Summit Investment Advisory Services’s Vanguard Growth ETF VUG Stock Holding History

Summit Investment Advisory Services’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	$2.72M	Sell	37,320 -144	-0.4%	-$11.2K	1.01%	15
2025 Q4	$3.05M	Buy	37,464 +108	+0.3%	+$8.77K	1.15%	13
2025 Q3	$2.99M	Buy	37,356 +1,344	+4%	+$103K	1.19%	13
2025 Q2	$2.63M	Hold	36,012	–	–	1.14%	13
2025 Q1	$2.23M	Sell	36,012 -918	-2%	-$61.9K	1.09%	15
2024 Q4	$2.53M	Buy	36,930 +6	+0%	+$403	1.3%	13
2024 Q3	$2.36M	Buy	+36,924	New	+$2.29M	1.25%	14
2024 Q2	–	Sell	-37,836	Closed	-$2.17M	–	95
2024 Q1	$2.17M	Buy	37,836 +12	+0%	+$660	1.29%	13
2023 Q4	$1.96M	Sell	37,824 -1,356	-3%	-$65.5K	1.23%	14
2023 Q3	$1.78M	Sell	39,180 -2,604	-6%	-$123K	1.32%	13
2023 Q2	$1.97M	Sell	41,784 -2,334	-5%	-$101K	1.3%	13
2023 Q1	$1.83M	Buy	44,118 +18	+0%	+$700	1.31%	13
2022 Q4	$1.57M	Buy	+44,100	New	+$1.62M	1.9%	10

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

Summit Investment Advisory Services's VUG Position: Q1 2026 in Review

Summit Investment Advisory Services reduced its Vanguard Growth ETF (VUG) stake by 0.38% in Q1 2026, selling an estimated $11.2K and leaving 37,320 shares worth $2.72M. The position accounts for 1.01% of the portfolio, ranked #15.

Summit Investment Advisory Services first reported a position in VUG in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.05M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Summit Investment Advisory Services held 37,320 shares of Vanguard Growth ETF worth $2.72M as of Q1 2026.
Summit Investment Advisory Services sold 144 Vanguard Growth ETF shares in Q1 2026, an estimated $11.2K.
Vanguard Growth ETF made up 1.01% of Summit Investment Advisory Services's portfolio in Q1 2026, its #15 holding.
Summit Investment Advisory Services first reported a position in Vanguard Growth ETF in Q4 2022 and has held it in 13 quarters since.
Summit Investment Advisory Services's Vanguard Growth ETF position peaked at $3.05M in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Summit Investment Advisory Services's 13F filing for Q1 2026, filed 23 Apr 2026.