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Briaud Financial Planning’s Vanguard Growth ETF VUG Stock Holding History

Briaud Financial Planning’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 		$460K Hold
6,324
– – 0.12% 23
2025
Q4 		$514K Buy
6,324
+1,452
+30% +$118K 0.13% 20
2025
Q3 		$389K Hold
4,872
– – 0.13% 23
2025
Q2 		$355K Hold
4,872
– – 0.14% 22
2025
Q1 		$301K Buy
4,872
+3,972
+441% +$268K 0.12% 22
2024
Q4 		$61K Hold
900
– – 0.02% 74
2024
Q3 		$57K Hold
900
– – 0.03% 57
2024
Q2 		$56K Buy
+900
New +$52.5K 0.03% 53

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

Briaud Financial Planning's VUG Position: Q1 2026 in Review

Briaud Financial Planning held its Vanguard Growth ETF (VUG) position steady in Q1 2026 at 6,324 shares worth $460K. The position accounts for 0.12% of the portfolio, ranked #23.

Briaud Financial Planning first reported a position in VUG in Q2 2024 and has held it in 8 quarters since. The position peaked at $514K in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Briaud Financial Planning held 6,324 shares of Vanguard Growth ETF worth $460K as of Q1 2026.
  • Briaud Financial Planning left its Vanguard Growth ETF share count unchanged in Q1 2026.
  • Vanguard Growth ETF made up 0.12% of Briaud Financial Planning's portfolio in Q1 2026, its #23 holding.
  • Briaud Financial Planning first reported a position in Vanguard Growth ETF in Q2 2024 and has held it in 8 quarters since.
  • Briaud Financial Planning's Vanguard Growth ETF position peaked at $514K in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Briaud Financial Planning's 13F filing for Q1 2026, filed 10 Apr 2026.