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Barnes Pettey Financial Advisors’s Vanguard Growth ETF VUG Stock Holding History

Barnes Pettey 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 		$3.93M Buy
54,018
+5,796
+12% +$451K 1.71% 10
2025
Q4 		$3.92M Buy
48,222
+2,076
+4% +$168K 1.94% 10
2025
Q3 		$3.69M Buy
46,146
+444
+1% +$33.9K 2.02% 13
2025
Q2 		$3.34M Buy
45,702
+9,930
+28% +$654K 2.23% 11
2025
Q1 		$2.21M Buy
35,772
+6,396
+22% +$431K 1.72% 16
2024
Q4 		$2.01M Sell
29,376
-600
-2% -$40.3K 1.53% 17
2024
Q3 		$1.92M Buy
29,976
+192
+0.6% +$11.9K 1.53% 17
2024
Q2 		$1.86M Buy
29,784
+4,224
+17% +$246K 1.6% 16
2024
Q1 		$1.47M Sell
25,560
-46,422
-64% -$2.55M 1.27% 20
2023
Q4 		$3.73M Buy
71,982
+5,298
+8% +$256K 3.03% 8
2023
Q3 		$3.03M Sell
66,684
-17,148
-20% -$810K 2.78% 8
2023
Q2 		$3.95M Buy
83,832
+3,078
+4% +$133K 3.42% 3
2023
Q1 		$3.36M Buy
80,754
+2,274
+3% +$88.4K 3.21% 4
2022
Q4 		$2.79M Buy
78,480
+31,068
+66% +$1.14M 2.87% 5
2022
Q3 		$1.69M Sell
47,412
-204
-0.4% -$8.2K 2.31% 10
2022
Q2 		$1.77M Buy
47,616
+17,508
+58% +$719K 2.28% 10
2022
Q1 		$1.44M Buy
30,108
+2,130
+8% +$101K 1.75% 15
2021
Q4 		$1.5M Buy
+27,978
New +$1.46M 1.72% 12

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

Barnes Pettey Financial Advisors's VUG Position: Q1 2026 in Review

Barnes Pettey Financial Advisors increased its Vanguard Growth ETF (VUG) stake by 12% in Q1 2026, buying an estimated $451K and bringing the position to 54,018 shares worth $3.93M. The position accounts for 1.71% of the portfolio, ranked #10.

Barnes Pettey Financial Advisors first reported a position in VUG in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.95M in Q2 2023. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Barnes Pettey Financial Advisors held 54,018 shares of Vanguard Growth ETF worth $3.93M as of Q1 2026.
  • Barnes Pettey Financial Advisors bought 5,796 Vanguard Growth ETF shares in Q1 2026, an estimated $451K.
  • Vanguard Growth ETF made up 1.71% of Barnes Pettey Financial Advisors's portfolio in Q1 2026, its #10 holding.
  • Barnes Pettey Financial Advisors first reported a position in Vanguard Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Barnes Pettey Financial Advisors's Vanguard Growth ETF position peaked at $3.95M in Q2 2023.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.