Consolidated Planning Corp’s Vanguard Growth ETF VUG Stock Holding History

Consolidated Planning Corp’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	$353K	Hold	4,848	–	–	0.06%	111
2025 Q4	$394K	Sell	4,848 -24	-0.5%	-$1.95K	0.04%	159
2025 Q3	$389K	Buy	4,872 +228	+5%	+$17.4K	0.04%	152
2025 Q2	$339K	Hold	4,644	–	–	0.04%	151
2025 Q1	$287K	Hold	4,644	–	–	0.04%	159
2024 Q4	$318K	Sell	4,644 -234	-5%	-$15.7K	0.04%	160
2024 Q3	$312K	Buy	4,878 +186	+4%	+$11.5K	0.05%	159
2024 Q2	$293K	Sell	4,692 -252	-5%	-$14.7K	0.05%	144
2024 Q1	$284K	Hold	4,944	–	–	0.05%	144
2023 Q4	$256K	Sell	4,944 -276	-5%	-$13.3K	0.05%	140
2023 Q3	$237K	Sell	5,220 -2,946	-36%	-$139K	0.05%	138
2023 Q2	$385K	Buy	+8,166	New	+$354K	0.08%	123
2023 Q1	–	Sell	-8,412	Closed	-$299K	–	130
2022 Q4	$299K	Sell	8,412 -168	-2%	-$6.18K	0.08%	100
2022 Q3	$306K	Sell	8,580 -2,244	-21%	-$90.2K	0.1%	91
2022 Q2	$402K	Buy	+10,824	New	+$445K	0.13%	85
2021 Q4	–	Sell	-2,172	Closed	-$105K	–	446
2021 Q3	$105K	Buy	+2,172	New	+$108K	0.07%	97

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Consolidated Planning Corp's VUG Position: Q1 2026 in Review

Consolidated Planning Corp held its Vanguard Growth ETF (VUG) position steady in Q1 2026 at 4,848 shares worth $353K. The position accounts for 0.06% of the portfolio, ranked #111.

Consolidated Planning Corp first reported a position in VUG in Q3 2021 and has held it in 16 quarters since. The position peaked at $402K in Q2 2022. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Consolidated Planning Corp held 4,848 shares of Vanguard Growth ETF worth $353K as of Q1 2026.
Consolidated Planning Corp left its Vanguard Growth ETF share count unchanged in Q1 2026.
Vanguard Growth ETF made up 0.06% of Consolidated Planning Corp's portfolio in Q1 2026, its #111 holding.
Consolidated Planning Corp first reported a position in Vanguard Growth ETF in Q3 2021 and has held it in 16 quarters since.
Consolidated Planning Corp's Vanguard Growth ETF position peaked at $402K in Q2 2022.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.