Sensible Money’s Vanguard Growth ETF VUG Stock Holding History

Sensible Money’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	$212K	Hold	2,916	–	–	0.06%	84
2025 Q4	$237K	Sell	2,916 -384	-12%	-$31.2K	0.08%	75
2025 Q3	$264K	Hold	3,300	–	–	0.09%	68
2025 Q2	$241K	Hold	3,300	–	–	0.09%	77
2025 Q1	$204K	Sell	3,300 -732	-18%	-$49.4K	0.09%	81
2024 Q4	$276K	Sell	4,032 -1,908	-32%	-$128K	0.12%	62
2024 Q3	$380K	Hold	5,940	–	–	0.17%	52
2024 Q2	$370K	Hold	5,940	–	–	0.18%	50
2024 Q1	$341K	Hold	5,940	–	–	0.18%	54
2023 Q4	$308K	Hold	5,940	–	–	0.18%	54
2023 Q3	$270K	Hold	5,940	–	–	0.19%	54
2023 Q2	$280K	Hold	5,940	–	–	0.2%	55
2023 Q1	$247K	Hold	5,940	–	–	0.21%	59
2022 Q4	$211K	Buy	+5,940	New	+$219K	0.23%	67

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

Sensible Money's VUG Position: Q1 2026 in Review

Sensible Money held its Vanguard Growth ETF (VUG) position steady in Q1 2026 at 2,916 shares worth $212K. The position accounts for 0.06% of the portfolio, ranked #84.

Sensible Money first reported a position in VUG in Q4 2022 and has held it in 14 quarters since. The position peaked at $380K in Q3 2024. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Sensible Money held 2,916 shares of Vanguard Growth ETF worth $212K as of Q1 2026.
Sensible Money left its Vanguard Growth ETF share count unchanged in Q1 2026.
Vanguard Growth ETF made up 0.06% of Sensible Money's portfolio in Q1 2026, its #84 holding.
Sensible Money first reported a position in Vanguard Growth ETF in Q4 2022 and has held it in 14 quarters since.
Sensible Money's Vanguard Growth ETF position peaked at $380K in Q3 2024.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Sensible Money's 13F filing for Q1 2026, filed 21 Apr 2026.