Town Capital’s Vanguard Growth ETF VUG Stock Holding History

Town Capital’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	–	Sell	-3,828	Closed	-$311K	–	97
2025 Q4	$311K	Buy	+3,828	New	+$311K	0.25%	68

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

Town Capital's VUG Position: Q1 2026 in Review

Town Capital sold out of Vanguard Growth ETF (VUG) in Q1 2026, closing a stake of 3,828 shares — an estimated $311K sold.

Town Capital first reported a position in VUG in Q4 2025 and held it in 1 quarter. The position peaked at $311K in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Town Capital reported no remaining Vanguard Growth ETF position as of Q1 2026 after selling out during the quarter.
Town Capital sold 3,828 Vanguard Growth ETF shares in Q1 2026, an estimated $311K.
Town Capital first reported a position in Vanguard Growth ETF in Q4 2025 and held it in 1 quarter.
Town Capital's Vanguard Growth ETF position peaked at $311K in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Town Capital's 13F filing for Q1 2026, filed 4 Jun 2026.