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Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in VANGUARD GROWTH ETF

AE Wealth Management LLC holds 602,395 shares of VUG (VANGUARD GROWTH ETF), worth $51.9M as of 2026-Q2. The position was increased (+506.6% shares). VUG represents 0.2% of AE Wealth Management LLC's portfolio.

Current Value

$51.9M

Current Shares

602,395

Total Value Change

+$23.5M

Total Shares Change

+528,522

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
602,395
+506.6%
$51.9M0.2%$86.14
57
2026-Q1
Increased
99,314
+9.2%
$43.4M0.2%$72.72
38
2025-Q4
Decreased
90,923
-2.1%
$44.4M0.3%$81.13
0
2025-Q3
Increased
92,912
+7.5%
$44.6M0.3%$79.68
38
2025-Q2
Increased
86,398
+18.7%
$37.9M0.3%$72.75
41
2025-Q1
Decreased
72,791
-10.3%
$27M0.2%$61.47
0
2024-Q4
Increased
81,154
+9.9%
$33.3M0.3%$67.95
38
2024-Q3
Decreased
73,873
-6.3%
$28.4M0.3%$63.48
0

Other major holders of VUG: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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