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WBH Advisory’s Vanguard Growth ETF VUG Stock Holding History

WBH 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 		$4.3M Sell
58,404
-5,160
-8% -$401K 0.32% 64
2025
Q4 		$5.17M Buy
63,564
+5,370
+9% +$436K 0.38% 54
2025
Q3 		$4.65M Buy
58,194
+1,272
+2% +$97.2K 0.36% 57
2025
Q2 		$4.16M Buy
56,922
+20,916
+58% +$1.38M 0.35% 59
2025
Q1 		$2.23M Sell
36,006
-4,608
-11% -$311K 0.21% 86
2024
Q4 		$2.78M Buy
40,614
+22,266
+121% +$1.5M 0.26% 73
2024
Q3 		$1.17M Sell
18,348
-708
-4% -$43.9K 0.11% 137
2024
Q2 		$1.19M Buy
19,056
+1,440
+8% +$84K 0.12% 131
2024
Q1 		$1.01M Hold
17,616
– – 0.1% 148
2023
Q4 		$913K Buy
17,616
+498
+3% +$24K 0.1% 157
2023
Q3 		$777K Buy
17,118
+1,056
+7% +$49.9K 0.1% 157
2023
Q2 		$757K Buy
16,062
+3,132
+24% +$136K 0.09% 165
2023
Q1 		$538K Buy
+12,930
New +$503K 0.07% 200
2022
Q3 		$314K Hold
8,796
– – 0.05% 234
2022
Q2 		$338K Sell
8,796
-858
-9% -$35.2K 0.05% 238
2022
Q1 		$422K Sell
9,654
-4,608
-32% -$218K 0.05% 221
2021
Q4 		$763K Buy
14,262
+1,584
+12% +$82.5K 0.09% 178
2021
Q3 		$613K Hold
12,678
– – 0.08% 186
2021
Q2 		$633K Buy
12,678
+900
+8% +$40.9K 0.09% 158
2021
Q1 		$505K Buy
11,778
+66
+0.6% +$2.82K 0.08% 175
2020
Q4 		$505K Buy
11,712
+1,608
+16% +$64.2K 0.09% 170
2020
Q3 		$383K Buy
10,104
+690
+7% +$25.5K 0.08% 182
2020
Q2 		$317K Buy
9,414
+12
+0.1% +$369 0.08% 192
2020
Q1 		$245 Buy
9,402
+18
+0.2% +$539 0.06% 199
2019
Q4 		$285K Buy
+9,384
New +$271K 0.06% 209

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

WBH Advisory's VUG Position: Q1 2026 in Review

WBH Advisory reduced its Vanguard Growth ETF (VUG) stake by 8.1% in Q1 2026, selling an estimated $401K and leaving 58,404 shares worth $4.3M. The position accounts for 0.32% of the portfolio, ranked #64.

WBH Advisory first reported a position in VUG in Q4 2019 and has held it in 25 quarters since. The position peaked at $5.17M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • WBH Advisory held 58,404 shares of Vanguard Growth ETF worth $4.3M as of Q1 2026.
  • WBH Advisory sold 5,160 Vanguard Growth ETF shares in Q1 2026, an estimated $401K.
  • Vanguard Growth ETF made up 0.32% of WBH Advisory's portfolio in Q1 2026, its #64 holding.
  • WBH Advisory first reported a position in Vanguard Growth ETF in Q4 2019 and has held it in 25 quarters since.
  • WBH Advisory's Vanguard Growth ETF position peaked at $5.17M in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.