Win Advisors’s Vanguard Growth ETF VUG Stock Holding History

Win 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	–	Sell	-113,778	Closed	-$9.25M	–	125
2025 Q4	$9.25M	Sell	113,778 -133,674	-54%	-$10.8M	3.93%	9
2025 Q3	$19.8M	Buy	247,452 +41,736	+20%	+$3.19M	9.63%	2
2025 Q2	$15M	Buy	+205,716	New	+$13.5M	7.25%	3
2024 Q3	–	Sell	-246,522	Closed	-$15.4M	–	87
2024 Q2	$15.4M	Buy	+246,522	New	+$14.4M	6.86%	4
2024 Q1	–	Sell	-7,866	Closed	-$408K	–	92
2023 Q4	$408K	Buy	+7,866	New	+$380K	0.18%	44
2023 Q3	–	Sell	-72,030	Closed	-$2.83M	–	69
2023 Q2	$2.83M	Buy	72,030 +54,438	+309%	+$2.36M	3.79%	3
2023 Q1	$735K	Buy	17,592 +17,424	+10,371%	+$678K	0.29%	29
2022 Q4	$5.97K	Sell	168 -84	-33%	-$3.09K	﹤0.01%	114
2022 Q3	$9K	Hold	252	–	–	﹤0.01%	95
2022 Q2	$9K	Sell	252 -175,452	-100%	-$7.21M	0.02%	122
2022 Q1	$8.42M	Buy	+175,704	New	+$8.31M	2.21%	17

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

Win Advisors's VUG Position: Q1 2026 in Review

Win Advisors sold out of Vanguard Growth ETF (VUG) in Q1 2026, closing a stake of 113,778 shares — an estimated $9.25M sold.

Win Advisors first reported a position in VUG in Q1 2022 and held it in 11 quarters. The position peaked at $19.8M in Q3 2025. 2,721 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Win Advisors reported no remaining Vanguard Growth ETF position as of Q1 2026 after selling out during the quarter.
Win Advisors sold 113,778 Vanguard Growth ETF shares in Q1 2026, an estimated $9.25M.
Win Advisors first reported a position in Vanguard Growth ETF in Q1 2022 and held it in 11 quarters.
Win Advisors's Vanguard Growth ETF position peaked at $19.8M in Q3 2025.
2,721 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Win Advisors's 13F filing for Q1 2026, filed 1 May 2026.