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Secured Retirement Advisors’s Vanguard Growth ETF VUG Stock Holding History

Secured Retirement 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 		– Sell
-2,874
Closed -$234K – 147
2025
Q4 		$234K Sell
2,874
-108
-4% -$8.77K 0.13% 119
2025
Q3 		$238K Hold
2,982
– – 0.13% 120
2025
Q2 		$218K Sell
2,982
-552
-16% -$36.3K 0.13% 109
2025
Q1 		$218K Hold
3,534
– – 0.14% 113
2024
Q4 		$242K Hold
3,534
– – 0.14% 125
2024
Q3 		$226K Hold
3,534
– – 0.16% 104
2024
Q2 		$220K Hold
3,534
– – 0.17% 111
2024
Q1 		$203K Buy
+3,534
New +$194K 0.17% 107

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

Secured Retirement Advisors's VUG Position: Q1 2026 in Review

Secured Retirement Advisors sold out of Vanguard Growth ETF (VUG) in Q1 2026, closing a stake of 2,874 shares — an estimated $234K sold.

Secured Retirement Advisors first reported a position in VUG in Q1 2024 and held it in 8 quarters. The position peaked at $242K in Q4 2024. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Secured Retirement Advisors reported no remaining Vanguard Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Secured Retirement Advisors sold 2,874 Vanguard Growth ETF shares in Q1 2026, an estimated $234K.
  • Secured Retirement Advisors first reported a position in Vanguard Growth ETF in Q1 2024 and held it in 8 quarters.
  • Secured Retirement Advisors's Vanguard Growth ETF position peaked at $242K in Q4 2024.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Secured Retirement Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.