Sutton Place Investors’s Vanguard Growth ETF VUG Stock Holding History

Sutton Place Investors’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	$4.28M	Buy	58,812 +288	+0.5%	+$22.4K	2.34%	10
2025 Q4	$4.76M	Buy	58,524 +78	+0.1%	+$6.33K	2.61%	10
2025 Q3	$4.67M	Sell	58,446 -264	-0.4%	-$20.2K	2.66%	9
2025 Q2	$4.29M	Buy	58,710 +126	+0.2%	+$8.29K	2.58%	9
2025 Q1	$3.62M	Buy	58,584 +3,852	+7%	+$260K	2.44%	10
2024 Q4	$3.74M	Sell	54,732 -462	-0.8%	-$31K	2.17%	9
2024 Q3	$3.53M	Buy	55,194 +1,728	+3%	+$107K	2.16%	9
2024 Q2	$3.33M	Sell	53,466 -5,862	-10%	-$342K	2.22%	9
2024 Q1	$3.4M	Buy	59,328 +20,178	+52%	+$1.11M	1.68%	14
2023 Q4	$2.03M	Buy	39,150 +24	+0.1%	+$1.16K	1.47%	17
2023 Q3	$1.78M	Buy	39,126 +7,746	+25%	+$366K	2.31%	12
2023 Q2	$1.48M	Buy	31,380 +9,018	+40%	+$391K	2.06%	11
2023 Q1	$930K	Buy	22,362 +6	+0%	+$233	1.26%	24
2022 Q4	$794K	Buy	22,356 +6	+0%	+$221	1.13%	27
2022 Q3	$797K	Sell	22,350 -1,536	-6%	-$61.7K	1.21%	29
2022 Q2	$887K	Buy	23,886 +6	+0%	+$246	1.29%	27
2022 Q1	$1.03M	Buy	23,880 +6	+0%	+$284	1.23%	26
2021 Q4	$1.28M	Buy	+23,874	New	+$1.24M	1.47%	21

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

Sutton Place Investors's VUG Position: Q1 2026 in Review

Sutton Place Investors increased its Vanguard Growth ETF (VUG) stake by 0.49% in Q1 2026, buying an estimated $22.4K and bringing the position to 58,812 shares worth $4.28M. The position accounts for 2.34% of the portfolio, ranked #10.

Sutton Place Investors first reported a position in VUG in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.76M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Sutton Place Investors held 58,812 shares of Vanguard Growth ETF worth $4.28M as of Q1 2026.
Sutton Place Investors bought 288 Vanguard Growth ETF shares in Q1 2026, an estimated $22.4K.
Vanguard Growth ETF made up 2.34% of Sutton Place Investors's portfolio in Q1 2026, its #10 holding.
Sutton Place Investors first reported a position in Vanguard Growth ETF in Q4 2021 and has held it in 18 quarters since.
Sutton Place Investors's Vanguard Growth ETF position peaked at $4.76M in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Sutton Place Investors's 13F filing for Q1 2026, filed 22 Apr 2026.