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Carson Advisory’s Vanguard Growth ETF VUG Stock Holding History

Carson Advisory’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 		$231K Buy
3,168
+156
+5% +$12.1K 0.12% 165
2025
Q4 		$245K Sell
3,012
-54
-2% -$4.38K 0.13% 158
2025
Q3 		$245K Sell
3,066
-120
-4% -$9.17K 0.13% 152
2025
Q2 		$233K Buy
+3,186
New +$210K 0.15% 154
2025
Q1 		– Sell
-3,186
Closed -$218K – 172
2024
Q4 		$218K Sell
3,186
-120
-4% -$8.06K 0.15% 145
2024
Q3 		$212K Hold
3,306
– – 0.13% 164
2024
Q2 		$206K Buy
+3,306
New +$193K 0.14% 154

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

Carson Advisory's VUG Position: Q1 2026 in Review

Carson Advisory increased its Vanguard Growth ETF (VUG) stake by 5.2% in Q1 2026, buying an estimated $12.1K and bringing the position to 3,168 shares worth $231K. The position accounts for 0.12% of the portfolio, ranked #165.

Carson Advisory first reported a position in VUG in Q2 2024 and has held it in 7 quarters since. The position peaked at $245K in Q3 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Carson Advisory held 3,168 shares of Vanguard Growth ETF worth $231K as of Q1 2026.
  • Carson Advisory bought 156 Vanguard Growth ETF shares in Q1 2026, an estimated $12.1K.
  • Vanguard Growth ETF made up 0.12% of Carson Advisory's portfolio in Q1 2026, its #165 holding.
  • Carson Advisory first reported a position in Vanguard Growth ETF in Q2 2024 and has held it in 7 quarters since.
  • Carson Advisory's Vanguard Growth ETF position peaked at $245K in Q3 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.