Stone House Investment Management’s Vanguard Growth ETF VUG Stock Holding History

Stone House Investment 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	$218K	Buy	2,988 +132	+5%	+$10.3K	0.04%	71
2025 Q4	$232K	Sell	2,856 -108	-4%	-$8.77K	0.04%	67
2025 Q3	$237K	Buy	2,964 +228	+8%	+$17.4K	0.04%	69
2025 Q2	$200K	Buy	2,736 +2,124	+347%	+$140K	0.04%	70
2025 Q1	$37.8K	Buy	+612	New	+$41.3K	0.01%	166

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

Stone House Investment Management's VUG Position: Q1 2026 in Review

Stone House Investment Management increased its Vanguard Growth ETF (VUG) stake by 4.6% in Q1 2026, buying an estimated $10.3K and bringing the position to 2,988 shares worth $218K. The position accounts for 0.04% of the portfolio, ranked #71.

Stone House Investment Management first reported a position in VUG in Q1 2025 and has held it in 5 quarters since. The position peaked at $237K in Q3 2025. 2,721 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Stone House Investment Management held 2,988 shares of Vanguard Growth ETF worth $218K as of Q1 2026.
Stone House Investment Management bought 132 Vanguard Growth ETF shares in Q1 2026, an estimated $10.3K.
Vanguard Growth ETF made up 0.04% of Stone House Investment Management's portfolio in Q1 2026, its #71 holding.
Stone House Investment Management first reported a position in Vanguard Growth ETF in Q1 2025 and has held it in 5 quarters since.
Stone House Investment Management's Vanguard Growth ETF position peaked at $237K in Q3 2025.
2,721 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.