Simplex Trading
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Simplex Trading’s Vanguard Growth ETF VUG Stock Holding History

Simplex Trading’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 		– Sell
-2,082
Closed -$169K – 10288
2025
Q4 		$169K Sell
2,082
-8,394
-80% -$681K ﹤0.01% 4400
2025
Q3 		$837K Buy
+10,476
New +$801K ﹤0.01% 3238
2023
Q3 		– Sell
-108,300
Closed -$5.11M – 9959
2023
Q2 		$5.11M Buy
108,300
+30,744
+40% +$1.33M ﹤0.01% 1296
2023
Q1 		$3.22M Buy
+77,556
New +$3.02M ﹤0.01% 1571
2022
Q4 		– Sell
-822
Closed -$29K – 10557
2022
Q3 		$29K Sell
822
-19,764
-96% -$794K ﹤0.01% 7126
2022
Q2 		$764K Buy
+20,586
New +$846K ﹤0.01% 2938
2021
Q2 		– Sell
-1,458
Closed -$62K – 10774
2021
Q1 		$62K Sell
1,458
-3,054
-68% -$131K ﹤0.01% 6353
2020
Q4 		$190K Sell
4,512
-4,362
-49% -$174K ﹤0.01% 4674
2020
Q3 		$336K Buy
+8,874
New +$328K ﹤0.01% 3475
2020
Q1 		– Sell
-15,336
Closed -$465K – 8365
2019
Q4 		$465K Sell
15,336
-8,112
-35% -$234K ﹤0.01% 2814
2019
Q3 		$649K Buy
+23,448
New +$651K ﹤0.01% 2347
2018
Q3 		– Sell
-1,278
Closed -$31K – 8149
2018
Q2 		$31K Buy
+1,278
New +$31.3K ﹤0.01% 5519
2017
Q4 		– Sell
-1,560
Closed -$34K – 6771
2017
Q3 		$34K Sell
1,560
-1,590
-50% -$34.6K ﹤0.01% 2663
2017
Q2 		$66K Buy
3,150
+2,940
+1,400% +$61.6K ﹤0.01% 2127
2017
Q1 		$4K Sell
210
-2,748
-93% -$54.2K ﹤0.01% 4831
2016
Q4 		$54K Sell
2,958
-10,650
-78% -$197K ﹤0.01% 2085
2016
Q3 		$254K Sell
13,608
-14,148
-51% -$263K 0.02% 874
2016
Q2 		$495K Buy
27,756
+7,992
+40% +$142K 0.03% 526
2016
Q1 		$350K Buy
+19,764
New +$331K 0.03% 582

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

Simplex Trading's VUG Position: Q1 2026 in Review

Simplex Trading sold out of Vanguard Growth ETF (VUG) in Q1 2026, closing a stake of 2,082 shares — an estimated $169K sold.

Simplex Trading first reported a position in VUG in Q1 2016 and held it in 19 quarters. The position peaked at $5.11M in Q2 2023. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Simplex Trading reported no remaining Vanguard Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Simplex Trading sold 2,082 Vanguard Growth ETF shares in Q1 2026, an estimated $169K.
  • Simplex Trading first reported a position in Vanguard Growth ETF in Q1 2016 and held it in 19 quarters.
  • Simplex Trading's Vanguard Growth ETF position peaked at $5.11M in Q2 2023.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.