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ViaWealth’s Vanguard Growth ETF VUG Stock Holding History

ViaWealth’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 		$989K Sell
13,584
-1,068
-7% -$83.1K 0.55% 55
2025
Q4 		$1.19M Sell
14,652
-606
-4% -$49.2K 0.67% 40
2025
Q3 		$1.22M Sell
15,258
-894
-6% -$68.3K 0.67% 42
2025
Q2 		$1.18M Buy
16,152
+174
+1% +$11.5K 0.7% 43
2025
Q1 		$987K Sell
15,978
-342
-2% -$23.1K 0.61% 48
2024
Q4 		$1.12M Sell
16,320
-3,090
-16% -$208K 0.67% 41
2024
Q3 		$1.24M Sell
19,410
-786
-4% -$48.7K 0.72% 38
2024
Q2 		$1.26M Sell
20,196
-918
-4% -$53.5K 0.78% 33
2024
Q1 		$1.21M Sell
21,114
-1,770
-8% -$97.3K 0.76% 35
2023
Q4 		$1.19M Buy
22,884
+528
+2% +$25.5K 0.82% 34
2023
Q3 		$1.01M Buy
22,356
+318
+1% +$15K 0.75% 37
2023
Q2 		$1.04M Sell
22,038
-504
-2% -$21.9K 0.78% 33
2023
Q1 		$937K Sell
22,542
-1,758
-7% -$68.4K 0.74% 36
2022
Q4 		$875K Buy
+24,300
New +$894K 0.72% 37

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

ViaWealth's VUG Position: Q1 2026 in Review

ViaWealth reduced its Vanguard Growth ETF (VUG) stake by 7.3% in Q1 2026, selling an estimated $83.1K and leaving 13,584 shares worth $989K. The position accounts for 0.55% of the portfolio, ranked #55.

ViaWealth first reported a position in VUG in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.26M in Q2 2024. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • ViaWealth held 13,584 shares of Vanguard Growth ETF worth $989K as of Q1 2026.
  • ViaWealth sold 1,068 Vanguard Growth ETF shares in Q1 2026, an estimated $83.1K.
  • Vanguard Growth ETF made up 0.55% of ViaWealth's portfolio in Q1 2026, its #55 holding.
  • ViaWealth first reported a position in Vanguard Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • ViaWealth's Vanguard Growth ETF position peaked at $1.26M in Q2 2024.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.