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

Sterling 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	$1.18M	Sell	16,266 -60	-0.4%	-$4.67K	0.33%	40
2025 Q4	$1.33M	Sell	16,326 -7,710	-32%	-$626K	0.38%	37
2025 Q3	$1.92M	Buy	24,036 +186	+0.8%	+$14.2K	0.58%	31
2025 Q2	$1.74M	Buy	+23,850	New	+$1.57M	0.59%	30
2024 Q4	$1.74M	Buy	25,446 +30	+0.1%	+$2.02K	0.64%	28
2024 Q3	$1.63M	Buy	25,416 +3,522	+16%	+$218K	0.61%	29
2024 Q2	$1.36M	Hold	21,894	–	–	0.65%	27
2024 Q1	$1.26M	Buy	21,894 +24	+0.1%	+$1.32K	0.63%	26
2023 Q4	$1.13M	Buy	+21,870	New	+$1.06M	0.64%	23

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 Wealth Management's VUG Position: Q1 2026 in Review

Sterling Wealth Management reduced its Vanguard Growth ETF (VUG) stake by 0.37% in Q1 2026, selling an estimated $4.67K and leaving 16,266 shares worth $1.18M. The position accounts for 0.33% of the portfolio, ranked #40.

Sterling Wealth Management first reported a position in VUG in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.92M in Q3 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Sterling Wealth Management held 16,266 shares of Vanguard Growth ETF worth $1.18M as of Q1 2026.
Sterling Wealth Management sold 60 Vanguard Growth ETF shares in Q1 2026, an estimated $4.67K.
Vanguard Growth ETF made up 0.33% of Sterling Wealth Management's portfolio in Q1 2026, its #40 holding.
Sterling Wealth Management first reported a position in Vanguard Growth ETF in Q4 2023 and has held it in 9 quarters since.
Sterling Wealth Management's Vanguard Growth ETF position peaked at $1.92M in Q3 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Sterling Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.