Ted Buchan & Co’s Vanguard Growth ETF VUG Stock Holding History

Ted Buchan & Co’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	$6.83M	Sell	93,852 -41,112	-30%	-$3.2M	2.48%	13
2025 Q4	$11M	Buy	134,964 +9,408	+7%	+$764K	4.03%	7
2025 Q3	$10M	Sell	125,556 -17,106	-12%	-$1.31M	3.93%	7
2025 Q2	$10.4M	Buy	142,662 +63,024	+79%	+$4.15M	4.14%	6
2025 Q1	$4.92M	Buy	79,638 +4,728	+6%	+$319K	2.33%	13
2024 Q4	$5.12M	Buy	74,910 +702	+0.9%	+$47.2K	2.42%	14
2024 Q3	$4.75M	Buy	74,208 +31,632	+74%	+$1.96M	2.25%	15
2024 Q2	$2.65M	Buy	42,576 +33,312	+360%	+$1.94M	1.42%	21
2024 Q1	$531K	Buy	+9,264	New	+$509K	0.33%	52

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

Ted Buchan & Co's VUG Position: Q1 2026 in Review

Ted Buchan & Co reduced its Vanguard Growth ETF (VUG) stake by 30% in Q1 2026, selling an estimated $3.2M and leaving 93,852 shares worth $6.83M. The position accounts for 2.48% of the portfolio, ranked #13.

Ted Buchan & Co first reported a position in VUG in Q1 2024 and has held it in 9 quarters since. The position peaked at $11M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Ted Buchan & Co held 93,852 shares of Vanguard Growth ETF worth $6.83M as of Q1 2026.
Ted Buchan & Co sold 41,112 Vanguard Growth ETF shares in Q1 2026, an estimated $3.2M.
Vanguard Growth ETF made up 2.48% of Ted Buchan & Co's portfolio in Q1 2026, its #13 holding.
Ted Buchan & Co first reported a position in Vanguard Growth ETF in Q1 2024 and has held it in 9 quarters since.
Ted Buchan & Co's Vanguard Growth ETF position peaked at $11M in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Ted Buchan & Co's 13F filing for Q1 2026, filed 14 May 2026.