Sequent Planning’s Vanguard Growth ETF VUG Stock Holding History

Sequent Planning’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	$910K	Buy	12,504 +516	+4%	+$40.1K	0.22%	92
2025 Q4	$975K	Buy	11,988 +1,374	+13%	+$112K	0.25%	84
2025 Q3	$849K	Sell	10,614 -264	-2%	-$20.2K	0.24%	87
2025 Q2	$795K	Buy	10,878 +4,488	+70%	+$295K	0.25%	67
2025 Q1	$395K	Buy	6,390 +270	+4%	+$18.2K	0.14%	98
2024 Q4	$419K	Buy	6,120 +834	+16%	+$56K	0.15%	92
2024 Q3	$338K	Buy	5,286 +696	+15%	+$43.1K	0.12%	112
2024 Q2	$288K	Buy	4,590 +804	+21%	+$46.9K	0.1%	112
2024 Q1	$217K	Buy	+3,786	New	+$208K	0.08%	132

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

Sequent Planning's VUG Position: Q1 2026 in Review

Sequent Planning increased its Vanguard Growth ETF (VUG) stake by 4.3% in Q1 2026, buying an estimated $40.1K and bringing the position to 12,504 shares worth $910K. The position accounts for 0.22% of the portfolio, ranked #92.

Sequent Planning first reported a position in VUG in Q1 2024 and has held it in 9 quarters since. The position peaked at $975K in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Sequent Planning held 12,504 shares of Vanguard Growth ETF worth $910K as of Q1 2026.
Sequent Planning bought 516 Vanguard Growth ETF shares in Q1 2026, an estimated $40.1K.
Vanguard Growth ETF made up 0.22% of Sequent Planning's portfolio in Q1 2026, its #92 holding.
Sequent Planning first reported a position in Vanguard Growth ETF in Q1 2024 and has held it in 9 quarters since.
Sequent Planning's Vanguard Growth ETF position peaked at $975K in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.