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VUG
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Position history for Wealthspire Advisors, LLC's holdings in Vanguard Index Funds GROWTH ETF

Wealthspire Advisors, LLC holds 677,349 shares of VUG (Vanguard Index Funds GROWTH ETF), worth $295.9M as of 2026-Q1. The position was increased (+12.9% shares). VUG represents 2.3% of Wealthspire Advisors, LLC's portfolio.

Current Value

$295.9M

Current Shares

677,349

Total Value Change

+$175.2M

Total Shares Change

+354,697

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
677,349
+12.9%
$295.9M2.3%$459.35
60
2025-Q4
Decreased
599,927
-35.0%
$292.7M2.3%$491.69
0
2025-Q3
Increased
922,884
+2.9%
$442.6M2.3%$477.56
55
2025-Q2
Decreased
896,976
-2.5%
$393.2M2.2%$434.99
0
2025-Q1
Increased
919,556
+101.4%
$341M2.0%$369.23
86
2024-Q4
Increased
456,531
+32.0%
$187.4M1.9%$412.31
61
2024-Q3
Increased
345,725
+7.2%
$132.7M1.4%$380.10
51
2024-Q2
Increased
322,652
+3.8%
$120.7M1.5%$371.40
49

Other major holders of VUG: BANK OF AMERICA CORP /DE/, JONES FINANCIAL COMPANIES LLLP

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