Wiser Advisor Group’s Vanguard Growth ETF VUG Stock Holding History

Wiser Advisor 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	$1.68M	Sell	23,076 -1,848	-7%	-$144K	2.03%	21
2025 Q4	$2.03M	Sell	24,924 -396	-2%	-$32.1K	2.32%	14
2025 Q3	$2.02M	Sell	25,320 -954	-4%	-$72.9K	2.52%	11
2025 Q2	$1.92M	Sell	26,274 -5,460	-17%	-$359K	3.34%	11
2025 Q1	$1.96M	Sell	31,734 -3,306	-9%	-$223K	2.9%	12
2024 Q4	$2.4M	Buy	35,040 +24	+0.1%	+$1.61K	3.49%	5
2024 Q3	$2.24M	Buy	35,016 +36	+0.1%	+$2.23K	3.34%	8
2024 Q2	$2.18M	Sell	34,980 -420	-1%	-$24.5K	3.43%	7
2024 Q1	$2.03M	Sell	35,400 -1,344	-4%	-$73.9K	3.18%	9
2023 Q4	$1.9M	Buy	+36,744	New	+$1.77M	3.17%	8

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

Wiser Advisor Group's VUG Position: Q1 2026 in Review

Wiser Advisor Group reduced its Vanguard Growth ETF (VUG) stake by 7.4% in Q1 2026, selling an estimated $144K and leaving 23,076 shares worth $1.68M. The position accounts for 2.03% of the portfolio, ranked #21.

Wiser Advisor Group first reported a position in VUG in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.4M in Q4 2024. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Wiser Advisor Group held 23,076 shares of Vanguard Growth ETF worth $1.68M as of Q1 2026.
Wiser Advisor Group sold 1,848 Vanguard Growth ETF shares in Q1 2026, an estimated $144K.
Vanguard Growth ETF made up 2.03% of Wiser Advisor Group's portfolio in Q1 2026, its #21 holding.
Wiser Advisor Group first reported a position in Vanguard Growth ETF in Q4 2023 and has held it in 10 quarters since.
Wiser Advisor Group's Vanguard Growth ETF position peaked at $2.4M in Q4 2024.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Wiser Advisor Group's 13F filing for Q1 2026, filed 22 Apr 2026.