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SMART Wealth’s Vanguard Growth ETF VUG Stock Holding History

SMART 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 		– Sell
-3,204
Closed -$260K – 230
2025
Q4 		$260K Sell
3,204
-216
-6% -$17.5K 0.08% 155
2025
Q3 		$274K Sell
3,420
-414
-11% -$31.6K 0.1% 120
2025
Q2 		$280K Buy
+3,834
New +$252K 0.09% 142

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

SMART Wealth's VUG Position: Q1 2026 in Review

SMART Wealth sold out of Vanguard Growth ETF (VUG) in Q1 2026, closing a stake of 3,204 shares — an estimated $260K sold.

SMART Wealth first reported a position in VUG in Q2 2025 and held it in 3 quarters. The position peaked at $280K in Q2 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • SMART Wealth reported no remaining Vanguard Growth ETF position as of Q1 2026 after selling out during the quarter.
  • SMART Wealth sold 3,204 Vanguard Growth ETF shares in Q1 2026, an estimated $260K.
  • SMART Wealth first reported a position in Vanguard Growth ETF in Q2 2025 and held it in 3 quarters.
  • SMART Wealth's Vanguard Growth ETF position peaked at $280K in Q2 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.