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Wealthspan Partners’s Vanguard Growth ETF VUG Stock Holding History

Wealthspan 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 		$32.9M Sell
452,346
-2,184
-0.5% -$170K 11.6% 1
2025
Q4 		$37M Sell
454,530
-18,504
-4% -$1.5M 13.43% 1
2025
Q3 		$37.8M Sell
473,034
-8,532
-2% -$652K 14.43% 1
2025
Q2 		$35.2M Buy
481,566
+1,590
+0.3% +$105K 14.54% 1
2025
Q1 		$29.7M Sell
479,976
-432
-0.1% -$29.1K 13.7% 1
2024
Q4 		$32.9M Buy
480,408
+5,742
+1% +$386K 15.7% 1
2024
Q3 		$30.4M Buy
474,666
+9,930
+2% +$615K 14.99% 1
2024
Q2 		$29M Buy
464,736
+12,150
+3% +$709K 15.99% 1
2024
Q1 		$26M Buy
452,586
+12,114
+3% +$666K 15.3% 1
2023
Q4 		$22.8M Buy
440,472
+9,582
+2% +$463K 15.98% 1
2023
Q3 		$19.6M Buy
430,890
+14,832
+4% +$701K 15.45% 1
2023
Q2 		$19.6M Buy
416,058
+8,892
+2% +$386K 15.48% 1
2023
Q1 		$16.9M Buy
407,166
+3,150
+0.8% +$123K 14.47% 1
2022
Q4 		$14.3M Buy
404,016
+6,534
+2% +$240K 13.06% 1
2022
Q3 		$14.2M Buy
397,482
+17,388
+5% +$699K 14.67% 1
2022
Q2 		$14.1M Buy
380,094
+19,338
+5% +$794K 14.59% 1
2022
Q1 		$17.3M Sell
360,756
-4,332
-1% -$205K 15.68% 1
2021
Q4 		$19.5M Buy
+365,088
New +$19M 17.26% 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

Wealthspan Partners's VUG Position: Q1 2026 in Review

Wealthspan Partners reduced its Vanguard Growth ETF (VUG) stake by 0.48% in Q1 2026, selling an estimated $170K and leaving 452,346 shares worth $32.9M. The position accounts for 11.6% of the portfolio, ranked #1.

Wealthspan Partners first reported a position in VUG in Q4 2021 and has held it in 18 quarters since. The position peaked at $37.8M in Q3 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Wealthspan Partners held 452,346 shares of Vanguard Growth ETF worth $32.9M as of Q1 2026.
  • Wealthspan Partners sold 2,184 Vanguard Growth ETF shares in Q1 2026, an estimated $170K.
  • Vanguard Growth ETF made up 11.6% of Wealthspan Partners's portfolio in Q1 2026, its #1 holding.
  • Wealthspan Partners first reported a position in Vanguard Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Wealthspan Partners's Vanguard Growth ETF position peaked at $37.8M in Q3 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.