Shared Vision Wealth Group’s Vanguard Growth ETF VUG Stock Holding History

Shared Vision Wealth Group’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	$864K	Hold	11,868	–	–	0.35%	43
2025 Q4	$963K	Hold	11,868	–	–	0.39%	38
2025 Q3	$952K	Hold	11,868	–	–	0.4%	37
2025 Q2	$901K	Hold	11,868	–	–	0.45%	33
2025 Q1	$734K	Hold	11,868	–	–	0.4%	38
2024 Q4	$812K	Hold	11,868	–	–	0.43%	32
2024 Q3	$760K	Hold	11,868	–	–	0.41%	34
2024 Q2	$740K	Hold	11,868	–	–	0.43%	35
2024 Q1	$681K	Hold	11,868	–	–	0.43%	34
2023 Q4	$615K	Buy	+11,868	New	+$573K	0.41%	33

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

Shared Vision Wealth Group's VUG Position: Q1 2026 in Review

Shared Vision Wealth Group held its Vanguard Growth ETF (VUG) position steady in Q1 2026 at 11,868 shares worth $864K. The position accounts for 0.35% of the portfolio, ranked #43.

Shared Vision Wealth Group first reported a position in VUG in Q4 2023 and has held it in 10 quarters since. The position peaked at $963K in Q4 2025. 2,721 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Shared Vision Wealth Group held 11,868 shares of Vanguard Growth ETF worth $864K as of Q1 2026.
Shared Vision Wealth Group left its Vanguard Growth ETF share count unchanged in Q1 2026.
Vanguard Growth ETF made up 0.35% of Shared Vision Wealth Group's portfolio in Q1 2026, its #43 holding.
Shared Vision Wealth Group first reported a position in Vanguard Growth ETF in Q4 2023 and has held it in 10 quarters since.
Shared Vision Wealth Group's Vanguard Growth ETF position peaked at $963K in Q4 2025.
2,721 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.