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Whalen Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Whalen Wealth 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 		– Sell
-2,850
Closed -$232K – 230
2025
Q4 		$232K Buy
2,850
+90
+3% +$7.3K 0.12% 180
2025
Q3 		$221K Sell
2,760
-144
-5% -$11K 0.13% 163
2025
Q2 		$212K Buy
+2,904
New +$191K 0.13% 191

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

Whalen Wealth Management's VUG Position: Q1 2026 in Review

Whalen Wealth Management sold out of Vanguard Growth ETF (VUG) in Q1 2026, closing a stake of 2,850 shares — an estimated $232K sold.

Whalen Wealth Management first reported a position in VUG in Q2 2025 and held it in 3 quarters. The position peaked at $232K in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Whalen Wealth Management reported no remaining Vanguard Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 2,850 Vanguard Growth ETF shares in Q1 2026, an estimated $232K.
  • Whalen Wealth Management first reported a position in Vanguard Growth ETF in Q2 2025 and held it in 3 quarters.
  • Whalen Wealth Management's Vanguard Growth ETF position peaked at $232K in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.