VT
VUG icon

Vise Technologies’s Vanguard Growth ETF VUG Stock Holding History

Vise Technologies’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 		$58.2M Hold
715,896
– – 1.14% 14
2025
Q4 		$58.2M Buy
715,896
+467,640
+188% +$38M 1.14% 14
2025
Q3 		$19.8M Buy
248,256
+178,638
+257% +$13.7M 0.74% 26
2025
Q2 		$5.09M Buy
+69,618
New +$4.58M 0.21% 104
2024
Q4 		$2.84M Sell
41,466
-642
-2% -$43.1K 0.24% 83
2024
Q3 		$2.69M Buy
42,108
+1,686
+4% +$105K 0.34% 63
2024
Q2 		$2.52M Sell
40,422
-3,126
-7% -$182K 0.44% 52
2024
Q1 		$2.5M Buy
43,548
+390
+0.9% +$21.4K 0.49% 46
2023
Q4 		$2.24M Buy
43,158
+31,488
+270% +$1.52M 0.48% 52
2023
Q3 		$530K Buy
+11,670
New +$551K 0.13% 166

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

Vise Technologies's VUG Position: Q1 2026 in Review

Vise Technologies held its Vanguard Growth ETF (VUG) position steady in Q1 2026 at 715,896 shares worth $58.2M. The position accounts for 1.14% of the portfolio, ranked #14.

Vise Technologies first reported a position in VUG in Q3 2023 and has held it in 10 quarters since. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Vise Technologies held 715,896 shares of Vanguard Growth ETF worth $58.2M as of Q1 2026.
  • Vise Technologies left its Vanguard Growth ETF share count unchanged in Q1 2026.
  • Vanguard Growth ETF made up 1.14% of Vise Technologies's portfolio in Q1 2026, its #14 holding.
  • Vise Technologies first reported a position in Vanguard Growth ETF in Q3 2023 and has held it in 10 quarters since.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.