Sagace Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Sagace Wealth Management’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	$2.22M	Sell	30,540 -7,164	-19%	-$557K	1.49%	29
2025 Q4	$3.07M	Sell	37,704 -1,272	-3%	-$103K	2.08%	18
2025 Q3	$3.12M	Sell	38,976 -4,110	-10%	-$314K	2.12%	18
2025 Q2	$3.15M	Buy	43,086 +4,104	+11%	+$270K	2.35%	19
2025 Q1	$2.41M	Buy	38,982 +6,090	+19%	+$411K	1.82%	18
2024 Q4	$2.25M	Sell	32,892 -7,974	-20%	-$536K	1.68%	20
2024 Q3	$2.67M	Buy	40,866 +9,048	+28%	+$561K	2.06%	15
2024 Q2	$2M	Buy	+31,818	New	+$1.86M	1.95%	20

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

Sagace Wealth Management's VUG Position: Q1 2026 in Review

Sagace Wealth Management reduced its Vanguard Growth ETF (VUG) stake by 19% in Q1 2026, selling an estimated $557K and leaving 30,540 shares worth $2.22M. The position accounts for 1.49% of the portfolio, ranked #29.

Sagace Wealth Management first reported a position in VUG in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.15M in Q2 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Sagace Wealth Management held 30,540 shares of Vanguard Growth ETF worth $2.22M as of Q1 2026.
Sagace Wealth Management sold 7,164 Vanguard Growth ETF shares in Q1 2026, an estimated $557K.
Vanguard Growth ETF made up 1.49% of Sagace Wealth Management's portfolio in Q1 2026, its #29 holding.
Sagace Wealth Management first reported a position in Vanguard Growth ETF in Q2 2024 and has held it in 8 quarters since.
Sagace Wealth Management's Vanguard Growth ETF position peaked at $3.15M in Q2 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Sagace Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.