CPA
VUG icon

Cardiff Park Advisors’s Vanguard Growth ETF VUG Stock Holding History

Cardiff Park 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 		$9.88M Sell
135,768
-16,062
-11% -$1.25M 0.79% 28
2025
Q4 		$12.3M Sell
151,830
-2,778
-2% -$225K 1.01% 20
2025
Q3 		$12.4M Buy
154,608
+3,528
+2% +$270K 0.95% 19
2025
Q2 		$11M Buy
151,080
+36,786
+32% +$2.42M 0.95% 20
2025
Q1 		$7.06M Sell
114,294
-53,130
-32% -$3.58M 0.68% 30
2024
Q4 		$11.5M Buy
167,424
+25,374
+18% +$1.7M 1.09% 15
2024
Q3 		$9.09M Buy
142,050
+29,094
+26% +$1.8M 0.81% 21
2024
Q2 		$7.04M Sell
112,956
-1,248
-1% -$72.8K 0.67% 28
2024
Q1 		$6.55M Buy
114,204
+4,302
+4% +$237K 0.62% 30
2023
Q4 		$5.69M Sell
109,902
-9,102
-8% -$439K 0.63% 31
2023
Q3 		$5.4M Buy
119,004
+18,066
+18% +$853K 0.68% 29
2023
Q2 		$4.76M Sell
100,938
-6,384
-6% -$277K 0.58% 30
2023
Q1 		$4.46M Buy
107,322
+9,654
+10% +$375K 0.59% 33
2022
Q4 		$3.47M Buy
97,668
+5,706
+6% +$210K 0.48% 39
2022
Q3 		$3.28M Sell
91,962
-2,448
-3% -$98.4K 0.51% 35
2022
Q2 		$3.51M Sell
94,410
-2,958
-3% -$122K 0.53% 33
2022
Q1 		$4.67M Buy
97,368
+14,484
+17% +$685K 0.66% 26
2021
Q4 		$4.43M Buy
+82,884
New +$4.32M 0.58% 27

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

Cardiff Park Advisors's VUG Position: Q1 2026 in Review

Cardiff Park Advisors reduced its Vanguard Growth ETF (VUG) stake by 11% in Q1 2026, selling an estimated $1.25M and leaving 135,768 shares worth $9.88M. The position accounts for 0.79% of the portfolio, ranked #28.

Cardiff Park Advisors first reported a position in VUG in Q4 2021 and has held it in 18 quarters since. The position peaked at $12.4M in Q3 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Cardiff Park Advisors held 135,768 shares of Vanguard Growth ETF worth $9.88M as of Q1 2026.
  • Cardiff Park Advisors sold 16,062 Vanguard Growth ETF shares in Q1 2026, an estimated $1.25M.
  • Vanguard Growth ETF made up 0.79% of Cardiff Park Advisors's portfolio in Q1 2026, its #28 holding.
  • Cardiff Park Advisors first reported a position in Vanguard Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Cardiff Park Advisors's Vanguard Growth ETF position peaked at $12.4M in Q3 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.