Tower View Wealth Management’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 | $7.79M | Buy |
107,028
+876
| +0.8% | +$68.1K | 4% | 5 |
|
|
2025
Q4 | $8.63M | Buy |
106,152
+10,104
| +11% | +$820K | 4.27% | 6 |
|
|
2025
Q3 | $7.68M | Buy |
96,048
+1,548
| +2% | +$118K | 3.97% | 6 |
|
|
2025
Q2 | $6.9M | Sell |
94,500
-12,942
| -12% | -$852K | 3.58% | 6 |
|
|
2025
Q1 | $6.64M | Buy |
107,442
+12,378
| +13% | +$835K | 3.87% | 5 |
|
|
2024
Q4 | $6.5M | Buy |
95,064
+5,634
| +6% | +$378K | 3.44% | 6 |
|
|
2024
Q3 | $5.72M | Buy |
89,430
+2,802
| +3% | +$174K | 3.13% | 9 |
|
|
2024
Q2 | $5.4M | Buy |
86,628
+24,360
| +39% | +$1.42M | 3.1% | 8 |
|
|
2024
Q1 | $3.57M | Buy |
62,268
+318
| +0.5% | +$17.5K | 2.09% | 21 |
|
|
2023
Q4 | $3.21M | Buy |
61,950
+1,026
| +2% | +$49.5K | 1.99% | 28 |
|
|
2023
Q3 | $2.77M | Buy |
60,924
+60
| +0.1% | +$2.83K | 1.94% | 26 |
|
|
2023
Q2 | $2.87M | Sell |
60,864
-12,858
| -17% | -$558K | 1.95% | 26 |
|
|
2023
Q1 | $3.06M | Sell |
73,722
-264
| -0.4% | -$10.3K | 2.06% | 24 |
|
|
2022
Q4 | $2.63M | Sell |
73,986
-42
| -0.1% | -$1.54K | 1.83% | 25 |
|
|
2022
Q3 | $2.64M | Buy |
74,028
+336
| +0.5% | +$13.5K | 2.01% | 22 |
|
|
2022
Q2 | $2.74M | Sell |
73,692
-1,050
| -1% | -$43.1K | 2.01% | 24 |
|
|
2022
Q1 | $3.58M | Buy |
74,742
+6,300
| +9% | +$298K | 1.93% | 22 |
|
|
2021
Q4 | $3.66M | Buy |
68,442
+510
| +0.8% | +$26.6K | 1.87% | 23 |
|
|
2021
Q3 | $3.29M | Sell |
67,932
-690
| -1% | -$34.3K | 1.82% | 26 |
|
|
2021
Q2 | $3.28M | Sell |
68,622
-966
| -1% | -$43.9K | 1.66% | 27 |
|
|
2021
Q1 | $2.98M | Sell |
69,588
-19,956
| -22% | -$854K | 1.63% | 26 |
|
|
2020
Q4 | $3.78M | Sell |
89,544
-1,494
| -2% | -$59.6K | 2.15% | 18 |
|
|
2020
Q3 | $3.45M | Sell |
91,038
-1,770
| -2% | -$65.3K | 2.25% | 15 |
|
|
2020
Q2 | $3.13M | Sell |
92,808
-5,298
| -5% | -$163K | 2.29% | 15 |
|
|
2020
Q1 | $2.56M | Buy |
98,106
+1,674
| +2% | +$50.1K | 2.31% | 15 |
|
|
2019
Q4 | $2.93M | Sell |
96,432
-2,046
| -2% | -$59.1K | 2.22% | 15 |
|
|
2019
Q3 | $2.73M | Buy |
98,478
+102
| +0.1% | +$2.83K | 2.25% | 16 |
|
|
2019
Q2 | $2.68M | Sell |
98,376
-2,790
| -3% | -$74.5K | 2.29% | 16 |
|
|
2019
Q1 | $2.64M | Sell |
101,166
-2,502
| -2% | -$61.7K | 2.34% | 15 |
|
|
2018
Q4 | $2.32M | Buy |
103,668
+276
| +0.3% | +$6.69K | 2.4% | 13 |
|
|
2018
Q3 | $2.77M | Sell |
103,392
-210
| -0.2% | -$5.49K | 2.43% | 11 |
|
|
2018
Q2 | $2.59M | Buy |
103,602
+1,122
| +1% | +$27.5K | 2.44% | 9 |
|
|
2018
Q1 | $2.42M | Buy |
102,480
+1,224
| +1% | +$29.8K | 2.42% | 10 |
|
|
2017
Q4 | $2.37M | Buy |
+101,256
| New | +$2.32M | 2.19% | 11 |
|
Other funds holding VUG
EWA
Tower View Wealth Management's VUG Position: Q1 2026 in Review
Tower View Wealth Management increased its Vanguard Growth ETF (VUG) stake by 0.83% in Q1 2026, buying an estimated $68.1K and bringing the position to 107,028 shares worth $7.79M. The position accounts for 4% of the portfolio, ranked #5.
Tower View Wealth Management first reported a position in VUG in Q4 2017 and has held it in 34 quarters since. The position peaked at $8.63M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.
- Tower View Wealth Management held 107,028 shares of Vanguard Growth ETF worth $7.79M as of Q1 2026.
- Tower View Wealth Management bought 876 Vanguard Growth ETF shares in Q1 2026, an estimated $68.1K.
- Vanguard Growth ETF made up 4% of Tower View Wealth Management's portfolio in Q1 2026, its #5 holding.
- Tower View Wealth Management first reported a position in Vanguard Growth ETF in Q4 2017 and has held it in 34 quarters since.
- Tower View Wealth Management's Vanguard Growth ETF position peaked at $8.63M in Q4 2025.
- 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.
Based on Tower View Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.