U.S. Capital Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

U.S. Capital 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	$5.9M	Buy	81,000 +21,498	+36%	+$1.67M	0.15%	164
2025 Q4	$4.84M	Sell	59,502 -1,248	-2%	-$101K	0.13%	191
2025 Q3	$4.86M	Buy	60,750 +54	+0.1%	+$4.13K	0.13%	181
2025 Q2	$4.43M	Buy	60,696 +2,268	+4%	+$149K	0.13%	175
2025 Q1	$3.61M	Sell	58,428 -4,818	-8%	-$325K	0.11%	194
2024 Q4	$4.33M	Buy	63,246 +2,970	+5%	+$200K	0.13%	167
2024 Q3	$3.86M	Sell	60,276 -4,068	-6%	-$252K	0.14%	155
2024 Q2	$4.01M	Buy	64,344 +5,262	+9%	+$307K	0.15%	142
2024 Q1	$3.39M	Sell	59,082 -462	-0.8%	-$25.4K	0.13%	158
2023 Q4	$3.09M	Buy	59,544 +10,122	+20%	+$489K	0.12%	169
2023 Q3	$2.24M	Sell	49,422 -936	-2%	-$44.2K	0.1%	180
2023 Q2	$2.37M	Buy	50,358 +4,170	+9%	+$181K	0.11%	184
2023 Q1	$1.92M	Sell	46,188 -27,348	-37%	-$1.06M	0.09%	216
2022 Q4	$2.61M	Buy	73,536 +22,884	+45%	+$842K	0.12%	166
2022 Q3	$1.81M	Buy	50,652 +1,560	+3%	+$62.7K	0.09%	211
2022 Q2	$1.82M	Sell	49,092 -1,686	-3%	-$69.3K	0.08%	232
2022 Q1	$2.43M	Sell	50,778 -232,488	-82%	-$11M	0.09%	212
2021 Q4	$15.2M	Sell	283,266 -714	-0.3%	-$37.2K	0.6%	30
2021 Q3	$13.7M	Buy	+283,980	New	+$14.1M	0.6%	34

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

U.S. Capital Wealth Advisors's VUG Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Vanguard Growth ETF (VUG) stake by 36% in Q1 2026, buying an estimated $1.67M and bringing the position to 81,000 shares worth $5.9M. The position accounts for 0.15% of the portfolio, ranked #164.

U.S. Capital Wealth Advisors first reported a position in VUG in Q3 2021 and has held it in 19 quarters since. The position peaked at $15.2M in Q4 2021. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

U.S. Capital Wealth Advisors held 81,000 shares of Vanguard Growth ETF worth $5.9M as of Q1 2026.
U.S. Capital Wealth Advisors bought 21,498 Vanguard Growth ETF shares in Q1 2026, an estimated $1.67M.
Vanguard Growth ETF made up 0.15% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #164 holding.
U.S. Capital Wealth Advisors first reported a position in Vanguard Growth ETF in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's Vanguard Growth ETF position peaked at $15.2M in Q4 2021.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.