TRUE Private Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

TRUE Private Wealth Advisors’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	$1.21M	Buy	16,650 +6,126	+58%	+$477K	0.12%	107
2025 Q4	$856K	Buy	10,524 +186	+2%	+$15.1K	0.09%	126
2025 Q3	$826K	Hold	10,338	–	–	0.08%	125
2025 Q2	$755K	Sell	10,338 -6	-0.1%	-$395	0.08%	118
2025 Q1	$639K	Sell	10,344 -252	-2%	-$17K	0.08%	115
2024 Q4	$725K	Sell	10,596 -18	-0.2%	-$1.21K	0.09%	112
2024 Q3	$679K	Buy	10,614 +378	+4%	+$23.4K	0.08%	108
2024 Q2	$638K	Sell	10,236 -342	-3%	-$19.9K	0.07%	134
2024 Q1	$607K	Sell	10,578 -1,728	-14%	-$95K	0.07%	141
2023 Q4	$638K	Sell	12,306 -1,206	-9%	-$58.2K	0.08%	130
2023 Q3	$613K	Buy	+13,512	New	+$638K	0.09%	122
2021 Q1	–	Sell	-312	Closed	-$13K	–	692
2020 Q4	$13K	Hold	312	–	–	﹤0.01%	510
2020 Q3	$11K	Hold	312	–	–	﹤0.01%	489
2020 Q2	$10K	Hold	312	–	–	﹤0.01%	496
2020 Q1	$8K	Sell	312 -408	-57%	-$12.2K	﹤0.01%	484
2019 Q4	$21K	Buy	+720	New	+$20.8K	﹤0.01%	481
2019 Q3	–	Sell	-312	Closed	-$8K	–	703
2019 Q2	$8K	Buy	+312	New	+$8.33K	﹤0.01%	586
2018 Q4	–	Sell	-96,642	Closed	-$2.6M	–	895
2018 Q3	$2.6M	Buy	96,642 +26,040	+37%	+$681K	0.37%	53
2018 Q2	$1.76M	Buy	+70,602	New	+$1.73M	0.28%	67

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

TRUE Private Wealth Advisors's VUG Position: Q1 2026 in Review

TRUE Private Wealth Advisors increased its Vanguard Growth ETF (VUG) stake by 58% in Q1 2026, buying an estimated $477K and bringing the position to 16,650 shares worth $1.21M. The position accounts for 0.12% of the portfolio, ranked #107.

TRUE Private Wealth Advisors first reported a position in VUG in Q2 2018 and has held it in 19 quarters since. The position peaked at $2.6M in Q3 2018. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

TRUE Private Wealth Advisors held 16,650 shares of Vanguard Growth ETF worth $1.21M as of Q1 2026.
TRUE Private Wealth Advisors bought 6,126 Vanguard Growth ETF shares in Q1 2026, an estimated $477K.
Vanguard Growth ETF made up 0.12% of TRUE Private Wealth Advisors's portfolio in Q1 2026, its #107 holding.
TRUE Private Wealth Advisors first reported a position in Vanguard Growth ETF in Q2 2018 and has held it in 19 quarters since.
TRUE Private Wealth Advisors's Vanguard Growth ETF position peaked at $2.6M in Q3 2018.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.