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Tradition Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Tradition Wealth 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 		$4.21M Sell
57,888
-1,482
-2% -$115K 0.3% 75
2025
Q4 		$4.83M Sell
59,370
-1,674
-3% -$136K 0.35% 71
2025
Q3 		$4.88M Buy
61,044
+3,588
+6% +$274K 0.36% 71
2025
Q2 		$4.2M Sell
57,456
-9,354
-14% -$616K 0.34% 74
2025
Q1 		$4.13M Sell
66,810
-486
-0.7% -$32.8K 0.36% 70
2024
Q4 		$4.6M Sell
67,296
-60
-0.1% -$4.03K 0.41% 63
2024
Q3 		$4.31M Buy
67,356
+1,062
+2% +$65.8K 0.38% 64
2024
Q2 		$4.13M Sell
66,294
-720
-1% -$42K 0.4% 62
2024
Q1 		$3.84M Buy
67,014
+918
+1% +$50.5K 0.39% 63
2023
Q4 		$3.42M Sell
66,096
-894
-1% -$43.2K 0.36% 59
2023
Q3 		$3.04M Buy
66,990
+534
+0.8% +$25.2K 0.36% 62
2023
Q2 		$3.13M Sell
66,456
-2,664
-4% -$116K 0.37% 63
2023
Q1 		$2.87M Buy
69,120
+108
+0.2% +$4.2K 0.36% 62
2022
Q4 		$2.45M Buy
69,012
+6,498
+10% +$239K 0.35% 63
2022
Q3 		$2.23M Sell
62,514
-3,798
-6% -$153K 0.33% 67
2022
Q2 		$2.46M Sell
66,312
-48
-0.1% -$1.97K 0.36% 68
2022
Q1 		$3.18M Buy
66,360
+732
+1% +$34.6K 0.41% 64
2021
Q4 		$3.51M Buy
65,628
+60
+0.1% +$3.13K 0.44% 61
2021
Q3 		$3.17M Sell
65,568
-54
-0.1% -$2.69K 0.45% 60
2021
Q2 		$3.14M Buy
65,622
+36
+0.1% +$1.64K 0.47% 60
2021
Q1 		$2.81M Buy
65,586
+1,236
+2% +$52.9K 0.49% 65
2020
Q4 		$2.72M Buy
+64,350
New +$2.57M 0.53% 54

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

Tradition Wealth Management's VUG Position: Q1 2026 in Review

Tradition Wealth Management reduced its Vanguard Growth ETF (VUG) stake by 2.5% in Q1 2026, selling an estimated $115K and leaving 57,888 shares worth $4.21M. The position accounts for 0.3% of the portfolio, ranked #75.

Tradition Wealth Management first reported a position in VUG in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.88M in Q3 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Tradition Wealth Management held 57,888 shares of Vanguard Growth ETF worth $4.21M as of Q1 2026.
  • Tradition Wealth Management sold 1,482 Vanguard Growth ETF shares in Q1 2026, an estimated $115K.
  • Vanguard Growth ETF made up 0.3% of Tradition Wealth Management's portfolio in Q1 2026, its #75 holding.
  • Tradition Wealth Management first reported a position in Vanguard Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's Vanguard Growth ETF position peaked at $4.88M in Q3 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.