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WealthCare Investment Partners’s Vanguard Growth ETF VUG Stock Holding History

WealthCare Investment Partners’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 		$1.7M Buy
22,962
+54
+0.2% +$4.2K 0.47% 56
2025
Q4 		$1.86M Sell
22,908
-366
-2% -$29.7K 0.54% 54
2025
Q3 		$1.87M Buy
23,274
+36
+0.2% +$2.75K 0.61% 49
2025
Q2 		$1.71M Buy
23,238
+516
+2% +$34K 0.62% 45
2025
Q1 		$1.3M Buy
22,722
+2,946
+15% +$199K 0.55% 53
2024
Q4 		$1.35M Buy
19,776
+852
+5% +$57.2K 0.59% 45
2024
Q3 		$1.2M Buy
18,924
+2,844
+18% +$176K 0.52% 52
2024
Q2 		$1M Sell
16,080
-444
-3% -$25.9K 0.47% 57
2024
Q1 		$948K Buy
16,524
+534
+3% +$29.4K 0.46% 57
2023
Q4 		$820K Sell
15,990
-348
-2% -$16.8K 0.45% 59
2023
Q3 		$747K Sell
16,338
-288
-2% -$13.6K 0.45% 57
2023
Q2 		$785K Sell
16,626
-432
-3% -$18.7K 0.47% 56
2023
Q1 		$709K Buy
17,058
+726
+4% +$28.2K 0.43% 60
2022
Q4 		$580K Buy
16,332
+1,512
+10% +$55.6K 0.4% 60
2022
Q3 		$528K Buy
14,820
+1,344
+10% +$54K 0.44% 60
2022
Q2 		$501K Buy
13,476
+546
+4% +$22.4K 0.43% 60
2022
Q1 		$595K Buy
+12,930
New +$612K 0.53% 53

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

WealthCare Investment Partners's VUG Position: Q1 2026 in Review

WealthCare Investment Partners increased its Vanguard Growth ETF (VUG) stake by 0.24% in Q1 2026, buying an estimated $4.2K and bringing the position to 22,962 shares worth $1.7M. The position accounts for 0.47% of the portfolio, ranked #56.

WealthCare Investment Partners first reported a position in VUG in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.87M in Q3 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • WealthCare Investment Partners held 22,962 shares of Vanguard Growth ETF worth $1.7M as of Q1 2026.
  • WealthCare Investment Partners bought 54 Vanguard Growth ETF shares in Q1 2026, an estimated $4.2K.
  • Vanguard Growth ETF made up 0.47% of WealthCare Investment Partners's portfolio in Q1 2026, its #56 holding.
  • WealthCare Investment Partners first reported a position in Vanguard Growth ETF in Q1 2022 and has held it in 17 quarters since.
  • WealthCare Investment Partners's Vanguard Growth ETF position peaked at $1.87M in Q3 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.