WealthPlan Investment Management’s Vanguard Growth ETF VUG Stock Holding History

WealthPlan Investment 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	$1.11M	Buy	15,192 +7,368	+94%	+$573K	0.06%	204
2025 Q4	$636K	Buy	7,824 +540	+7%	+$43.8K	0.04%	231
2025 Q3	$582K	Buy	7,284 +30	+0.4%	+$2.29K	0.04%	215
2025 Q2	$530K	Buy	7,254 +720	+11%	+$47.4K	0.04%	232
2025 Q1	$404K	Buy	6,534 +72	+1%	+$4.86K	0.04%	194
2024 Q4	$442K	Buy	+6,462	New	+$434K	0.04%	183
2023 Q2	–	Sell	-630	Closed	-$26.2K	–	461
2023 Q1	$26.2K	Sell	630 -7,146	-92%	-$278K	﹤0.01%	282
2022 Q4	$313K	Sell	7,776 -11,280	-59%	-$415K	0.02%	309
2022 Q3	$707K	Buy	+19,056	New	+$766K	0.05%	195
2022 Q1	$725K	Buy	+17,364	New	+$821K	0.05%	206

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WealthPlan Investment Management's VUG Position: Q1 2026 in Review

WealthPlan Investment Management increased its Vanguard Growth ETF (VUG) stake by 94% in Q1 2026, buying an estimated $573K and bringing the position to 15,192 shares worth $1.11M. The position accounts for 0.06% of the portfolio, ranked #204.

WealthPlan Investment Management first reported a position in VUG in Q1 2022 and has held it in 10 quarters since. 2,721 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

WealthPlan Investment Management held 15,192 shares of Vanguard Growth ETF worth $1.11M as of Q1 2026.
WealthPlan Investment Management bought 7,368 Vanguard Growth ETF shares in Q1 2026, an estimated $573K.
Vanguard Growth ETF made up 0.06% of WealthPlan Investment Management's portfolio in Q1 2026, its #204 holding.
WealthPlan Investment Management first reported a position in Vanguard Growth ETF in Q1 2022 and has held it in 10 quarters since.
2,721 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.