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Westfuller Advisors’s Vanguard Growth ETF VUG Stock Holding History

Westfuller Advisors’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 		$451K Sell
6,198
-198
-3% -$15.4K 0.19% 82
2025
Q4 		$520K Sell
6,396
-330
-5% -$26.8K 0.21% 78
2025
Q3 		$538K Sell
6,726
-432
-6% -$33K 0.24% 76
2025
Q2 		$524K Hold
7,158
– – 0.3% 66
2025
Q1 		$442K Sell
7,158
-76,470
-91% -$5.16M 0.3% 60
2024
Q4 		$5.72M Buy
83,628
+76,488
+1,071% +$5.14M 3.63% 7
2024
Q3 		$457K Buy
+7,140
New +$443K 0.33% 58
2024
Q1 		$446K Buy
+7,770
New +$427K 0.53% 45

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

Westfuller Advisors's VUG Position: Q1 2026 in Review

Westfuller Advisors reduced its Vanguard Growth ETF (VUG) stake by 3.1% in Q1 2026, selling an estimated $15.4K and leaving 6,198 shares worth $451K. The position accounts for 0.19% of the portfolio, ranked #82.

Westfuller Advisors first reported a position in VUG in Q1 2024 and has held it in 8 quarters since. The position peaked at $5.72M in Q4 2024. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Westfuller Advisors held 6,198 shares of Vanguard Growth ETF worth $451K as of Q1 2026.
  • Westfuller Advisors sold 198 Vanguard Growth ETF shares in Q1 2026, an estimated $15.4K.
  • Vanguard Growth ETF made up 0.19% of Westfuller Advisors's portfolio in Q1 2026, its #82 holding.
  • Westfuller Advisors first reported a position in Vanguard Growth ETF in Q1 2024 and has held it in 8 quarters since.
  • Westfuller Advisors's Vanguard Growth ETF position peaked at $5.72M in Q4 2024.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.