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

Towneley 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	$522K	Buy	7,170 +12	+0.2%	+$934	0.11%	26
2025 Q4	$582K	Sell	7,158 -84	-1%	-$6.82K	0.12%	22
2025 Q3	$579K	Sell	7,242 -2,292	-24%	-$175K	0.13%	22
2025 Q2	$697K	Sell	9,534 -2,868	-23%	-$189K	0.16%	20
2025 Q1	$766K	Sell	12,402 -762	-6%	-$51.4K	0.18%	22
2024 Q4	$900K	Sell	13,164 -5,172	-28%	-$347K	0.21%	26
2024 Q3	$1.17M	Sell	18,336 -9,306	-34%	-$577K	0.27%	22
2024 Q2	$1.72M	Sell	27,642 -367,428	-93%	-$21.4M	0.4%	19
2024 Q1	$22.7M	Sell	395,070 -13,656	-3%	-$751K	5.57%	6
2023 Q4	$21.2M	Buy	+408,726	New	+$19.7M	5.43%	6

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

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

Towneley Capital Management increased its Vanguard Growth ETF (VUG) stake by 0.17% in Q1 2026, buying an estimated $934 and bringing the position to 7,170 shares worth $522K. The position accounts for 0.11% of the portfolio, ranked #26.

Towneley Capital Management first reported a position in VUG in Q4 2023 and has held it in 10 quarters since. The position peaked at $22.7M in Q1 2024. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Towneley Capital Management held 7,170 shares of Vanguard Growth ETF worth $522K as of Q1 2026.
Towneley Capital Management bought 12 Vanguard Growth ETF shares in Q1 2026, an estimated $934.
Vanguard Growth ETF made up 0.11% of Towneley Capital Management's portfolio in Q1 2026, its #26 holding.
Towneley Capital Management first reported a position in Vanguard Growth ETF in Q4 2023 and has held it in 10 quarters since.
Towneley Capital Management's Vanguard Growth ETF position peaked at $22.7M in Q1 2024.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Towneley Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.