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WealthBridge Capital Management’s Vanguard Growth ETF VUG Stock Holding History

WealthBridge Capital Management’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 		$400K Sell
5,490
-2,634
-32% -$205K 0.09% 146
2025
Q4 		$660K Buy
8,124
+120
+1% +$9.74K 0.15% 98
2025
Q3 		$640K Buy
8,004
+234
+3% +$17.9K 0.15% 101
2025
Q2 		$568K Buy
7,770
+726
+10% +$47.8K 0.14% 105
2025
Q1 		$435K Sell
7,044
-258
-4% -$17.4K 0.12% 123
2024
Q4 		$500K Sell
7,302
-120
-2% -$8.06K 0.14% 111
2024
Q3 		$475K Sell
7,422
-276
-4% -$17.1K 0.14% 113
2024
Q2 		$480K Buy
7,698
+948
+14% +$55.3K 0.16% 103
2024
Q1 		$387K Buy
6,750
+270
+4% +$14.8K 0.13% 112
2023
Q4 		$336K Buy
6,480
+72
+1% +$3.48K 0.13% 115
2023
Q3 		$291K Buy
6,408
+60
+0.9% +$2.83K 0.12% 125
2023
Q2 		$299K Buy
6,348
+252
+4% +$10.9K 0.12% 132
2023
Q1 		$253K Buy
6,096
+120
+2% +$4.67K 0.1% 164
2022
Q4 		$212K Buy
5,976
+510
+9% +$18.8K 0.09% 183
2022
Q3 		$203K Hold
5,466
– – 0.09% 188
2022
Q2 		$203K Sell
5,466
-102
-2% -$4.19K 0.09% 188
2022
Q1 		$267K Buy
5,568
+252
+5% +$11.9K 0.1% 147
2021
Q4 		$284K Sell
5,316
-504
-9% -$26.3K 0.11% 134
2021
Q3 		$281K Sell
5,820
-174
-3% -$8.66K 0.1% 131
2021
Q2 		$286K Buy
5,994
+606
+11% +$27.5K 0.1% 132
2021
Q1 		$231K Sell
5,388
-2,526
-32% -$108K 0.09% 139
2020
Q4 		$334K Buy
7,914
+2,520
+47% +$101K 0.15% 104
2020
Q3 		$205K Buy
+5,394
New +$199K 0.11% 124
2020
Q1 		– Sell
-14,550
Closed -$442K – 137
2019
Q4 		$442K Sell
14,550
-1,116
-7% -$32.2K 0.29% 74
2019
Q3 		$434K Buy
+15,666
New +$435K 0.31% 71
2019
Q2 		– Sell
-9,174
Closed -$245K – 861
2019
Q1 		$245K Buy
9,174
+1,686
+23% +$41.6K 0.16% 95
2018
Q4 		$168K Buy
+7,488
New +$181K 0.13% 115

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

WealthBridge Capital Management's VUG Position: Q1 2026 in Review

WealthBridge Capital Management reduced its Vanguard Growth ETF (VUG) stake by 32% in Q1 2026, selling an estimated $205K and leaving 5,490 shares worth $400K. The position accounts for 0.09% of the portfolio, ranked #146.

WealthBridge Capital Management first reported a position in VUG in Q4 2018 and has held it in 27 quarters since. The position peaked at $660K in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • WealthBridge Capital Management held 5,490 shares of Vanguard Growth ETF worth $400K as of Q1 2026.
  • WealthBridge Capital Management sold 2,634 Vanguard Growth ETF shares in Q1 2026, an estimated $205K.
  • Vanguard Growth ETF made up 0.09% of WealthBridge Capital Management's portfolio in Q1 2026, its #146 holding.
  • WealthBridge Capital Management first reported a position in Vanguard Growth ETF in Q4 2018 and has held it in 27 quarters since.
  • WealthBridge Capital Management's Vanguard Growth ETF position peaked at $660K in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.