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

Ridgecrest 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	$327K	Buy	4,494 +60	+1%	+$4.67K	0.18%	73
2025 Q4	$361K	Buy	4,434 +132	+3%	+$10.7K	0.2%	70
2025 Q3	$344K	Buy	4,302 +468	+12%	+$35.8K	0.16%	81
2025 Q2	$280K	Buy	3,834 +186	+5%	+$12.2K	0.15%	86
2025 Q1	$225K	Hold	3,648	–	–	0.12%	100
2024 Q4	$250K	Buy	3,648 +240	+7%	+$16.1K	0.14%	87
2024 Q3	$218K	Buy	3,408 +150	+5%	+$9.3K	0.11%	104
2024 Q2	$203K	Buy	+3,258	New	+$190K	0.12%	100

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

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

Ridgecrest Wealth Partners increased its Vanguard Growth ETF (VUG) stake by 1.4% in Q1 2026, buying an estimated $4.67K and bringing the position to 4,494 shares worth $327K. The position accounts for 0.18% of the portfolio, ranked #73.

Ridgecrest Wealth Partners first reported a position in VUG in Q2 2024 and has held it in 8 quarters since. The position peaked at $361K in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Ridgecrest Wealth Partners held 4,494 shares of Vanguard Growth ETF worth $327K as of Q1 2026.
Ridgecrest Wealth Partners bought 60 Vanguard Growth ETF shares in Q1 2026, an estimated $4.67K.
Vanguard Growth ETF made up 0.18% of Ridgecrest Wealth Partners's portfolio in Q1 2026, its #73 holding.
Ridgecrest Wealth Partners first reported a position in Vanguard Growth ETF in Q2 2024 and has held it in 8 quarters since.
Ridgecrest Wealth Partners's Vanguard Growth ETF position peaked at $361K in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.