Smartleaf Asset Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Smartleaf Asset Management’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	$22.7M	Buy	323,736 +59,754	+23%	+$4.65M	0.82%	20
2025 Q4	$21.6M	Buy	263,982 +159,618	+153%	+$13M	0.82%	21
2025 Q3	$8.32M	Buy	104,364 +20,430	+24%	+$1.56M	0.51%	36
2025 Q2	$6.11M	Sell	83,934 -9,612	-10%	-$633K	0.54%	36
2025 Q1	$5.78M	Buy	93,546 +43,398	+87%	+$2.93M	0.56%	34
2024 Q4	$3.46M	Buy	50,148 +11,172	+29%	+$751K	0.35%	52
2024 Q3	$2.48M	Buy	38,976 +600	+2%	+$37.2K	0.3%	76
2024 Q2	$2.41M	Buy	38,376 +12,414	+48%	+$724K	0.4%	48
2024 Q1	$1.49M	Buy	25,962 +21,978	+552%	+$1.21M	0.29%	79
2023 Q4	$65.9K	Buy	+3,984	New	+$192K	0.02%	492

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

Smartleaf Asset Management's VUG Position: Q1 2026 in Review

Smartleaf Asset Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 23% in Q1 2026, buying an estimated $4.65M and bringing the position to 323,736 shares worth $22.7M. The position accounts for 0.82% of the portfolio, ranked #20.

Smartleaf Asset Management first reported a position in VUG in Q4 2023 and has held it in 10 quarters since. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Smartleaf Asset Management held 323,736 shares of Vanguard Morningstar Growth ETF worth $22.7M as of Q1 2026.
Smartleaf Asset Management bought 59,754 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $4.65M.
Vanguard Morningstar Growth ETF made up 0.82% of Smartleaf Asset Management's portfolio in Q1 2026, its #20 holding.
Smartleaf Asset Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 10 quarters since.
2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.