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VSM Wealth Advisory’s Vanguard Growth ETF VUG Stock Holding History

VSM Wealth Advisory’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 		$11M Buy
151,086
+15,858
+12% +$1.23M 3.28% 11
2025
Q4 		$11M Buy
135,228
+3,300
+3% +$268K 3.3% 10
2025
Q3 		$10.5M Buy
131,928
+19,788
+18% +$1.51M 3.28% 11
2025
Q2 		$8.19M Buy
112,140
+15,858
+16% +$1.04M 2.71% 11
2025
Q1 		$5.95M Buy
96,282
+25,386
+36% +$1.71M 2.14% 17
2024
Q4 		$4.85M Buy
+70,896
New +$4.76M 1.73% 17

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

VSM Wealth Advisory's VUG Position: Q1 2026 in Review

VSM Wealth Advisory increased its Vanguard Growth ETF (VUG) stake by 12% in Q1 2026, buying an estimated $1.23M and bringing the position to 151,086 shares worth $11M. The position accounts for 3.28% of the portfolio, ranked #11.

VSM Wealth Advisory first reported a position in VUG in Q4 2024 and has held it in 6 quarters since. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • VSM Wealth Advisory held 151,086 shares of Vanguard Growth ETF worth $11M as of Q1 2026.
  • VSM Wealth Advisory bought 15,858 Vanguard Growth ETF shares in Q1 2026, an estimated $1.23M.
  • Vanguard Growth ETF made up 3.28% of VSM Wealth Advisory's portfolio in Q1 2026, its #11 holding.
  • VSM Wealth Advisory first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on VSM Wealth Advisory's 13F filing for Q1 2026, filed 6 May 2026.