Sterling Group Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Sterling Group 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	$281K	Hold	3,858	–	–	0.13%	45
2025 Q4	$314K	Hold	3,858	–	–	0.15%	42
2025 Q3	$308K	Hold	3,858	–	–	0.15%	41
2025 Q2	$282K	Sell	3,858 -834	-18%	-$54.9K	0.16%	43
2025 Q1	$290K	Buy	4,692 +66	+1%	+$4.45K	0.16%	47
2024 Q4	$316K	Buy	4,626 +330	+8%	+$22.2K	0.16%	43
2024 Q3	$275K	Sell	4,296 -312	-7%	-$19.3K	0.15%	50
2024 Q2	$287K	Buy	+4,608	New	+$269K	0.16%	44
2024 Q1	–	Sell	-5,910	Closed	-$306K	–	51
2023 Q4	$306K	Hold	5,910	–	–	0.24%	42
2023 Q3	$268K	Hold	5,910	–	–	0.25%	40
2023 Q2	$279K	Hold	5,910	–	–	0.24%	39
2023 Q1	$246K	Hold	5,910	–	–	0.23%	41
2022 Q4	$210K	Buy	+5,910	New	+$217K	0.21%	46

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

Sterling Group Wealth Management's VUG Position: Q1 2026 in Review

Sterling Group Wealth Management held its Vanguard Growth ETF (VUG) position steady in Q1 2026 at 3,858 shares worth $281K. The position accounts for 0.13% of the portfolio, ranked #45.

Sterling Group Wealth Management first reported a position in VUG in Q4 2022 and has held it in 13 quarters since. The position peaked at $316K in Q4 2024. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Sterling Group Wealth Management held 3,858 shares of Vanguard Growth ETF worth $281K as of Q1 2026.
Sterling Group Wealth Management left its Vanguard Growth ETF share count unchanged in Q1 2026.
Vanguard Growth ETF made up 0.13% of Sterling Group Wealth Management's portfolio in Q1 2026, its #45 holding.
Sterling Group Wealth Management first reported a position in Vanguard Growth ETF in Q4 2022 and has held it in 13 quarters since.
Sterling Group Wealth Management's Vanguard Growth ETF position peaked at $316K in Q4 2024.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Sterling Group Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.