Seneca Financial Advisors’s Vanguard Growth ETF VUG Stock Holding History

Seneca Financial 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	$739K	Hold	10,158	–	–	0.22%	35
2025 Q4	$826K	Hold	10,158	–	–	0.25%	36
2025 Q3	$812K	Hold	10,158	–	–	0.27%	36
2025 Q2	$742K	Hold	10,158	–	–	0.29%	37
2025 Q1	$628K	Hold	10,158	–	–	0.3%	35
2024 Q4	$695K	Hold	10,158	–	–	0.35%	34
2024 Q3	$650K	Hold	10,158	–	–	0.32%	34
2024 Q2	$633K	Sell	10,158 -246	-2%	-$14.3K	0.33%	37
2024 Q1	$597K	Hold	10,404	–	–	0.32%	38
2023 Q4	$539K	Hold	10,404	–	–	0.31%	37
2023 Q3	$472K	Hold	10,404	–	–	0.32%	36
2023 Q2	$491K	Hold	10,404	–	–	0.33%	35
2023 Q1	$433K	Buy	+10,404	New	+$405K	0.28%	36

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

Seneca Financial Advisors's VUG Position: Q1 2026 in Review

Seneca Financial Advisors held its Vanguard Growth ETF (VUG) position steady in Q1 2026 at 10,158 shares worth $739K. The position accounts for 0.22% of the portfolio, ranked #35.

Seneca Financial Advisors first reported a position in VUG in Q1 2023 and has held it in 13 quarters since. The position peaked at $826K in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Seneca Financial Advisors held 10,158 shares of Vanguard Growth ETF worth $739K as of Q1 2026.
Seneca Financial Advisors left its Vanguard Growth ETF share count unchanged in Q1 2026.
Vanguard Growth ETF made up 0.22% of Seneca Financial Advisors's portfolio in Q1 2026, its #35 holding.
Seneca Financial Advisors first reported a position in Vanguard Growth ETF in Q1 2023 and has held it in 13 quarters since.
Seneca Financial Advisors's Vanguard Growth ETF position peaked at $826K in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Seneca Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.