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Tandem Capital Management’s Vanguard Growth ETF VUG Stock Holding History

Tandem Capital Management’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 		$1.83M Sell
25,146
-78
-0.3% -$6.07K 0.92% 41
2025
Q4 		$2.05M Buy
25,224
+156
+0.6% +$12.7K 0.93% 35
2025
Q3 		$2M Sell
25,068
-390
-2% -$29.8K 0.93% 34
2025
Q2 		$1.86M Buy
25,458
+1,494
+6% +$98.4K 0.94% 36
2025
Q1 		$1.48M Buy
23,964
+612
+3% +$41.3K 0.83% 44
2024
Q4 		$1.6M Buy
23,352
+486
+2% +$32.6K 0.86% 40
2024
Q3 		$1.46M Sell
22,866
-630
-3% -$39K 0.77% 44
2024
Q2 		$1.52M Buy
23,496
+318
+1% +$18.5K 0.83% 37
2024
Q1 		$1.33M Buy
23,178
+1,788
+8% +$98.3K 0.75% 42
2023
Q4 		$1.11M Buy
21,390
+2,130
+11% +$103K 0.69% 48
2023
Q3 		$874K Buy
19,260
+738
+4% +$34.9K 0.6% 52
2023
Q2 		$873K Sell
18,522
-84
-0.5% -$3.64K 0.57% 52
2023
Q1 		$774K Buy
18,606
+180
+1% +$7K 0.54% 54
2022
Q4 		$654K Buy
18,426
+150
+0.8% +$5.52K 0.52% 53
2022
Q3 		$670K Sell
18,276
-240
-1% -$9.65K 0.57% 54
2022
Q2 		$688K Sell
18,516
-1,980
-10% -$81.3K 0.55% 51
2022
Q1 		$887K Buy
20,496
+486
+2% +$23K 0.61% 51
2021
Q4 		$1.07M Buy
20,010
+96
+0.5% +$5K 0.62% 47
2021
Q3 		$963K Buy
19,914
+606
+3% +$30.2K 0.61% 50
2021
Q2 		$923K Buy
19,308
+240
+1% +$10.9K 0.58% 51
2021
Q1 		$817K Buy
19,068
+1,320
+7% +$56.5K 0.57% 50
2020
Q4 		$749K Buy
17,748
+396
+2% +$15.8K 0.56% 50
2020
Q3 		$658K Buy
17,352
+1,236
+8% +$45.6K 0.58% 50
2020
Q2 		$543K Sell
16,116
-300
-2% -$9.23K 0.53% 52
2020
Q1 		$429K Sell
16,416
-30
-0.2% -$899 0.48% 55
2019
Q4 		$499K Buy
+16,446
New +$475K 0.43% 59

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

Tandem Capital Management's VUG Position: Q1 2026 in Review

Tandem Capital Management reduced its Vanguard Growth ETF (VUG) stake by 0.31% in Q1 2026, selling an estimated $6.07K and leaving 25,146 shares worth $1.83M. The position accounts for 0.92% of the portfolio, ranked #41.

Tandem Capital Management first reported a position in VUG in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.05M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Tandem Capital Management held 25,146 shares of Vanguard Growth ETF worth $1.83M as of Q1 2026.
  • Tandem Capital Management sold 78 Vanguard Growth ETF shares in Q1 2026, an estimated $6.07K.
  • Vanguard Growth ETF made up 0.92% of Tandem Capital Management's portfolio in Q1 2026, its #41 holding.
  • Tandem Capital Management first reported a position in Vanguard Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Tandem Capital Management's Vanguard Growth ETF position peaked at $2.05M in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Tandem Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.