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Wealth Management Strategies’s Vanguard Growth ETF VUG Stock Holding History

Wealth Management Strategies’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 		$40.1M Buy
550,854
+26,064
+5% +$2.03M 18.14% 2
2025
Q4 		$42.7M Buy
524,790
+29,700
+6% +$2.41M 19.65% 1
2025
Q3 		$39.6M Buy
+495,090
New +$37.8M 19.6% 1
2025
Q1 		$25.3M Buy
408,606
+50,598
+14% +$3.41M 16.89% 1
2024
Q4 		$245K Buy
+358,008
New +$24.1M 18.75% 1

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 Management Strategies's VUG Position: Q1 2026 in Review

Wealth Management Strategies increased its Vanguard Growth ETF (VUG) stake by 5% in Q1 2026, buying an estimated $2.03M and bringing the position to 550,854 shares worth $40.1M. The position accounts for 18.14% of the portfolio, ranked #2.

Wealth Management Strategies first reported a position in VUG in Q4 2024 and has held it in 5 quarters since. The position peaked at $42.7M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Wealth Management Strategies held 550,854 shares of Vanguard Growth ETF worth $40.1M as of Q1 2026.
  • Wealth Management Strategies bought 26,064 Vanguard Growth ETF shares in Q1 2026, an estimated $2.03M.
  • Vanguard Growth ETF made up 18.14% of Wealth Management Strategies's portfolio in Q1 2026, its #2 holding.
  • Wealth Management Strategies first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 5 quarters since.
  • Wealth Management Strategies's Vanguard Growth ETF position peaked at $42.7M in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Wealth Management Strategies's 13F filing for Q1 2026, filed 11 May 2026.