RoundAngle Advisors’s Vanguard Growth ETF VUG Stock Holding History

RoundAngle 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	$2.76M	Buy	37,908 +672	+2%	+$52.3K	2.06%	17
2025 Q4	$3.03M	Buy	37,236 +3,894	+12%	+$316K	2.2%	15
2025 Q3	$2.67M	Sell	33,342 -30	-0.1%	-$2.29K	2.06%	16
2025 Q2	$2.44M	Buy	33,372 +864	+3%	+$56.9K	2.04%	17
2025 Q1	$2.01M	Buy	32,508 +2,394	+8%	+$161K	1.85%	23
2024 Q4	$2.06M	Buy	+30,114	New	+$2.02M	1.96%	18

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

RoundAngle Advisors's VUG Position: Q1 2026 in Review

RoundAngle Advisors increased its Vanguard Growth ETF (VUG) stake by 1.8% in Q1 2026, buying an estimated $52.3K and bringing the position to 37,908 shares worth $2.76M. The position accounts for 2.06% of the portfolio, ranked #17.

RoundAngle Advisors first reported a position in VUG in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.03M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

RoundAngle Advisors held 37,908 shares of Vanguard Growth ETF worth $2.76M as of Q1 2026.
RoundAngle Advisors bought 672 Vanguard Growth ETF shares in Q1 2026, an estimated $52.3K.
Vanguard Growth ETF made up 2.06% of RoundAngle Advisors's portfolio in Q1 2026, its #17 holding.
RoundAngle Advisors first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 6 quarters since.
RoundAngle Advisors's Vanguard Growth ETF position peaked at $3.03M in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on RoundAngle Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.