Spurstone Advisory Services’s Vanguard Growth ETF VUG Stock Holding History

Spurstone Advisory Services’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	-24	Closed	-$1.95K	–	100
2025 Q4	$1.95K	Hold	24	–	–	0.03%	61
2025 Q3	$1.92K	Hold	24	–	–	0.03%	79
2025 Q2	$1.75K	Hold	24	–	–	0.03%	104
2025 Q1	$1.48K	Hold	24	–	–	0.03%	70
2024 Q4	$1.64K	Buy	+24	New	+$1.61K	0.03%	61

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

Spurstone Advisory Services's VUG Position: Q1 2026 in Review

Spurstone Advisory Services sold out of Vanguard Growth ETF (VUG) in Q1 2026, closing a stake of 24 shares — an estimated $1.95K sold.

Spurstone Advisory Services first reported a position in VUG in Q4 2024 and held it in 5 quarters. The position peaked at $1.95K in Q4 2025. 2,721 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Spurstone Advisory Services reported no remaining Vanguard Growth ETF position as of Q1 2026 after selling out during the quarter.
Spurstone Advisory Services sold 24 Vanguard Growth ETF shares in Q1 2026, an estimated $1.95K.
Spurstone Advisory Services first reported a position in Vanguard Growth ETF in Q4 2024 and held it in 5 quarters.
Spurstone Advisory Services's Vanguard Growth ETF position peaked at $1.95K in Q4 2025.
2,721 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Spurstone Advisory Services's 13F filing for Q1 2026, filed 28 Apr 2026.