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Soundwatch Capital’s Vanguard Growth ETF VUG Stock Holding History

Soundwatch Capital’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 		$228K Sell
3,126
-1,890
-38% -$147K 0.03% 44
2025
Q4 		$408K Buy
5,016
+1,890
+60% +$153K 0.06% 30
2025
Q3 		$250K Sell
3,126
-702
-18% -$53.6K 0.04% 34
2025
Q2 		$292K Buy
+3,828
New +$252K 0.05% 126
2025
Q1 		– Sell
-6,066
Closed -$415K – 38
2024
Q4 		$415K Buy
+6,066
New +$408K 0.04% 26

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

Soundwatch Capital's VUG Position: Q1 2026 in Review

Soundwatch Capital reduced its Vanguard Growth ETF (VUG) stake by 38% in Q1 2026, selling an estimated $147K and leaving 3,126 shares worth $228K. The position accounts for 0.03% of the portfolio, ranked #44.

Soundwatch Capital first reported a position in VUG in Q4 2024 and has held it in 5 quarters since. The position peaked at $415K in Q4 2024. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Soundwatch Capital held 3,126 shares of Vanguard Growth ETF worth $228K as of Q1 2026.
  • Soundwatch Capital sold 1,890 Vanguard Growth ETF shares in Q1 2026, an estimated $147K.
  • Vanguard Growth ETF made up 0.03% of Soundwatch Capital's portfolio in Q1 2026, its #44 holding.
  • Soundwatch Capital first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 5 quarters since.
  • Soundwatch Capital's Vanguard Growth ETF position peaked at $415K in Q4 2024.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Soundwatch Capital's 13F filing for Q1 2026, filed 5 May 2026.