Sagespring Wealth Partners’s Vanguard Growth ETF VUG Stock Holding History

Sagespring Wealth Partners’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	$2.87M	Buy	39,438 +1,356	+4%	+$105K	0.05%	164
2025 Q4	$3.1M	Buy	38,082 +5,286	+16%	+$429K	0.06%	149
2025 Q3	$2.62M	Buy	32,796 +1,146	+4%	+$87.6K	0.05%	155
2025 Q2	$2.31M	Buy	31,650 +5,754	+22%	+$379K	0.05%	161
2025 Q1	$1.6M	Buy	25,896 +1,554	+6%	+$105K	0.04%	178
2024 Q4	$1.67M	Buy	+24,342	New	+$1.64M	0.04%	157

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

Sagespring Wealth Partners's VUG Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Vanguard Growth ETF (VUG) stake by 3.6% in Q1 2026, buying an estimated $105K and bringing the position to 39,438 shares worth $2.87M. The position accounts for 0.05% of the portfolio, ranked #164.

Sagespring Wealth Partners first reported a position in VUG in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.1M in Q4 2025. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Sagespring Wealth Partners held 39,438 shares of Vanguard Growth ETF worth $2.87M as of Q1 2026.
Sagespring Wealth Partners bought 1,356 Vanguard Growth ETF shares in Q1 2026, an estimated $105K.
Vanguard Growth ETF made up 0.05% of Sagespring Wealth Partners's portfolio in Q1 2026, its #164 holding.
Sagespring Wealth Partners first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's Vanguard Growth ETF position peaked at $3.1M in Q4 2025.
2,722 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.