First National Advisers’s Vanguard Growth ETF VUG Stock Holding History

First National Advisers’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	$833K	Buy	11,448 +1,278	+13%	+$99.4K	0.12%	136
2025 Q4	$827K	Hold	10,170	–	–	0.11%	137
2025 Q3	$813K	Sell	10,170 -504	-5%	-$38.5K	0.11%	143
2025 Q2	$780K	Buy	10,674 +1,338	+14%	+$88.1K	0.11%	146
2025 Q1	$577K	Sell	9,336 -354	-4%	-$23.9K	0.09%	154
2024 Q4	$663K	Buy	9,690 +2,856	+42%	+$192K	0.11%	138
2024 Q3	$437K	Buy	6,834 +1,230	+22%	+$76.2K	0.07%	166
2024 Q2	$349K	Buy	5,604 +1,968	+54%	+$115K	0.06%	173
2024 Q1	$209K	Buy	+3,636	New	+$200K	0.05%	201

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

First National Advisers's VUG Position: Q1 2026 in Review

First National Advisers increased its Vanguard Growth ETF (VUG) stake by 13% in Q1 2026, buying an estimated $99.4K and bringing the position to 11,448 shares worth $833K. The position accounts for 0.12% of the portfolio, ranked #136.

First National Advisers first reported a position in VUG in Q1 2024 and has held it in 9 quarters since. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

First National Advisers held 11,448 shares of Vanguard Growth ETF worth $833K as of Q1 2026.
First National Advisers bought 1,278 Vanguard Growth ETF shares in Q1 2026, an estimated $99.4K.
Vanguard Growth ETF made up 0.12% of First National Advisers's portfolio in Q1 2026, its #136 holding.
First National Advisers first reported a position in Vanguard Growth ETF in Q1 2024 and has held it in 9 quarters since.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on First National Advisers's 13F filing for Q1 2026, filed 8 May 2026.