Vance Wealth’s Vanguard Growth ETF VUG Stock Holding History

Vance Wealth’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	$686K	Buy	9,420 +804	+9%	+$62.5K	0.2%	60
2025 Q4	$700K	Sell	8,616 -444	-5%	-$36K	0.21%	62
2025 Q3	$725K	Sell	9,060 -54	-0.6%	-$4.13K	0.22%	60
2025 Q2	$666K	Buy	9,114 +456	+5%	+$30K	0.22%	63
2025 Q1	$535K	Sell	8,658 -360	-4%	-$24.3K	0.2%	62
2024 Q4	$617K	Sell	9,018 -18	-0.2%	-$1.21K	0.24%	55
2024 Q3	$578K	Buy	9,036 +120	+1%	+$7.44K	0.22%	56
2024 Q2	$556K	Buy	8,916 +12	+0.1%	+$700	0.23%	55
2024 Q1	$511K	Buy	8,904 +2,010	+29%	+$111K	0.2%	52
2023 Q4	$357K	Hold	6,894	–	–	0.16%	59
2023 Q3	$313K	Buy	6,894 +432	+7%	+$20.4K	0.15%	62
2023 Q2	$305K	Buy	+6,462	New	+$280K	0.14%	63
2022 Q1	–	Sell	-4,464	Closed	-$239K	–	69
2021 Q4	$239K	Buy	+4,464	New	+$233K	0.23%	53

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

Vance Wealth's VUG Position: Q1 2026 in Review

Vance Wealth increased its Vanguard Growth ETF (VUG) stake by 9.3% in Q1 2026, buying an estimated $62.5K and bringing the position to 9,420 shares worth $686K. The position accounts for 0.2% of the portfolio, ranked #60.

Vance Wealth first reported a position in VUG in Q4 2021 and has held it in 13 quarters since. The position peaked at $725K in Q3 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Vance Wealth held 9,420 shares of Vanguard Growth ETF worth $686K as of Q1 2026.
Vance Wealth bought 804 Vanguard Growth ETF shares in Q1 2026, an estimated $62.5K.
Vanguard Growth ETF made up 0.2% of Vance Wealth's portfolio in Q1 2026, its #60 holding.
Vance Wealth first reported a position in Vanguard Growth ETF in Q4 2021 and has held it in 13 quarters since.
Vance Wealth's Vanguard Growth ETF position peaked at $725K in Q3 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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