WP Advisors’s Vanguard Growth ETF VUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$590K Buy
8,106
+6
+0.1% +$467 0.15% 72
2025
Q4
$658K Sell
8,100
-264
-3% -$21.4K 0.16% 66
2025
Q3
$669K Buy
8,364
+6
+0.1% +$458 0.17% 68
2025
Q2
$611K Hold
8,358
0.17% 66
2025
Q1
$517K Buy
8,358
+6
+0.1% +$405 0.17% 71
2024
Q4
$571K Buy
8,352
+6
+0.1% +$403 0.19% 66
2024
Q3
$534K Sell
8,346
-1,656
-17% -$103K 0.2% 66
2024
Q2
$624K Sell
10,002
-2,808
-22% -$164K 0.2% 69
2024
Q1
$735K Sell
12,810
-264
-2% -$14.5K 0.24% 63
2023
Q4
$677K Buy
13,074
+24
+0.2% +$1.16K 0.25% 65
2023
Q3
$592K Buy
13,050
+18
+0.1% +$850 0.24% 66
2023
Q2
$615K Sell
13,032
-1,788
-12% -$77.5K 0.25% 63
2023
Q1
$616K Sell
14,820
-318
-2% -$12.4K 0.25% 64
2022
Q4
$538K Sell
15,138
-1,758
-10% -$64.7K 0.24% 65
2022
Q3
$602K Sell
16,896
-327,612
-95% -$13.2M 0.27% 64
2022
Q2
$12.8M Buy
344,508
+339,678
+7,033% +$14M 5.56% 4
2022
Q1
$232K Hold
4,830
0.1% 106
2021
Q4
$258K Buy
4,830
+12
+0.2% +$625 0.11% 97
2021
Q3
$233K Hold
4,818
0.1% 97
2021
Q2
$230K Buy
4,818
+12
+0.2% +$545 0.1% 96
2021
Q1
$206K Sell
4,806
-11,610
-71% -$497K 0.09% 94
2020
Q4
$693K Sell
16,416
-342
-2% -$13.7K 0.33% 46
2020
Q3
$636K Sell
16,758
-498
-3% -$18.4K 0.38% 45
2020
Q2
$581K Buy
17,256
+42
+0.2% +$1.29K 0.41% 34
2020
Q1
$449K Sell
17,214
-540
-3% -$16.2K 0.44% 26
2019
Q4
$539K Buy
17,754
+48
+0.3% +$1.39K 0.56% 31
2019
Q3
$491K Buy
17,706
+84
+0.5% +$2.33K 0.56% 30
2019
Q2
$480K Buy
17,622
+42
+0.2% +$1.12K 0.54% 31
2019
Q1
$4.58K Hold
17,580
0.5% 28
2018
Q4
$394K Buy
17,580
+1,332
+8% +$32.3K 0.39% 33
2018
Q3
$436K Sell
16,248
-198
-1% -$5.18K 0.41% 30
2018
Q2
$411K Buy
16,446
+48
+0.3% +$1.18K 0.39% 34
2018
Q1
$388K Buy
16,398
+36
+0.2% +$878 0.42% 32
2017
Q4
$384K Sell
16,362
-1,908
-10% -$43.8K 0.37% 35
2017
Q3
$404K Buy
18,270
+1,212
+7% +$26.4K 0.31% 41
2017
Q2
$361K Buy
17,058
+4,704
+38% +$98.5K 0.26% 44
2017
Q1
$250K Buy
12,354
+36
+0.3% +$710 0.16% 57
2016
Q4
$229K Buy
+12,318
New +$228K 0.16% 56

Other funds holding VUG

WP Advisors's VUG Position: Q1 2026 in Review

WP Advisors increased its Vanguard Growth ETF (VUG) stake by 0.07% in Q1 2026, buying an estimated $467 and bringing the position to 8,106 shares worth $590K. The position accounts for 0.15% of the portfolio, ranked #72.

WP Advisors first reported a position in VUG in Q4 2016 and has held it in 38 quarters since. The position peaked at $12.8M in Q2 2022. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • WP Advisors held 8,106 shares of Vanguard Growth ETF worth $590K as of Q1 2026.
  • WP Advisors bought 6 Vanguard Growth ETF shares in Q1 2026, an estimated $467.
  • Vanguard Growth ETF made up 0.15% of WP Advisors's portfolio in Q1 2026, its #72 holding.
  • WP Advisors first reported a position in Vanguard Growth ETF in Q4 2016 and has held it in 38 quarters since.
  • WP Advisors's Vanguard Growth ETF position peaked at $12.8M in Q2 2022.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on WP Advisors's 13F filing for Q1 2026, filed 4 May 2026.