Stage Harbor Financial’s Vanguard Growth ETF VUG Stock Holding History

Stage Harbor Financial’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	$20.2M	Buy	277,560 +10,320	+4%	+$803K	13.4%	2
2025 Q4	$21.7M	Buy	267,240 +4,974	+2%	+$404K	14.65%	1
2025 Q3	$21M	Buy	262,266 +3,510	+1%	+$268K	15.34%	1
2025 Q2	$18.9M	Buy	258,756 +19,878	+8%	+$1.31M	15.36%	1
2025 Q1	$14.8M	Buy	238,878 +9,960	+4%	+$672K	12.5%	3
2024 Q4	$15.7M	Buy	228,918 +4,056	+2%	+$272K	13.63%	2
2024 Q3	$14.6M	Sell	224,862 -2,538	-1%	-$157K	13.27%	2
2024 Q2	$14.2M	Buy	227,400 +7,068	+3%	+$412K	13.69%	2
2024 Q1	$12.6M	Buy	220,332 +8,256	+4%	+$454K	11.49%	2
2023 Q4	$11M	Buy	+212,076	New	+$10.2M	10.59%	2

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

Stage Harbor Financial's VUG Position: Q1 2026 in Review

Stage Harbor Financial increased its Vanguard Growth ETF (VUG) stake by 3.9% in Q1 2026, buying an estimated $803K and bringing the position to 277,560 shares worth $20.2M. The position accounts for 13.4% of the portfolio, ranked #2.

Stage Harbor Financial first reported a position in VUG in Q4 2023 and has held it in 10 quarters since. The position peaked at $21.7M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Stage Harbor Financial held 277,560 shares of Vanguard Growth ETF worth $20.2M as of Q1 2026.
Stage Harbor Financial bought 10,320 Vanguard Growth ETF shares in Q1 2026, an estimated $803K.
Vanguard Growth ETF made up 13.4% of Stage Harbor Financial's portfolio in Q1 2026, its #2 holding.
Stage Harbor Financial first reported a position in Vanguard Growth ETF in Q4 2023 and has held it in 10 quarters since.
Stage Harbor Financial's Vanguard Growth ETF position peaked at $21.7M in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Stage Harbor Financial's 13F filing for Q1 2026, filed 4 May 2026.