UBS Group
VUG icon

UBS Group’s Vanguard Growth ETF VUG Stock Holding History

UBS Group’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 		$218K Buy
+3,000
New +$233K ﹤0.01% 6589
2025
Q2 		– Sell
-600
Closed -$37.1K – 10879
2025
Q1 		$37.1K Buy
+600
New +$40.5K ﹤0.01% 7803
2021
Q4 		– Sell
-1,200
Closed -$58K – 10754
2021
Q3 		$58K Buy
+1,200
New +$59.7K ﹤0.01% 6218
2020
Q4 		– Sell
-6,000
Closed -$228K – 8797
2020
Q3 		$228K Buy
+6,000
New +$222K ﹤0.01% 4719
2018
Q1 		– Sell
-6,000
Closed -$141K – 8198
2017
Q4 		$141K Buy
6,000
+5,400
+900% +$124K ﹤0.01% 5156
2017
Q3 		$13K Buy
+600
New +$13K ﹤0.01% 6741

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
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
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM