Sittner & Nelson’s Vanguard Growth ETF VUG Stock Holding History

Sittner & Nelson’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	$145K	Hold	1,986	–	–	0.05%	193
2025 Q4	$155K	Hold	1,986	–	–	0.05%	186
2025 Q3	$159K	Hold	1,986	–	–	0.06%	169
2025 Q2	$145K	Hold	1,986	–	–	0.06%	164
2025 Q1	$123K	Buy	1,986 +210	+12%	+$14.2K	0.05%	171
2024 Q4	$121K	Buy	1,776 +348	+24%	+$23.4K	0.05%	157
2024 Q3	$91.4K	Hold	1,428	–	–	0.04%	188
2024 Q2	$89K	Buy	1,428 +828	+138%	+$48.3K	0.04%	170
2024 Q1	$34.4K	Hold	600	–	–	0.02%	241
2023 Q4	$31.1K	Hold	600	–	–	0.02%	250
2023 Q3	$27.2K	Hold	600	–	–	0.02%	254
2023 Q2	$28.3K	Hold	600	–	–	0.02%	255
2023 Q1	$24.9K	Hold	600	–	–	0.01%	277
2022 Q4	$21.3K	Hold	600	–	–	0.01%	272
2022 Q3	$21K	Hold	600	–	–	0.01%	267
2022 Q2	$22K	Hold	600	–	–	0.01%	279
2022 Q1	$29K	Hold	600	–	–	0.02%	242
2021 Q4	$32K	Hold	600	–	–	0.02%	231
2021 Q3	$29K	Hold	600	–	–	0.02%	231
2021 Q2	$29K	Sell	600 -684	-53%	-$31.1K	0.02%	215
2021 Q1	$55K	Hold	1,284	–	–	0.04%	163
2020 Q4	$54K	Buy	+1,284	New	+$51.3K	0.05%	156

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

Sittner & Nelson's VUG Position: Q1 2026 in Review

Sittner & Nelson held its Vanguard Growth ETF (VUG) position steady in Q1 2026 at 1,986 shares worth $145K. The position accounts for 0.05% of the portfolio, ranked #193.

Sittner & Nelson first reported a position in VUG in Q4 2020 and has held it in 22 quarters since. The position peaked at $159K in Q3 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Sittner & Nelson held 1,986 shares of Vanguard Growth ETF worth $145K as of Q1 2026.
Sittner & Nelson left its Vanguard Growth ETF share count unchanged in Q1 2026.
Vanguard Growth ETF made up 0.05% of Sittner & Nelson's portfolio in Q1 2026, its #193 holding.
Sittner & Nelson first reported a position in Vanguard Growth ETF in Q4 2020 and has held it in 22 quarters since.
Sittner & Nelson's Vanguard Growth ETF position peaked at $159K in Q3 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.