Savvy Advisors Inc’s Vanguard Growth ETF VUG Stock Holding History

Savvy Advisors Inc’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	$23.9M	Buy	328,260 +25,812	+9%	+$2.01M	0.64%	29
2025 Q4	$24.6M	Buy	302,448 +234,768	+347%	+$19.1M	0.79%	25
2025 Q3	$5.41M	Buy	67,680 +1,134	+2%	+$86.7K	0.25%	73
2025 Q2	$4.86M	Buy	66,546 +3,414	+5%	+$225K	0.32%	56
2025 Q1	$3.9M	Buy	63,132 +6,714	+12%	+$453K	0.39%	47
2024 Q4	$3.86M	Buy	56,418 +3,318	+6%	+$223K	0.46%	38
2024 Q3	$3.4M	Buy	53,100 +17,664	+50%	+$1.09M	0.69%	26
2024 Q2	$2.21M	Buy	+35,436	New	+$2.07M	0.72%	26

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

Savvy Advisors Inc's VUG Position: Q1 2026 in Review

Savvy Advisors Inc increased its Vanguard Growth ETF (VUG) stake by 8.5% in Q1 2026, buying an estimated $2.01M and bringing the position to 328,260 shares worth $23.9M. The position accounts for 0.64% of the portfolio, ranked #29.

Savvy Advisors Inc first reported a position in VUG in Q2 2024 and has held it in 8 quarters since. The position peaked at $24.6M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Savvy Advisors Inc held 328,260 shares of Vanguard Growth ETF worth $23.9M as of Q1 2026.
Savvy Advisors Inc bought 25,812 Vanguard Growth ETF shares in Q1 2026, an estimated $2.01M.
Vanguard Growth ETF made up 0.64% of Savvy Advisors Inc's portfolio in Q1 2026, its #29 holding.
Savvy Advisors Inc first reported a position in Vanguard Growth ETF in Q2 2024 and has held it in 8 quarters since.
Savvy Advisors Inc's Vanguard Growth ETF position peaked at $24.6M in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.