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

Seneca House 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 		$270K Sell
3,714
-258
-6% -$20.1K 0.11% 83
2025
Q4 		$323K Sell
3,972
-96
-2% -$7.79K 0.12% 83
2025
Q3 		$325K Hold
4,068
– – 0.13% 79
2025
Q2 		$297K Hold
4,068
– – 0.13% 74
2025
Q1 		$251K Hold
4,068
– – 0.11% 78
2024
Q4 		$278K Hold
4,068
– – 0.11% 77
2024
Q3 		$260K Hold
4,068
– – 0.11% 78
2024
Q2 		$254K Hold
4,068
– – 0.11% 73
2024
Q1 		$233K Hold
4,068
– – 0.1% 76
2023
Q4 		$211K Buy
+4,068
New +$196K 0.1% 74
2022
Q1 		– Sell
-4,068
Closed -$218K – 91
2021
Q4 		$218K Buy
+4,068
New +$212K 0.12% 82
2021
Q3 		– Sell
-7,182
Closed -$343K – 95
2021
Q2 		$343K Sell
7,182
-2,196
-23% -$99.7K 0.22% 62
2021
Q1 		$402K Sell
9,378
-4,026
-30% -$172K 0.28% 50
2020
Q4 		$566K Sell
13,404
-4,194
-24% -$167K 0.41% 41
2020
Q3 		$668K Sell
17,598
-4,158
-19% -$154K 0.53% 33
2020
Q2 		$733K Sell
21,756
-1,206
-5% -$37.1K 0.62% 30
2020
Q1 		$599K Sell
22,962
-570
-2% -$17.1K 0.63% 32
2019
Q4 		$715K Sell
23,532
-2,430
-9% -$70.2K 0.62% 43
2019
Q3 		$719K Sell
25,962
-1,068
-4% -$29.6K 0.68% 44
2019
Q2 		$755K Buy
27,030
+234
+0.9% +$6.25K 0.69% 41
2019
Q1 		$699K Buy
26,796
+1,722
+7% +$42.5K 0.61% 49
2018
Q4 		$561K Buy
25,074
+1,254
+5% +$30.4K 0.53% 50
2018
Q3 		$639K Sell
23,820
-756
-3% -$19.8K 0.5% 54
2018
Q2 		$614K Buy
24,576
+24
+0.1% +$589 0.5% 53
2018
Q1 		$581K Buy
24,552
+6
+0% +$146 0.49% 53
2017
Q4 		$575K Buy
+24,546
New +$563K 0.49% 53

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

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

Seneca House Advisors reduced its Vanguard Growth ETF (VUG) stake by 6.5% in Q1 2026, selling an estimated $20.1K and leaving 3,714 shares worth $270K. The position accounts for 0.11% of the portfolio, ranked #83.

Seneca House Advisors first reported a position in VUG in Q4 2017 and has held it in 26 quarters since. The position peaked at $755K in Q2 2019. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Seneca House Advisors held 3,714 shares of Vanguard Growth ETF worth $270K as of Q1 2026.
  • Seneca House Advisors sold 258 Vanguard Growth ETF shares in Q1 2026, an estimated $20.1K.
  • Vanguard Growth ETF made up 0.11% of Seneca House Advisors's portfolio in Q1 2026, its #83 holding.
  • Seneca House Advisors first reported a position in Vanguard Growth ETF in Q4 2017 and has held it in 26 quarters since.
  • Seneca House Advisors's Vanguard Growth ETF position peaked at $755K in Q2 2019.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Seneca House Advisors's 13F filing for Q1 2026, filed 1 May 2026.