held 225,102 shares of Vanguard Growth ETF worth $16.4M as of Q1 2026.
Quotient Wealth Partners sold 4,890 Vanguard Growth ETF shares in Q1 2026, an estimated $380K.
Vanguard Growth ETF made up 0.43% of Quotient Wealth Partners's portfolio in Q1 2026, its #27 holding.
Quotient Wealth Partners first reported a position in Vanguard Growth ETF in Q4 2023 and has held it in 10 quarters since.
Quotient Wealth Partners's Vanguard Growth ETF position peaked at $26M in Q4 2023.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.