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Summit Wealth & Retirement Planning’s Vanguard Growth ETF VUG Stock Holding History

Summit Wealth & Retirement Planning’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 		$1.51M Buy
20,802
+636
+3% +$49.5K 0.36% 36
2025
Q4 		$1.64M Buy
20,166
+300
+2% +$24.3K 0.39% 32
2025
Q3 		$1.59M Buy
19,866
+468
+2% +$35.8K 0.39% 31
2025
Q2 		$1.42M Sell
19,398
-3,162
-14% -$208K 0.38% 30
2025
Q1 		$1.39M Buy
22,560
+16,368
+264% +$1.1M 0.43% 24
2024
Q4 		$424K Hold
6,192
– – 0.13% 50
2024
Q3 		$396K Buy
+6,192
New +$384K 0.13% 48

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Summit Wealth & Retirement Planning's VUG Position: Q1 2026 in Review

Summit Wealth & Retirement Planning increased its Vanguard Growth ETF (VUG) stake by 3.2% in Q1 2026, buying an estimated $49.5K and bringing the position to 20,802 shares worth $1.51M. The position accounts for 0.36% of the portfolio, ranked #36.

Summit Wealth & Retirement Planning first reported a position in VUG in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.64M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Summit Wealth & Retirement Planning held 20,802 shares of Vanguard Growth ETF worth $1.51M as of Q1 2026.
  • Summit Wealth & Retirement Planning bought 636 Vanguard Growth ETF shares in Q1 2026, an estimated $49.5K.
  • Vanguard Growth ETF made up 0.36% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #36 holding.
  • Summit Wealth & Retirement Planning first reported a position in Vanguard Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • Summit Wealth & Retirement Planning's Vanguard Growth ETF position peaked at $1.64M in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.