Sunbelt Securities’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.25M | Buy |
30,870
+648
| +2% | +$50.4K | 0.14% | 130 |
|
|
2025
Q4 | $2.46M | Sell |
30,222
-1,980
| -6% | -$161K | 0.16% | 114 |
|
|
2025
Q3 | $2.57M | Buy |
32,202
+4,980
| +18% | +$381K | 0.18% | 101 |
|
|
2025
Q2 | $1.86M | Sell |
27,222
-3,486
| -11% | -$230K | 0.16% | 112 |
|
|
2025
Q1 | $1.9M | Buy |
30,708
+3,486
| +13% | +$235K | 0.17% | 103 |
|
|
2024
Q4 | $1.88M | Sell |
27,222
-5,142
| -16% | -$345K | 0.17% | 111 |
|
|
2024
Q3 | $2.07M | Buy |
32,364
+378
| +1% | +$23.4K | 0.2% | 103 |
|
|
2024
Q2 | $1.99M | Buy |
31,986
+48
| +0.2% | +$2.8K | 0.2% | 97 |
|
|
2024
Q1 | $1.83M | Buy |
31,938
+186
| +0.6% | +$10.2K | 0.2% | 100 |
|
|
2023
Q4 | $1.65M | Sell |
31,752
-1,512
| -5% | -$73K | 0.21% | 106 |
|
|
2023
Q3 | $1.51M | Sell |
33,264
-2,196
| -6% | -$104K | 0.21% | 105 |
|
|
2023
Q2 | $1.67M | Buy |
35,460
+12,768
| +56% | +$554K | 0.24% | 95 |
|
|
2023
Q1 | $927K | Buy |
22,692
+60
| +0.3% | +$2.33K | 0.15% | 152 |
|
|
2022
Q4 | $804K | Buy |
22,632
+588
| +3% | +$21.6K | 0.16% | 162 |
|
|
2022
Q3 | $786K | Buy |
22,044
+1,716
| +8% | +$69K | 0.17% | 155 |
|
|
2022
Q2 | $755K | Buy |
20,328
+294
| +1% | +$12.1K | 0.16% | 164 |
|
|
2022
Q1 | $976K | Sell |
20,034
-90
| -0.4% | -$4.26K | 0.18% | 140 |
|
|
2021
Q4 | $967K | Sell |
20,124
-1,554
| -7% | -$81K | 0.16% | 154 |
|
|
2021
Q3 | $1.05M | Hold |
21,678
| – | – | 0.19% | 134 |
|
|
2021
Q2 | $1.05M | Sell |
21,678
-876
| -4% | -$39.8K | 0.19% | 134 |
|
|
2021
Q1 | $966K | Sell |
22,554
-18
| -0.1% | -$770 | 0.19% | 140 |
|
|
2020
Q4 | $953K | Buy |
22,572
+936
| +4% | +$37.4K | 0.2% | 129 |
|
|
2020
Q3 | $821K | Sell |
21,636
-1,638
| -7% | -$60.5K | 0.23% | 114 |
|
|
2020
Q2 | $784K | Sell |
23,274
-14,082
| -38% | -$433K | 0.27% | 106 |
|
|
2020
Q1 | $1.05M | Buy |
37,356
+3,936
| +12% | +$118K | 0.05% | 142 |
|
|
2019
Q4 | $1.01M | Buy |
33,420
+1,842
| +6% | +$53.2K | 0.11% | 197 |
|
|
2019
Q3 | $875K | Buy |
31,578
+5,538
| +21% | +$154K | 0.1% | 201 |
|
|
2019
Q2 | $709K | Buy |
26,040
+1,074
| +4% | +$28.7K | 0.31% | 96 |
|
|
2019
Q1 | $651K | Buy |
24,966
+1,866
| +8% | +$46.1K | 0.33% | 88 |
|
|
2018
Q4 | $517K | Buy |
23,100
+18
| +0.1% | +$436 | 0.3% | 91 |
|
|
2018
Q3 | $620K | Sell |
23,082
-1,710
| -7% | -$44.7K | 0.33% | 80 |
|
|
2018
Q2 | $619K | Sell |
24,792
-3,480
| -12% | -$85.3K | 0.37% | 76 |
|
|
2018
Q1 | $669K | Buy |
28,272
+2,550
| +10% | +$62.2K | 0.61% | 45 |
|
|
2017
Q4 | $603K | Buy |
25,722
+9,132
| +55% | +$210K | 0.59% | 47 |
|
|
2017
Q3 | $367K | Buy |
+16,590
| New | +$361K | 0.39% | 89 |
|
Other funds holding VUG
EWA
Sunbelt Securities's VUG Position: Q1 2026 in Review
Sunbelt Securities increased its Vanguard Growth ETF (VUG) stake by 2.1% in Q1 2026, buying an estimated $50.4K and bringing the position to 30,870 shares worth $2.25M. The position accounts for 0.14% of the portfolio, ranked #130.
Sunbelt Securities first reported a position in VUG in Q3 2017 and has held it in 35 quarters since. The position peaked at $2.57M in Q3 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.
- Sunbelt Securities held 30,870 shares of Vanguard Growth ETF worth $2.25M as of Q1 2026.
- Sunbelt Securities bought 648 Vanguard Growth ETF shares in Q1 2026, an estimated $50.4K.
- Vanguard Growth ETF made up 0.14% of Sunbelt Securities's portfolio in Q1 2026, its #130 holding.
- Sunbelt Securities first reported a position in Vanguard Growth ETF in Q3 2017 and has held it in 35 quarters since.
- Sunbelt Securities's Vanguard Growth ETF position peaked at $2.57M in Q3 2025.
- 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.
Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.