AFG
VUG icon

Atomi Financial Group’s Vanguard Growth ETF VUG Stock Holding History

Atomi Financial Group’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 		$38.5M Buy
528,660
+72,012
+16% +$5.6M 1.18% 18
2025
Q4 		$37.1M Sell
456,648
-25,872
-5% -$2.1M 1.09% 22
2025
Q3 		$38.6M Buy
482,520
+69,558
+17% +$5.32M 1.25% 18
2025
Q2 		$30.2M Sell
412,962
-36,276
-8% -$2.39M 1.14% 21
2025
Q1 		$27.8M Buy
449,238
+271,482
+153% +$18.3M 1.27% 16
2024
Q4 		$12.2M Buy
177,756
+97,848
+122% +$6.57M 0.61% 35
2024
Q3 		$5.11M Buy
79,908
+2,934
+4% +$182K 0.32% 64
2024
Q2 		$4.8M Sell
76,974
-252
-0.3% -$14.7K 0.36% 57
2024
Q1 		$4.43M Buy
77,226
+20,910
+37% +$1.15M 0.41% 47
2023
Q4 		$2.92M Buy
56,316
+13,734
+32% +$663K 0.4% 53
2023
Q3 		$1.93M Buy
42,582
+8,688
+26% +$410K 0.65% 36
2023
Q2 		$1.6M Buy
33,894
+1,452
+4% +$63K 0.73% 25
2023
Q1 		$1.35M Buy
+32,442
New +$1.26M 0.75% 28

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

Atomi Financial Group's VUG Position: Q1 2026 in Review

Atomi Financial Group increased its Vanguard Growth ETF (VUG) stake by 16% in Q1 2026, buying an estimated $5.6M and bringing the position to 528,660 shares worth $38.5M. The position accounts for 1.18% of the portfolio, ranked #18.

Atomi Financial Group first reported a position in VUG in Q1 2023 and has held it in 13 quarters since. The position peaked at $38.6M in Q3 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Atomi Financial Group held 528,660 shares of Vanguard Growth ETF worth $38.5M as of Q1 2026.
  • Atomi Financial Group bought 72,012 Vanguard Growth ETF shares in Q1 2026, an estimated $5.6M.
  • Vanguard Growth ETF made up 1.18% of Atomi Financial Group's portfolio in Q1 2026, its #18 holding.
  • Atomi Financial Group first reported a position in Vanguard Growth ETF in Q1 2023 and has held it in 13 quarters since.
  • Atomi Financial Group's Vanguard Growth ETF position peaked at $38.6M in Q3 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.