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Smith Salley Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Smith Salley Wealth 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 		$2.86M Buy
39,300
+1,320
+3% +$103K 0.14% 101
2025
Q4 		$3.09M Sell
37,980
-444
-1% -$36K 0.15% 101
2025
Q3 		$3.07M Sell
38,424
-1,692
-4% -$129K 0.16% 97
2025
Q2 		$2.93M Buy
40,116
+6,000
+18% +$395K 0.17% 90
2025
Q1 		$2.11M Sell
34,116
-1,836
-5% -$124K 0.14% 102
2024
Q4 		$2.46M Buy
35,952
+966
+3% +$64.9K 0.16% 94
2024
Q3 		$2.24M Hold
34,986
– – 0.15% 101
2024
Q2 		$2.18M Sell
34,986
-4,104
-10% -$239K 0.16% 89
2024
Q1 		$2.24M Sell
39,090
-1,086
-3% -$59.7K 0.17% 89
2023
Q4 		$2.08M Sell
40,176
-174
-0.4% -$8.4K 0.13% 107
2023
Q3 		$1.83M Hold
40,350
– – 0.14% 103
2023
Q2 		$1.9M Sell
40,350
-1,560
-4% -$67.7K 0.14% 103
2023
Q1 		$1.74M Buy
41,910
+432
+1% +$16.8K 0.14% 107
2022
Q4 		$1.47M Sell
41,478
-276
-0.7% -$10.2K 0.13% 113
2022
Q3 		$1.49M Hold
41,754
– – 0.14% 109
2022
Q2 		$1.55M Sell
41,754
-138
-0.3% -$5.67K 0.13% 113
2022
Q1 		$2.01M Buy
41,892
+1,092
+3% +$51.7K 0.15% 105
2021
Q4 		$2.18M Buy
40,800
+1,290
+3% +$67.2K 0.15% 109
2021
Q3 		$1.91M Buy
39,510
+900
+2% +$44.8K 0.15% 106
2021
Q2 		$1.85M Hold
38,610
– – 0.15% 104
2021
Q1 		$1.65M Sell
38,610
-576
-1% -$24.6K 0.15% 98
2020
Q4 		$1.66M Buy
39,186
+23,826
+155% +$951K 0.17% 93
2020
Q3 		$583K Sell
15,360
-570
-4% -$21K 0.07% 120
2020
Q2 		$537K Hold
15,930
– – 0.07% 123
2020
Q1 		$416K Hold
15,930
– – 0.07% 128
2019
Q4 		$484K Sell
15,930
-834
-5% -$24.1K 0.06% 129
2019
Q3 		$465K Buy
16,764
+1,980
+13% +$54.9K 0.07% 129
2019
Q2 		$403K Buy
+14,784
New +$395K 0.06% 139

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

Smith Salley Wealth Management's VUG Position: Q1 2026 in Review

Smith Salley Wealth Management increased its Vanguard Growth ETF (VUG) stake by 3.5% in Q1 2026, buying an estimated $103K and bringing the position to 39,300 shares worth $2.86M. The position accounts for 0.14% of the portfolio, ranked #101.

Smith Salley Wealth Management first reported a position in VUG in Q2 2019 and has held it in 28 quarters since. The position peaked at $3.09M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Smith Salley Wealth Management held 39,300 shares of Vanguard Growth ETF worth $2.86M as of Q1 2026.
  • Smith Salley Wealth Management bought 1,320 Vanguard Growth ETF shares in Q1 2026, an estimated $103K.
  • Vanguard Growth ETF made up 0.14% of Smith Salley Wealth Management's portfolio in Q1 2026, its #101 holding.
  • Smith Salley Wealth Management first reported a position in Vanguard Growth ETF in Q2 2019 and has held it in 28 quarters since.
  • Smith Salley Wealth Management's Vanguard Growth ETF position peaked at $3.09M in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.