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Shepherd Financial Partners’s Vanguard Growth ETF VUG Stock Holding History

Shepherd Financial Partners’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 		$1.3M Buy
17,850
+228
+1% +$17.7K 0.12% 99
2025
Q4 		$1.43M Hold
17,622
– – 0.13% 97
2025
Q3 		$1.41M Hold
17,622
– – 0.13% 101
2025
Q2 		$1.29M Hold
17,622
– – 0.14% 99
2025
Q1 		$1.09M Hold
17,622
– – 0.13% 104
2024
Q4 		$1.21M Buy
17,622
+360
+2% +$24.2K 0.14% 87
2024
Q3 		$1.1M Buy
17,262
+960
+6% +$59.5K 0.13% 91
2024
Q2 		$1.02M Hold
16,302
– – 0.13% 96
2024
Q1 		$935K Buy
16,302
+900
+6% +$49.5K 0.12% 102
2023
Q4 		$798K Sell
15,402
-2,892
-16% -$140K 0.11% 112
2023
Q3 		$830K Buy
18,294
+1,440
+9% +$68K 0.13% 98
2023
Q2 		$795K Buy
16,854
+3,570
+27% +$155K 0.12% 103
2023
Q1 		$552K Sell
13,284
-8,172
-38% -$318K 0.09% 119
2022
Q4 		$762K Buy
21,456
+12
+0.1% +$441 0.14% 94
2022
Q3 		$765K Sell
21,444
-3,678
-15% -$148K 0.15% 93
2022
Q2 		$933K Buy
25,122
+3,270
+15% +$134K 0.18% 80
2022
Q1 		$1.05M Sell
21,852
-2,688
-11% -$127K 0.19% 86
2021
Q4 		$1.31M Buy
24,540
+1,674
+7% +$87.2K 0.23% 75
2021
Q3 		$1.11M Sell
22,866
-120
-0.5% -$5.97K 0.21% 84
2021
Q2 		$1.1M Buy
22,986
+6
+0% +$272 0.21% 85
2021
Q1 		$984K Buy
22,980
+1,086
+5% +$46.5K 0.22% 86
2020
Q4 		$925K Buy
21,894
+540
+3% +$21.6K 0.21% 86
2020
Q3 		$810K Buy
21,354
+6
+0% +$222 0.19% 81
2020
Q2 		$719K Sell
21,348
-4,776
-18% -$147K 0.2% 75
2020
Q1 		$682K Buy
26,124
+18,966
+265% +$568K 0.24% 68
2019
Q4 		$217K Sell
7,158
-672
-9% -$19.4K 0.05% 123
2019
Q3 		$217K Sell
7,830
-180
-2% -$4.99K 0.05% 121
2019
Q2 		$218K Buy
8,010
+18
+0.2% +$481 0.04% 123
2019
Q1 		$208K Buy
+7,992
New +$197K 0.04% 122
2018
Q4 		– Sell
-8,274
Closed -$207K – 141
2018
Q3 		$207K Hold
8,274
– – 0.05% 126
2018
Q2 		$207K Buy
+8,274
New +$203K 0.05% 125

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

Shepherd Financial Partners's VUG Position: Q1 2026 in Review

Shepherd Financial Partners increased its Vanguard Growth ETF (VUG) stake by 1.3% in Q1 2026, buying an estimated $17.7K and bringing the position to 17,850 shares worth $1.3M. The position accounts for 0.12% of the portfolio, ranked #99.

Shepherd Financial Partners first reported a position in VUG in Q2 2018 and has held it in 31 quarters since. The position peaked at $1.43M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Shepherd Financial Partners held 17,850 shares of Vanguard Growth ETF worth $1.3M as of Q1 2026.
  • Shepherd Financial Partners bought 228 Vanguard Growth ETF shares in Q1 2026, an estimated $17.7K.
  • Vanguard Growth ETF made up 0.12% of Shepherd Financial Partners's portfolio in Q1 2026, its #99 holding.
  • Shepherd Financial Partners first reported a position in Vanguard Growth ETF in Q2 2018 and has held it in 31 quarters since.
  • Shepherd Financial Partners's Vanguard Growth ETF position peaked at $1.43M in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.