Strategic Advocates’s Vanguard Growth ETF VUG Stock Holding History

Strategic Advocates’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	$37.1K	Sell	510 -27,702	-98%	-$2.16M	0.16%	93
2025 Q4	$2.31M	Buy	28,212 +180	+0.6%	+$14.6K	0.59%	29
2025 Q3	$2.24M	Hold	28,032	–	–	0.58%	29
2025 Q2	$2.05M	Hold	28,032	–	–	0.61%	31
2025 Q1	$1.73M	Sell	28,032 -402	-1%	-$27.1K	0.6%	31
2024 Q4	$1.95M	Sell	28,434 -564	-2%	-$37.9K	0.66%	27
2024 Q3	$1.86M	Sell	28,998 -1,140	-4%	-$70.7K	0.66%	27
2024 Q2	$1.88M	Sell	30,138 -1,740	-5%	-$101K	0.75%	25
2024 Q1	$1.83M	Buy	31,878 +23,064	+262%	+$1.27M	0.7%	29
2023 Q4	$457K	Sell	8,814 -3,138	-26%	-$151K	0.19%	88
2023 Q3	$542K	Buy	+11,952	New	+$564K	0.26%	71

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

Strategic Advocates's VUG Position: Q1 2026 in Review

Strategic Advocates reduced its Vanguard Growth ETF (VUG) stake by 98% in Q1 2026, selling an estimated $2.16M and leaving 510 shares worth $37.1K. The position accounts for 0.16% of the portfolio, ranked #93.

Strategic Advocates first reported a position in VUG in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.31M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Strategic Advocates held 510 shares of Vanguard Growth ETF worth $37.1K as of Q1 2026.
Strategic Advocates sold 27,702 Vanguard Growth ETF shares in Q1 2026, an estimated $2.16M.
Vanguard Growth ETF made up 0.16% of Strategic Advocates's portfolio in Q1 2026, its #93 holding.
Strategic Advocates first reported a position in Vanguard Growth ETF in Q3 2023 and has held it in 11 quarters since.
Strategic Advocates's Vanguard Growth ETF position peaked at $2.31M in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.