Robinson Smith Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

Robinson Smith Wealth Advisors’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	$1.53M	Sell	20,958 -2,916	-12%	-$227K	1.03%	22
2025 Q4	$1.94M	Buy	23,874 +1,086	+5%	+$88.1K	1.33%	21
2025 Q3	$1.82M	Sell	22,788 -1,332	-6%	-$102K	1.31%	20
2025 Q2	$1.76M	Buy	24,120 +1,308	+6%	+$86.1K	1.41%	20
2025 Q1	$1.41M	Sell	22,812 -12,378	-35%	-$835K	1.18%	21
2024 Q4	$2.41M	Buy	35,190 +6	+0%	+$403	2.04%	13
2024 Q3	$2.25M	Sell	35,184 -96	-0.3%	-$5.95K	1.91%	13
2024 Q2	$2.2M	Buy	35,280 +384	+1%	+$22.4K	1.94%	11
2024 Q1	$2M	Sell	34,896 -9,534	-21%	-$524K	1.92%	11
2023 Q4	$2.3M	Buy	+44,430	New	+$2.14M	2.26%	8

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

Robinson Smith Wealth Advisors's VUG Position: Q1 2026 in Review

Robinson Smith Wealth Advisors reduced its Vanguard Growth ETF (VUG) stake by 12% in Q1 2026, selling an estimated $227K and leaving 20,958 shares worth $1.53M. The position accounts for 1.03% of the portfolio, ranked #22.

Robinson Smith Wealth Advisors first reported a position in VUG in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.41M in Q4 2024. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Robinson Smith Wealth Advisors held 20,958 shares of Vanguard Growth ETF worth $1.53M as of Q1 2026.
Robinson Smith Wealth Advisors sold 2,916 Vanguard Growth ETF shares in Q1 2026, an estimated $227K.
Vanguard Growth ETF made up 1.03% of Robinson Smith Wealth Advisors's portfolio in Q1 2026, its #22 holding.
Robinson Smith Wealth Advisors first reported a position in Vanguard Growth ETF in Q4 2023 and has held it in 10 quarters since.
Robinson Smith Wealth Advisors's Vanguard Growth ETF position peaked at $2.41M in Q4 2024.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.