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Wealth Effects’s Vanguard Growth ETF VUG Stock Holding History

Wealth Effects’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 		$2.38M Hold
32,718
– – 0.84% 24
2025
Q4 		$2.66M Sell
32,718
-2,412
-7% -$196K 0.83% 19
2025
Q3 		$2.81M Buy
35,130
+12
+0% +$917 0.9% 19
2025
Q2 		$2.57M Sell
35,118
-864
-2% -$56.9K 0.96% 17
2025
Q1 		$2.22M Buy
35,982
+234
+0.7% +$15.8K 0.93% 20
2024
Q4 		$2.45M Buy
35,748
+60
+0.2% +$4.03K 0.87% 20
2024
Q3 		$2.28M Buy
35,688
+294
+0.8% +$18.2K 0.8% 22
2024
Q2 		$2.21M Buy
35,394
+1,074
+3% +$62.6K 0.8% 22
2024
Q1 		$1.97M Buy
34,320
+744
+2% +$40.9K 0.73% 24
2023
Q4 		$1.74M Buy
33,576
+240
+0.7% +$11.6K 0.65% 27
2023
Q3 		$1.51M Buy
33,336
+792
+2% +$37.4K 0.75% 27
2023
Q2 		$1.53M Buy
32,544
+1,314
+4% +$57K 0.68% 30
2023
Q1 		$1.3M Hold
31,230
– – 0.66% 36
2022
Q4 		$1.11M Buy
+31,230
New +$1.15M 0.63% 35

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 Effects's VUG Position: Q1 2026 in Review

Wealth Effects held its Vanguard Growth ETF (VUG) position steady in Q1 2026 at 32,718 shares worth $2.38M. The position accounts for 0.84% of the portfolio, ranked #24.

Wealth Effects first reported a position in VUG in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.81M in Q3 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Wealth Effects held 32,718 shares of Vanguard Growth ETF worth $2.38M as of Q1 2026.
  • Wealth Effects left its Vanguard Growth ETF share count unchanged in Q1 2026.
  • Vanguard Growth ETF made up 0.84% of Wealth Effects's portfolio in Q1 2026, its #24 holding.
  • Wealth Effects first reported a position in Vanguard Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • Wealth Effects's Vanguard Growth ETF position peaked at $2.81M in Q3 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.