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

Clayton 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 		$24.8M Buy
340,326
+1,254
+0.4% +$97.6K 12.73% 2
2025
Q4 		$27.6M Buy
339,072
+27,450
+9% +$2.23M 14.06% 1
2025
Q3 		$24.9M Buy
311,622
+73,278
+31% +$5.6M 18.2% 1
2025
Q2 		$17.4M Sell
238,344
-166,398
-41% -$11M 20.71% 1
2025
Q1 		$25M Buy
404,742
+21,132
+6% +$1.42M 9.17% 2
2024
Q4 		$26.2M Buy
383,610
+23,664
+7% +$1.59M 9.45% 1
2024
Q3 		$23M Sell
359,946
-17,922
-5% -$1.11M 8.62% 2
2024
Q2 		$21.7M Buy
377,868
+19,416
+5% +$1.13M 9.38% 2
2024
Q1 		$20.6M Buy
358,452
+19,200
+6% +$1.06M 9.35% 1
2023
Q4 		$17.6M Buy
+339,252
New +$16.4M 10.94% 1

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

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

Clayton Financial Group increased its Vanguard Growth ETF (VUG) stake by 0.37% in Q1 2026, buying an estimated $97.6K and bringing the position to 340,326 shares worth $24.8M. The position accounts for 12.73% of the portfolio, ranked #2.

Clayton Financial Group first reported a position in VUG in Q4 2023 and has held it in 10 quarters since. The position peaked at $27.6M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Clayton Financial Group held 340,326 shares of Vanguard Growth ETF worth $24.8M as of Q1 2026.
  • Clayton Financial Group bought 1,254 Vanguard Growth ETF shares in Q1 2026, an estimated $97.6K.
  • Vanguard Growth ETF made up 12.73% of Clayton Financial Group's portfolio in Q1 2026, its #2 holding.
  • Clayton Financial Group first reported a position in Vanguard Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • Clayton Financial Group's Vanguard Growth ETF position peaked at $27.6M in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Clayton Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.