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All Terrain Financial Advisors’s Vanguard Growth ETF VUG Stock Holding History

All Terrain Financial 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
-2,772
Closed -$225K – 158
2025
Q4 		$225K Buy
2,772
+78
+3% +$6.33K 0.05% 117
2025
Q3 		$215K Sell
2,694
-132
-5% -$10.1K 0.05% 116
2025
Q2 		$206K Buy
+2,826
New +$186K 0.06% 104
2024
Q4 		– Sell
-3,288
Closed -$210K – 105
2024
Q3 		$210K Sell
3,288
-180
-5% -$11.2K 0.08% 81
2024
Q2 		$216K Buy
+3,468
New +$202K 0.09% 86

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

All Terrain Financial Advisors's VUG Position: Q1 2026 in Review

All Terrain Financial Advisors sold out of Vanguard Growth ETF (VUG) in Q1 2026, closing a stake of 2,772 shares — an estimated $225K sold.

All Terrain Financial Advisors first reported a position in VUG in Q2 2024 and held it in 5 quarters. The position peaked at $225K in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • All Terrain Financial Advisors reported no remaining Vanguard Growth ETF position as of Q1 2026 after selling out during the quarter.
  • All Terrain Financial Advisors sold 2,772 Vanguard Growth ETF shares in Q1 2026, an estimated $225K.
  • All Terrain Financial Advisors first reported a position in Vanguard Growth ETF in Q2 2024 and held it in 5 quarters.
  • All Terrain Financial Advisors's Vanguard Growth ETF position peaked at $225K in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on All Terrain Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.