Dunhill Financial’s Vanguard Growth ETF VUG Stock Holding History

Dunhill Financial’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	$658K	Buy	9,042 +66	+0.7%	+$5.13K	0.16%	62
2025 Q4	$730K	Sell	8,976 -14,478	-62%	-$1.17M	0.18%	53
2025 Q3	$1.87M	Sell	23,454 -4,038	-15%	-$309K	0.49%	28
2025 Q2	$2.01M	Buy	27,492 +1,560	+6%	+$103K	0.58%	26
2025 Q1	$1.6M	Buy	25,932 +24,678	+1,968%	+$1.66M	0.73%	24
2024 Q4	$85.8K	Sell	1,254 -504	-29%	-$33.9K	0.04%	141
2024 Q3	$112K	Buy	1,758 +762	+77%	+$47.2K	0.06%	111
2024 Q2	$62.1K	Hold	996	–	–	0.04%	125
2024 Q1	$57.1K	Sell	996 -204	-17%	-$11.2K	0.04%	104
2023 Q4	$62.2K	Buy	+1,200	New	+$57.9K	0.06%	84

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

Dunhill Financial's VUG Position: Q1 2026 in Review

Dunhill Financial increased its Vanguard Growth ETF (VUG) stake by 0.74% in Q1 2026, buying an estimated $5.13K and bringing the position to 9,042 shares worth $658K. The position accounts for 0.16% of the portfolio, ranked #62.

Dunhill Financial first reported a position in VUG in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.01M in Q2 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Dunhill Financial held 9,042 shares of Vanguard Growth ETF worth $658K as of Q1 2026.
Dunhill Financial bought 66 Vanguard Growth ETF shares in Q1 2026, an estimated $5.13K.
Vanguard Growth ETF made up 0.16% of Dunhill Financial's portfolio in Q1 2026, its #62 holding.
Dunhill Financial first reported a position in Vanguard Growth ETF in Q4 2023 and has held it in 10 quarters since.
Dunhill Financial's Vanguard Growth ETF position peaked at $2.01M in Q2 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.