Arlington Financial Advisors’s Vanguard Growth ETF VUG Stock Holding History

Arlington 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	$705K	Sell	9,684 -72	-0.7%	-$5.6K	0.1%	53
2025 Q4	$793K	Hold	9,756	–	–	0.11%	54
2025 Q3	$780K	Hold	9,756	–	–	0.11%	53
2025 Q2	$713K	Sell	9,756 -7,308	-43%	-$481K	0.12%	50
2025 Q1	$1.05M	Buy	17,064 +7,392	+76%	+$498K	0.19%	58
2024 Q4	$662K	Buy	+9,672	New	+$650K	0.13%	59
2024 Q1	–	Sell	-8,292	Closed	-$430K	–	90
2023 Q4	$430K	Buy	+8,292	New	+$400K	0.13%	64

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

Arlington Financial Advisors's VUG Position: Q1 2026 in Review

Arlington Financial Advisors reduced its Vanguard Growth ETF (VUG) stake by 0.74% in Q1 2026, selling an estimated $5.6K and leaving 9,684 shares worth $705K. The position accounts for 0.1% of the portfolio, ranked #53.

Arlington Financial Advisors first reported a position in VUG in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.05M in Q1 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Arlington Financial Advisors held 9,684 shares of Vanguard Growth ETF worth $705K as of Q1 2026.
Arlington Financial Advisors sold 72 Vanguard Growth ETF shares in Q1 2026, an estimated $5.6K.
Vanguard Growth ETF made up 0.1% of Arlington Financial Advisors's portfolio in Q1 2026, its #53 holding.
Arlington Financial Advisors first reported a position in Vanguard Growth ETF in Q4 2023 and has held it in 7 quarters since.
Arlington Financial Advisors's Vanguard Growth ETF position peaked at $1.05M in Q1 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Arlington Financial Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.