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Wealthspire Advisors (New York)’s Vanguard Growth ETF VUG Stock Holding History

Wealthspire Advisors (New York)’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 		$296M Buy
4,064,094
+464,532
+13% +$36.1M 2.32% 10
2025
Q4 		$293M Sell
3,599,562
-1,937,742
-35% -$157M 2.33% 10
2025
Q3 		$443M Buy
5,537,304
+155,448
+3% +$11.9M 2.31% 10
2025
Q2 		$393M Sell
5,381,856
-135,480
-2% -$8.92M 2.21% 11
2025
Q1 		$341M Buy
5,517,336
+2,778,150
+101% +$187M 2.04% 11
2024
Q4 		$187M Buy
2,739,186
+664,836
+32% +$44.7M 1.86% 13
2024
Q3 		$133M Buy
2,074,350
+138,438
+7% +$8.58M 1.35% 16
2024
Q2 		$121M Buy
1,935,912
+71,310
+4% +$4.16M 1.55% 14
2024
Q1 		$107M Sell
1,864,602
-14,388
-0.8% -$791K 1.43% 14
2023
Q4 		$97.4M Sell
1,878,990
-34,008
-2% -$1.64M 1.38% 15
2023
Q3 		$86.8M Buy
1,912,998
+207,414
+12% +$9.8M 1.43% 15
2023
Q2 		$80.4M Buy
1,705,584
+91,224
+6% +$3.96M 1.31% 15
2023
Q1 		$67.1M Sell
1,614,360
-584,034
-27% -$22.7M 1.15% 17
2022
Q4 		$78.1M Buy
2,198,394
+1,129,440
+106% +$41.5M 1.42% 14
2022
Q3 		$38.1M Buy
1,068,954
+569,664
+114% +$22.9M 0.8% 26
2022
Q2 		$18.5M Buy
499,290
+110,334
+28% +$4.53M 0.39% 43
2022
Q1 		$18.6M Buy
388,956
+85,560
+28% +$4.05M 0.42% 35
2021
Q4 		$16.2M Sell
303,396
-6,828
-2% -$356K 0.36% 36
2021
Q3 		$15M Buy
310,224
+4,302
+1% +$214K 0.31% 43
2021
Q2 		$14.6M Sell
305,922
-11,748
-4% -$533K 0.38% 33
2021
Q1 		$13.6M Buy
317,670
+12,618
+4% +$540K 0.32% 39
2020
Q4 		$12.9M Buy
305,052
+170,118
+126% +$6.79M 0.38% 36
2020
Q3 		$5.12M Buy
134,934
+14,532
+12% +$537K 0.3% 40
2020
Q2 		$4.05M Sell
120,402
-43,302
-26% -$1.33M 0.28% 40
2020
Q1 		$4.28M Buy
+163,704
New +$4.9M 0.18% 71

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

Wealthspire Advisors (New York)'s VUG Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Vanguard Growth ETF (VUG) stake by 13% in Q1 2026, buying an estimated $36.1M and bringing the position to 4,064,094 shares worth $296M. The position accounts for 2.32% of the portfolio, ranked #10.

Wealthspire Advisors (New York) first reported a position in VUG in Q1 2020 and has held it in 25 quarters since. The position peaked at $443M in Q3 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Wealthspire Advisors (New York) held 4,064,094 shares of Vanguard Growth ETF worth $296M as of Q1 2026.
  • Wealthspire Advisors (New York) bought 464,532 Vanguard Growth ETF shares in Q1 2026, an estimated $36.1M.
  • Vanguard Growth ETF made up 2.32% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #10 holding.
  • Wealthspire Advisors (New York) first reported a position in Vanguard Growth ETF in Q1 2020 and has held it in 25 quarters since.
  • Wealthspire Advisors (New York)'s Vanguard Growth ETF position peaked at $443M in Q3 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.