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Veridan Wealth’s Vanguard Growth ETF VUG Stock Holding History

Veridan 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 		$4.01M Sell
55,134
-1,314
-2% -$102K 1.48% 21
2025
Q4 		$4.59M Buy
56,448
+108
+0.2% +$8.77K 1.54% 16
2025
Q3 		$4.5M Buy
+56,340
New +$4.31M 1.55% 16
2025
Q1 		$3.89M Buy
62,916
+2,688
+4% +$181K 1.76% 17
2024
Q4 		$4.16M Buy
+60,228
New +$4.05M 1.95% 17
2024
Q2 		$4.15M Buy
+56,760
New +$3.31M 1.66% 16

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Veridan Wealth's VUG Position: Q1 2026 in Review

Veridan Wealth reduced its Vanguard Growth ETF (VUG) stake by 2.3% in Q1 2026, selling an estimated $102K and leaving 55,134 shares worth $4.01M. The position accounts for 1.48% of the portfolio, ranked #21.

Veridan Wealth first reported a position in VUG in Q2 2024 and has held it in 6 quarters since. The position peaked at $4.59M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Veridan Wealth held 55,134 shares of Vanguard Growth ETF worth $4.01M as of Q1 2026.
  • Veridan Wealth sold 1,314 Vanguard Growth ETF shares in Q1 2026, an estimated $102K.
  • Vanguard Growth ETF made up 1.48% of Veridan Wealth's portfolio in Q1 2026, its #21 holding.
  • Veridan Wealth first reported a position in Vanguard Growth ETF in Q2 2024 and has held it in 6 quarters since.
  • Veridan Wealth's Vanguard Growth ETF position peaked at $4.59M in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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