WQ
VUG icon

Wealth Quarterback’s Vanguard Growth ETF VUG Stock Holding History

Wealth Quarterback’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 		$307K Sell
4,218
-36
-0.8% -$2.8K 0.12% 124
2025
Q4 		$346K Buy
4,254
+6
+0.1% +$487 0.12% 114
2025
Q3 		$339K Sell
4,248
-420
-9% -$32.1K 0.13% 116
2025
Q2 		$341K Hold
4,668
– – 0.16% 103
2025
Q1 		$288K Sell
4,668
-354
-7% -$23.9K 0.16% 101
2024
Q4 		$343K Buy
5,022
+6
+0.1% +$403 0.16% 86
2024
Q3 		$321K Sell
5,016
-720
-13% -$44.6K 0.17% 91
2024
Q2 		$357K Buy
5,736
+306
+6% +$17.8K 0.2% 80
2024
Q1 		$311K Sell
5,430
-150
-3% -$8.25K 0.17% 89
2023
Q4 		$289K Buy
5,580
+702
+14% +$33.9K 0.18% 93
2023
Q3 		$221K Sell
4,878
-516
-10% -$24.4K 0.19% 95
2023
Q2 		$254K Buy
5,394
+276
+5% +$12K 0.18% 93
2023
Q1 		$213K Buy
+5,118
New +$199K 0.18% 103
2021
Q3 		$283K Sell
5,838
-960
-14% -$47.8K 0.19% 91
2021
Q2 		$325K Buy
+6,798
New +$309K 0.2% 84
2020
Q4 		$401K Buy
9,504
+2,364
+33% +$94.4K 0.33% 70
2020
Q3 		$240K Hold
7,140
– – 0.22% 97
2020
Q2 		$240K Buy
7,140
+1,134
+19% +$34.9K 0.22% 97
2020
Q1 		$157K Sell
6,006
-2,904
-33% -$87K 0.14% 121
2019
Q4 		$271K Buy
+8,910
New +$257K 0.24% 92

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 Quarterback's VUG Position: Q1 2026 in Review

Wealth Quarterback reduced its Vanguard Growth ETF (VUG) stake by 0.85% in Q1 2026, selling an estimated $2.8K and leaving 4,218 shares worth $307K. The position accounts for 0.12% of the portfolio, ranked #124.

Wealth Quarterback first reported a position in VUG in Q4 2019 and has held it in 20 quarters since. The position peaked at $401K in Q4 2020. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Wealth Quarterback held 4,218 shares of Vanguard Growth ETF worth $307K as of Q1 2026.
  • Wealth Quarterback sold 36 Vanguard Growth ETF shares in Q1 2026, an estimated $2.8K.
  • Vanguard Growth ETF made up 0.12% of Wealth Quarterback's portfolio in Q1 2026, its #124 holding.
  • Wealth Quarterback first reported a position in Vanguard Growth ETF in Q4 2019 and has held it in 20 quarters since.
  • Wealth Quarterback's Vanguard Growth ETF position peaked at $401K in Q4 2020.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Wealth Quarterback's 13F filing for Q1 2026, filed 9 Apr 2026.