Williamson Legacy Group’s Vanguard Growth ETF VUG Stock Holding History

Williamson Legacy 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	$259K	Sell	3,552 -138	-4%	-$10.7K	0.19%	75
2025 Q4	$300K	Sell	3,690 -66	-2%	-$5.36K	0.23%	85
2025 Q3	$300K	Sell	3,756 -66	-2%	-$5.04K	0.23%	92
2025 Q2	$279K	Sell	3,822 -138	-3%	-$9.09K	0.24%	96
2025 Q1	$245K	Sell	3,960 -636	-14%	-$42.9K	0.23%	97
2024 Q4	$314K	Sell	4,596 -2,994	-39%	-$201K	0.21%	100
2024 Q3	$486K	Buy	7,590 +474	+7%	+$29.4K	0.32%	85
2024 Q2	$444K	Buy	+7,116	New	+$415K	0.33%	78
2024 Q1	–	Sell	-6,798	Closed	-$352K	–	88
2023 Q4	$352K	Buy	+6,798	New	+$328K	0.33%	74

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Williamson Legacy Group's VUG Position: Q1 2026 in Review

Williamson Legacy Group reduced its Vanguard Growth ETF (VUG) stake by 3.7% in Q1 2026, selling an estimated $10.7K and leaving 3,552 shares worth $259K. The position accounts for 0.19% of the portfolio, ranked #75.

Williamson Legacy Group first reported a position in VUG in Q4 2023 and has held it in 9 quarters since. The position peaked at $486K in Q3 2024. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Williamson Legacy Group held 3,552 shares of Vanguard Growth ETF worth $259K as of Q1 2026.
Williamson Legacy Group sold 138 Vanguard Growth ETF shares in Q1 2026, an estimated $10.7K.
Vanguard Growth ETF made up 0.19% of Williamson Legacy Group's portfolio in Q1 2026, its #75 holding.
Williamson Legacy Group first reported a position in Vanguard Growth ETF in Q4 2023 and has held it in 9 quarters since.
Williamson Legacy Group's Vanguard Growth ETF position peaked at $486K in Q3 2024.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Williamson Legacy Group's 13F filing for Q1 2026, filed 13 May 2026.