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Triad Wealth Partners’s Vanguard Growth ETF VUG Stock Holding History

Triad Wealth Partners’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 		$8.41M Buy
115,560
+15,852
+16% +$1.23M 0.67% 33
2025
Q4 		$8.11M Buy
99,708
+2,256
+2% +$183K 0.77% 34
2025
Q3 		$7.79M Buy
97,452
+84,186
+635% +$6.43M 1% 29
2025
Q2 		$969K Buy
13,266
+7,344
+124% +$484K 0.2% 91
2025
Q1 		$366K Sell
5,922
-420
-7% -$28.3K 0.11% 134
2024
Q4 		$434K Buy
+6,342
New +$426K 0.16% 102
2024
Q3 		– Sell
-348
Closed -$21.7K – 921
2024
Q2 		$21.7K Buy
+348
New +$20.3K 0.01% 331

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

Triad Wealth Partners's VUG Position: Q1 2026 in Review

Triad Wealth Partners increased its Vanguard Growth ETF (VUG) stake by 16% in Q1 2026, buying an estimated $1.23M and bringing the position to 115,560 shares worth $8.41M. The position accounts for 0.67% of the portfolio, ranked #33.

Triad Wealth Partners first reported a position in VUG in Q2 2024 and has held it in 7 quarters since. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Triad Wealth Partners held 115,560 shares of Vanguard Growth ETF worth $8.41M as of Q1 2026.
  • Triad Wealth Partners bought 15,852 Vanguard Growth ETF shares in Q1 2026, an estimated $1.23M.
  • Vanguard Growth ETF made up 0.67% of Triad Wealth Partners's portfolio in Q1 2026, its #33 holding.
  • Triad Wealth Partners first reported a position in Vanguard Growth ETF in Q2 2024 and has held it in 7 quarters since.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.