Vanguard Personalized Indexing Management’s Vanguard Growth ETF VUG Stock Holding History

Vanguard Personalized Indexing Management’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	$1.71M	Buy	23,556 +780	+3%	+$60.7K	0.02%	670
2025 Q4	$1.85M	Sell	22,776 -270	-1%	-$21.9K	0.02%	639
2025 Q3	$1.84M	Buy	23,046 +588	+3%	+$44.9K	0.02%	616
2025 Q2	$1.64M	Sell	22,458 -1,500	-6%	-$98.8K	0.02%	643
2025 Q1	$1.48M	Buy	23,958 +15,066	+169%	+$1.02M	0.02%	601
2024 Q4	$608K	Buy	8,892 +1,056	+13%	+$70.9K	0.01%	1018
2024 Q3	$501K	Buy	7,836 +1,116	+17%	+$69.2K	0.01%	1094
2024 Q2	$419K	Sell	6,720 -156	-2%	-$9.1K	0.01%	1115
2024 Q1	$394K	Buy	+6,876	New	+$378K	0.01%	1136

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

Vanguard Personalized Indexing Management's VUG Position: Q1 2026 in Review

Vanguard Personalized Indexing Management increased its Vanguard Growth ETF (VUG) stake by 3.4% in Q1 2026, buying an estimated $60.7K and bringing the position to 23,556 shares worth $1.71M. The position accounts for 0.02% of the portfolio, ranked #670.

Vanguard Personalized Indexing Management first reported a position in VUG in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.85M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Vanguard Personalized Indexing Management held 23,556 shares of Vanguard Growth ETF worth $1.71M as of Q1 2026.
Vanguard Personalized Indexing Management bought 780 Vanguard Growth ETF shares in Q1 2026, an estimated $60.7K.
Vanguard Growth ETF made up 0.02% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #670 holding.
Vanguard Personalized Indexing Management first reported a position in Vanguard Growth ETF in Q1 2024 and has held it in 9 quarters since.
Vanguard Personalized Indexing Management's Vanguard Growth ETF position peaked at $1.85M in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.