Arrowroot Family Office’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Arrowroot Family Office’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	$677K	Buy	9,294 +264	+3%	+$20.5K	0.22%	89
2025 Q4	$734K	Sell	9,030 -2,592	-22%	-$210K	0.27%	78
2025 Q3	$929K	Sell	11,622 -42	-0.4%	-$3.21K	0.37%	61
2025 Q2	$852K	Buy	+11,664	New	+$768K	0.38%	58
2024 Q4	$811K	Buy	11,850 +1,074	+10%	+$72.2K	0.42%	57
2024 Q3	$690K	Sell	10,776 -534	-5%	-$33.1K	0.4%	60
2024 Q2	$705K	Sell	11,310 -516	-4%	-$30.1K	0.45%	56
2024 Q1	$678K	Buy	11,826 +1,092	+10%	+$60K	0.43%	64
2023 Q4	$556K	Buy	10,734 +312	+3%	+$15.1K	0.39%	64
2023 Q3	$473K	Sell	10,422 -510	-5%	-$24.1K	0.37%	63
2023 Q2	$516K	Sell	10,932 -150	-1%	-$6.5K	0.39%	66
2023 Q1	$461K	Buy	+11,082	New	+$431K	0.39%	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

Arrowroot Family Office's VUG Position: Q1 2026 in Review

Arrowroot Family Office increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.9% in Q1 2026, buying an estimated $20.5K and bringing the position to 9,294 shares worth $677K. The position accounts for 0.22% of the portfolio, ranked #89.

Arrowroot Family Office first reported a position in VUG in Q1 2023 and has held it in 12 quarters since. The position peaked at $929K in Q3 2025. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Arrowroot Family Office held 9,294 shares of Vanguard Morningstar Growth ETF worth $677K as of Q1 2026.
Arrowroot Family Office bought 264 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $20.5K.
Vanguard Morningstar Growth ETF made up 0.22% of Arrowroot Family Office's portfolio in Q1 2026, its #89 holding.
Arrowroot Family Office first reported a position in Vanguard Morningstar Growth ETF in Q1 2023 and has held it in 12 quarters since.
Arrowroot Family Office's Vanguard Morningstar Growth ETF position peaked at $929K in Q3 2025.
2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Arrowroot Family Office's 13F filing for Q1 2026, filed 14 May 2026.