WAOI
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Wealth Advisors of Iowa’s Vanguard Growth ETF VUG Stock Holding History

Wealth Advisors of Iowa’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 		$1.04M Hold
14,220
– – 0.32% 37
2025
Q4 		$1.16M Buy
14,220
+330
+2% +$26.8K 0.38% 36
2025
Q3 		$1.11M Sell
13,890
-624
-4% -$47.7K 0.38% 33
2025
Q2 		$1.06M Hold
14,514
– – 0.4% 31
2025
Q1 		$897K Hold
14,514
– – 0.39% 33
2024
Q4 		$993K Hold
14,514
– – 0.5% 27
2024
Q3 		$929K Buy
+14,514
New +$900K 0.47% 27
2024
Q2 		– Sell
-15,114
Closed -$867K – 69
2024
Q1 		$867K Buy
15,114
+6
+0% +$330 0.53% 22
2023
Q4 		$783K Sell
15,108
-66
-0.4% -$3.19K 0.53% 24
2023
Q3 		$689K Sell
15,174
-2,334
-13% -$110K 0.48% 23
2023
Q2 		$826K Buy
17,508
+3,990
+30% +$173K 0.6% 19
2023
Q1 		$562K Buy
13,518
+6
+0% +$233 0.44% 22
2022
Q4 		$480K Sell
13,512
-1,044
-7% -$38.4K 0.39% 29
2022
Q3 		$519K Sell
14,556
-17,358
-54% -$698K 0.48% 22
2022
Q2 		$1.78M Buy
31,914
+17,976
+129% +$739K 0.31% 27
2022
Q1 		$668K Buy
13,938
+3,510
+34% +$166K 0.33% 29
2021
Q4 		$558K Sell
10,428
-14,886
-59% -$775K 0.31% 30
2021
Q3 		$1.22M Buy
25,314
+8,544
+51% +$425K 0.67% 16
2021
Q2 		$802K Buy
16,770
+24
+0.1% +$1.09K 0.42% 24
2021
Q1 		$717K Buy
16,746
+24
+0.1% +$1.03K 0.4% 22
2020
Q4 		$706K Buy
16,722
+1,062
+7% +$42.4K 0.44% 20
2020
Q3 		$594K Buy
15,660
+30
+0.2% +$1.11K 0.41% 14
2020
Q2 		$527K Buy
15,630
+30
+0.2% +$923 0.4% 16
2020
Q1 		$407K Buy
+15,600
New +$467K 0.32% 14

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

Wealth Advisors of Iowa's VUG Position: Q1 2026 in Review

Wealth Advisors of Iowa held its Vanguard Growth ETF (VUG) position steady in Q1 2026 at 14,220 shares worth $1.04M. The position accounts for 0.32% of the portfolio, ranked #37.

Wealth Advisors of Iowa first reported a position in VUG in Q1 2020 and has held it in 24 quarters since. The position peaked at $1.78M in Q2 2022. 2,721 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Wealth Advisors of Iowa held 14,220 shares of Vanguard Growth ETF worth $1.04M as of Q1 2026.
  • Wealth Advisors of Iowa left its Vanguard Growth ETF share count unchanged in Q1 2026.
  • Vanguard Growth ETF made up 0.32% of Wealth Advisors of Iowa's portfolio in Q1 2026, its #37 holding.
  • Wealth Advisors of Iowa first reported a position in Vanguard Growth ETF in Q1 2020 and has held it in 24 quarters since.
  • Wealth Advisors of Iowa's Vanguard Growth ETF position peaked at $1.78M in Q2 2022.
  • 2,721 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Wealth Advisors of Iowa's 13F filing for Q1 2026, filed 13 May 2026.