SHF
VUG icon

Safe Harbor Fiduciary’s Vanguard Growth ETF VUG Stock Holding History

Safe Harbor Fiduciary’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 		$2.48M Buy
34,098
+1,962
+6% +$153K 2.36% 11
2025
Q4 		$2.61M Buy
+32,136
New +$2.61M 2.31% 11
2025
Q2 		$105K Hold
1,440
– – 0.1% 94
2025
Q1 		$89K Hold
1,440
– – 0.09% 92
2024
Q4 		$98.5K Hold
1,440
– – 0.1% 89
2024
Q3 		$92.1K Buy
+1,440
New +$89.3K 0.09% 86

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

Safe Harbor Fiduciary's VUG Position: Q1 2026 in Review

Safe Harbor Fiduciary increased its Vanguard Growth ETF (VUG) stake by 6.1% in Q1 2026, buying an estimated $153K and bringing the position to 34,098 shares worth $2.48M. The position accounts for 2.36% of the portfolio, ranked #11.

Safe Harbor Fiduciary first reported a position in VUG in Q3 2024 and has held it in 6 quarters since. The position peaked at $2.61M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Safe Harbor Fiduciary held 34,098 shares of Vanguard Growth ETF worth $2.48M as of Q1 2026.
  • Safe Harbor Fiduciary bought 1,962 Vanguard Growth ETF shares in Q1 2026, an estimated $153K.
  • Vanguard Growth ETF made up 2.36% of Safe Harbor Fiduciary's portfolio in Q1 2026, its #11 holding.
  • Safe Harbor Fiduciary first reported a position in Vanguard Growth ETF in Q3 2024 and has held it in 6 quarters since.
  • Safe Harbor Fiduciary's Vanguard Growth ETF position peaked at $2.61M in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.