Simplicity Wealth’s Vanguard Growth ETF VUG Stock Holding History

Simplicity Wealth’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	$2.29M	Buy	31,452 +24	+0.1%	+$1.87K	0.13%	163
2025 Q4	$2.56M	Buy	31,428 +8,772	+39%	+$712K	0.15%	146
2025 Q3	$1.81M	Buy	22,656 +1,812	+9%	+$138K	0.1%	200
2025 Q2	$1.52M	Sell	20,844 -15,840	-43%	-$1.04M	0.06%	249
2025 Q1	$2.27M	Buy	36,684 +25,182	+219%	+$1.7M	0.18%	138
2024 Q4	$787K	Sell	11,502 -162	-1%	-$10.9K	0.16%	111
2024 Q3	$746K	Sell	11,664 -136,656	-92%	-$8.47M	0.07%	233
2024 Q2	$9.25M	Buy	148,320 +11,628	+9%	+$678K	0.21%	94
2024 Q1	$7.84M	Buy	+136,692	New	+$7.52M	0.19%	110
2023 Q3	–	Sell	-5,790	Closed	-$273K	–	104
2023 Q2	$273K	Sell	5,790 -714	-11%	-$31K	0.17%	65
2023 Q1	$270K	Buy	+6,504	New	+$253K	0.18%	55

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

Simplicity Wealth's VUG Position: Q1 2026 in Review

Simplicity Wealth increased its Vanguard Growth ETF (VUG) stake by 0.08% in Q1 2026, buying an estimated $1.87K and bringing the position to 31,452 shares worth $2.29M. The position accounts for 0.13% of the portfolio, ranked #163.

Simplicity Wealth first reported a position in VUG in Q1 2023 and has held it in 11 quarters since. The position peaked at $9.25M in Q2 2024. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Simplicity Wealth held 31,452 shares of Vanguard Growth ETF worth $2.29M as of Q1 2026.
Simplicity Wealth bought 24 Vanguard Growth ETF shares in Q1 2026, an estimated $1.87K.
Vanguard Growth ETF made up 0.13% of Simplicity Wealth's portfolio in Q1 2026, its #163 holding.
Simplicity Wealth first reported a position in Vanguard Growth ETF in Q1 2023 and has held it in 11 quarters since.
Simplicity Wealth's Vanguard Growth ETF position peaked at $9.25M in Q2 2024.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.