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tru Independence’s Vanguard Growth ETF VUG Stock Holding History

tru Independence’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 		$429K Buy
5,886
+126
+2% +$9.8K 0.21% 56
2025
Q4 		$469K Sell
5,760
-6
-0.1% -$487 0.12% 87
2025
Q3 		$461K Sell
5,766
-12
-0.2% -$917 0.12% 90
2025
Q2 		$422K Buy
5,778
+240
+4% +$15.8K 0.12% 87
2025
Q1 		$342K Buy
5,538
+6
+0.1% +$405 0.11% 93
2024
Q4 		$378K Buy
5,532
+6
+0.1% +$403 0.12% 85
2024
Q3 		$354K Buy
5,526
+48
+0.9% +$2.98K 0.1% 90
2024
Q2 		$341K Sell
5,478
-780
-12% -$45.5K 0.1% 90
2024
Q1 		$359K Buy
6,258
+6
+0.1% +$330 0.11% 91
2023
Q4 		$324K Sell
6,252
-546
-8% -$26.4K 0.1% 94
2023
Q3 		$308K Buy
6,798
+12
+0.2% +$567 0.11% 99
2023
Q2 		$320K Buy
6,786
+6
+0.1% +$260 0.11% 99
2023
Q1 		$282K Sell
6,780
-78
-1% -$3.03K 0.09% 103
2022
Q4 		$244K Sell
6,858
-180
-3% -$6.62K 0.08% 101
2022
Q3 		$251K Buy
7,038
+12
+0.2% +$482 0.09% 102
2022
Q2 		$261K Buy
7,026
+168
+2% +$6.9K 0.08% 111
2022
Q1 		$329K Buy
6,858
+6
+0.1% +$284 0.09% 120
2021
Q4 		$367K Sell
6,852
-36
-0.5% -$1.88K 0.1% 114
2021
Q3 		$333K Buy
+6,888
New +$343K 0.09% 116
2021
Q2 		– Sell
-110,412
Closed -$4.73M – 399
2021
Q1 		$4.73M Buy
+110,412
New +$4.72M 0.9% 48
2020
Q1 		– Sell
-12,912
Closed -$337K – 933
2019
Q4 		$337K Buy
+12,912
New +$373K 0.05% 202

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

tru Independence's VUG Position: Q1 2026 in Review

tru Independence increased its Vanguard Growth ETF (VUG) stake by 2.2% in Q1 2026, buying an estimated $9.8K and bringing the position to 5,886 shares worth $429K. The position accounts for 0.21% of the portfolio, ranked #56.

tru Independence first reported a position in VUG in Q4 2019 and has held it in 21 quarters since. The position peaked at $4.73M in Q1 2021. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • tru Independence held 5,886 shares of Vanguard Growth ETF worth $429K as of Q1 2026.
  • tru Independence bought 126 Vanguard Growth ETF shares in Q1 2026, an estimated $9.8K.
  • Vanguard Growth ETF made up 0.21% of tru Independence's portfolio in Q1 2026, its #56 holding.
  • tru Independence first reported a position in Vanguard Growth ETF in Q4 2019 and has held it in 21 quarters since.
  • tru Independence's Vanguard Growth ETF position peaked at $4.73M in Q1 2021.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on tru Independence's 13F filing for Q1 2026, filed 22 Apr 2026.