Seven Mile Advisory’s Vanguard Growth ETF VUG Stock Holding History

Seven Mile Advisory’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	$294K	Sell	4,038 -8,430	-68%	-$656K	0.21%	102
2025 Q4	$1.01M	Hold	12,468	–	–	0.17%	67
2025 Q3	$997K	Buy	12,468 +8,430	+209%	+$644K	0.16%	75
2025 Q2	$295K	Hold	4,038	–	–	0.18%	119
2025 Q1	$250K	Hold	4,038	–	–	0.17%	133
2024 Q4	$276K	Buy	4,038 +60	+2%	+$4.03K	0.18%	110
2024 Q3	$255K	Buy	+3,978	New	+$247K	0.17%	123

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

Seven Mile Advisory's VUG Position: Q1 2026 in Review

Seven Mile Advisory reduced its Vanguard Growth ETF (VUG) stake by 68% in Q1 2026, selling an estimated $656K and leaving 4,038 shares worth $294K. The position accounts for 0.21% of the portfolio, ranked #102.

Seven Mile Advisory first reported a position in VUG in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.01M in Q4 2025. 2,721 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Seven Mile Advisory held 4,038 shares of Vanguard Growth ETF worth $294K as of Q1 2026.
Seven Mile Advisory sold 8,430 Vanguard Growth ETF shares in Q1 2026, an estimated $656K.
Vanguard Growth ETF made up 0.21% of Seven Mile Advisory's portfolio in Q1 2026, its #102 holding.
Seven Mile Advisory first reported a position in Vanguard Growth ETF in Q3 2024 and has held it in 7 quarters since.
Seven Mile Advisory's Vanguard Growth ETF position peaked at $1.01M in Q4 2025.
2,721 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.