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Symmetry Partners’s Vanguard Growth ETF VUG Stock Holding History

Symmetry Partners’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 		$875K Sell
12,018
-3,480
-22% -$271K 0.05% 82
2025
Q4 		$1.26M Buy
15,498
+60
+0.4% +$4.87K 0.07% 66
2025
Q3 		$1.23M Sell
15,438
-216
-1% -$16.5K 0.13% 59
2025
Q2 		$1.14M Sell
15,654
-144
-0.9% -$9.48K 0.14% 59
2025
Q1 		$976K Sell
15,798
-144
-0.9% -$9.71K 0.14% 62
2024
Q4 		$1.09M Sell
15,942
-264
-2% -$17.7K 0.16% 59
2024
Q3 		$1.04M Buy
+16,206
New +$1M 0.25% 46

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

Symmetry Partners's VUG Position: Q1 2026 in Review

Symmetry Partners reduced its Vanguard Growth ETF (VUG) stake by 22% in Q1 2026, selling an estimated $271K and leaving 12,018 shares worth $875K. The position accounts for 0.05% of the portfolio, ranked #82.

Symmetry Partners first reported a position in VUG in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.26M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Symmetry Partners held 12,018 shares of Vanguard Growth ETF worth $875K as of Q1 2026.
  • Symmetry Partners sold 3,480 Vanguard Growth ETF shares in Q1 2026, an estimated $271K.
  • Vanguard Growth ETF made up 0.05% of Symmetry Partners's portfolio in Q1 2026, its #82 holding.
  • Symmetry Partners first reported a position in Vanguard Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • Symmetry Partners's Vanguard Growth ETF position peaked at $1.26M in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Symmetry Partners's 13F filing for Q1 2026, filed 27 Apr 2026.