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Weaver Consulting Group’s Vanguard Growth ETF VUG Stock Holding History

Weaver Consulting Group’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 		$469K Buy
6,438
+510
+9% +$39.7K 0.11% 154
2025
Q4 		$482K Hold
5,928
– – 0.12% 146
2025
Q3 		$474K Buy
5,928
+444
+8% +$33.9K 0.12% 144
2025
Q2 		$401K Hold
5,484
– – 0.11% 146
2025
Q1 		$339K Buy
5,484
+30
+0.6% +$2.02K 0.1% 152
2024
Q4 		$373K Buy
5,454
+768
+16% +$51.6K 0.11% 139
2024
Q3 		$300K Buy
4,686
+882
+23% +$54.7K 0.1% 161
2024
Q2 		$237K Hold
3,804
– – 0.08% 175
2024
Q1 		$218K Buy
+3,804
New +$209K 0.08% 189
2022
Q3 		– Sell
-5,730
Closed -$213K – 175
2022
Q2 		$213K Sell
5,730
-1,578
-22% -$64.8K 0.12% 154
2022
Q1 		$350K Buy
7,308
+300
+4% +$14.2K 0.17% 119
2021
Q4 		$375K Buy
7,008
+1,266
+22% +$66K 0.18% 105
2021
Q3 		$278K Buy
5,742
+450
+9% +$22.4K 0.15% 118
2021
Q2 		$253K Hold
5,292
– – 0.14% 122
2021
Q1 		$227K Hold
5,292
– – 0.14% 126
2020
Q4 		$223K Buy
5,292
+2,088
+65% +$83.3K 0.14% 120
2020
Q3 		$122K Buy
3,204
+318
+11% +$11.7K 0.07% 165
2020
Q2 		$97K Hold
2,886
– – 0.06% 192
2020
Q1 		$75K Hold
2,886
– – 0.05% 185
2019
Q4 		$80K Hold
2,886
– – 0.04% 184
2019
Q3 		$81K Hold
2,886
– – 0.04% 178
2019
Q2 		$79K Hold
2,886
– – 0.04% 175
2019
Q1 		$77K Buy
+2,886
New +$71.2K 0.02% 383

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

Weaver Consulting Group's VUG Position: Q1 2026 in Review

Weaver Consulting Group increased its Vanguard Growth ETF (VUG) stake by 8.6% in Q1 2026, buying an estimated $39.7K and bringing the position to 6,438 shares worth $469K. The position accounts for 0.11% of the portfolio, ranked #154.

Weaver Consulting Group first reported a position in VUG in Q1 2019 and has held it in 23 quarters since. The position peaked at $482K in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Weaver Consulting Group held 6,438 shares of Vanguard Growth ETF worth $469K as of Q1 2026.
  • Weaver Consulting Group bought 510 Vanguard Growth ETF shares in Q1 2026, an estimated $39.7K.
  • Vanguard Growth ETF made up 0.11% of Weaver Consulting Group's portfolio in Q1 2026, its #154 holding.
  • Weaver Consulting Group first reported a position in Vanguard Growth ETF in Q1 2019 and has held it in 23 quarters since.
  • Weaver Consulting Group's Vanguard Growth ETF position peaked at $482K in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Weaver Consulting Group's 13F filing for Q1 2026, filed 15 May 2026.