CFS
VUG icon

Coordinated Financial Services’s Vanguard Growth ETF VUG Stock Holding History

Coordinated Financial Services’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 		$561K Buy
7,710
+396
+5% +$30.8K 0.32% 91
2025
Q4 		$595K Buy
7,314
+66
+0.9% +$5.36K 0.34% 84
2025
Q3 		$579K Hold
7,248
– – 0.37% 79
2025
Q2 		$529K Buy
7,248
+1,734
+31% +$114K 0.37% 81
2025
Q1 		$341K Sell
5,514
-2,124
-28% -$143K 0.26% 102
2024
Q4 		$522K Buy
+7,638
New +$513K 0.41% 73
2024
Q2 		$523K Sell
8,382
-840
-9% -$49K 0.45% 65
2024
Q1 		$529K Buy
+9,222
New +$507K 0.46% 63

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

Coordinated Financial Services's VUG Position: Q1 2026 in Review

Coordinated Financial Services increased its Vanguard Growth ETF (VUG) stake by 5.4% in Q1 2026, buying an estimated $30.8K and bringing the position to 7,710 shares worth $561K. The position accounts for 0.32% of the portfolio, ranked #91.

Coordinated Financial Services first reported a position in VUG in Q1 2024 and has held it in 8 quarters since. The position peaked at $595K in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Coordinated Financial Services held 7,710 shares of Vanguard Growth ETF worth $561K as of Q1 2026.
  • Coordinated Financial Services bought 396 Vanguard Growth ETF shares in Q1 2026, an estimated $30.8K.
  • Vanguard Growth ETF made up 0.32% of Coordinated Financial Services's portfolio in Q1 2026, its #91 holding.
  • Coordinated Financial Services first reported a position in Vanguard Growth ETF in Q1 2024 and has held it in 8 quarters since.
  • Coordinated Financial Services's Vanguard Growth ETF position peaked at $595K in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.