Stone Summit Wealth’s Vanguard Growth ETF VUG Stock Holding History

Stone Summit Wealth’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	$6.4M	Sell	87,906 -6,534	-7%	-$508K	1.78%	14
2025 Q4	$7.68M	Buy	94,440 +2,148	+2%	+$174K	2.08%	14
2025 Q3	$7.38M	Buy	92,292 +42,864	+87%	+$3.28M	2.09%	12
2025 Q2	$3.61M	Buy	49,428 +10,770	+28%	+$709K	1.12%	32
2025 Q1	$2.39M	Buy	38,658 +2,388	+7%	+$161K	0.81%	42
2024 Q4	$2.48M	Buy	36,270 +630	+2%	+$42.3K	0.83%	40
2024 Q3	$2.28M	Buy	35,640 +2,286	+7%	+$142K	0.74%	45
2024 Q2	$2.08M	Buy	33,354 +618	+2%	+$36K	0.75%	42
2024 Q1	$1.88M	Buy	32,736 +396	+1%	+$21.8K	0.65%	53
2023 Q4	$1.68M	Sell	32,340 -2,580	-7%	-$125K	0.64%	56
2023 Q3	$1.58M	Buy	34,920 +954	+3%	+$45.1K	0.68%	53
2023 Q2	$1.6M	Sell	33,966 -5,748	-14%	-$249K	0.66%	54
2023 Q1	$1.65M	Sell	39,714 -10,572	-21%	-$411K	0.73%	49
2022 Q4	$1.79M	Buy	50,286 +2,376	+5%	+$87.4K	0.88%	41
2022 Q3	$1.71M	Buy	47,910 +1,260	+3%	+$50.6K	1.05%	31
2022 Q2	$1.73M	Buy	46,650 +348	+0.8%	+$14.3K	1.03%	31
2022 Q1	$2.22M	Buy	46,302 +3,564	+8%	+$169K	1.25%	24
2021 Q4	$2.28M	Buy	+42,738	New	+$2.23M	1.85%	14

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 Summit Wealth's VUG Position: Q1 2026 in Review

Stone Summit Wealth reduced its Vanguard Growth ETF (VUG) stake by 6.9% in Q1 2026, selling an estimated $508K and leaving 87,906 shares worth $6.4M. The position accounts for 1.78% of the portfolio, ranked #14.

Stone Summit Wealth first reported a position in VUG in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.68M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Stone Summit Wealth held 87,906 shares of Vanguard Growth ETF worth $6.4M as of Q1 2026.
Stone Summit Wealth sold 6,534 Vanguard Growth ETF shares in Q1 2026, an estimated $508K.
Vanguard Growth ETF made up 1.78% of Stone Summit Wealth's portfolio in Q1 2026, its #14 holding.
Stone Summit Wealth first reported a position in Vanguard Growth ETF in Q4 2021 and has held it in 18 quarters since.
Stone Summit Wealth's Vanguard Growth ETF position peaked at $7.68M in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.