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Ross\Johnson & Associates’s Vanguard Growth ETF VUG Stock Holding History

Ross\Johnson & Associates’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 		$15.9K Sell
216
-6
-3% -$467 0.29% 30
2025
Q4 		$18.2K Hold
222
– – 0.34% 30
2025
Q3 		$17.9K Hold
222
– – 0.34% 27
2025
Q2 		$16.3K Hold
222
– – 0.34% 25
2025
Q1 		$13.8K Buy
222
+6
+3% +$405 0.24% 45
2024
Q4 		$14.8K Buy
+216
New +$14.5K 0.34% 24

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ross\Johnson & Associates's VUG Position: Q1 2026 in Review

Ross\Johnson & Associates reduced its Vanguard Growth ETF (VUG) stake by 2.7% in Q1 2026, selling an estimated $467 and leaving 216 shares worth $15.9K. The position accounts for 0.29% of the portfolio, ranked #30.

Ross\Johnson & Associates first reported a position in VUG in Q4 2024 and has held it in 6 quarters since. The position peaked at $18.2K in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Ross\Johnson & Associates held 216 shares of Vanguard Growth ETF worth $15.9K as of Q1 2026.
  • Ross\Johnson & Associates sold 6 Vanguard Growth ETF shares in Q1 2026, an estimated $467.
  • Vanguard Growth ETF made up 0.29% of Ross\Johnson & Associates's portfolio in Q1 2026, its #30 holding.
  • Ross\Johnson & Associates first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Ross\Johnson & Associates's Vanguard Growth ETF position peaked at $18.2K in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Ross\Johnson & Associates's 13F filing for Q1 2026, filed 8 May 2026.