Florida Financial Advisors’s Vanguard Growth ETF VUG Stock Holding History

Florida Financial Advisors’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	$1.13M	Sell	15,468 -5,016	-24%	-$390K	0.27%	102
2025 Q4	$1.67M	Sell	20,484 -3,768	-16%	-$306K	0.45%	58
2025 Q3	$1.94M	Buy	24,252 +9,042	+59%	+$691K	0.6%	37
2025 Q2	$1.11M	Buy	15,210 +168	+1%	+$11.1K	0.37%	58
2025 Q1	$929K	Sell	15,042 -402	-3%	-$27.1K	0.37%	57
2024 Q4	$1.06M	Buy	15,444 +1,680	+12%	+$113K	0.47%	43
2024 Q3	$881K	Buy	13,764 +5,916	+75%	+$367K	0.45%	45
2024 Q2	$489K	Buy	7,848 +72	+0.9%	+$4.2K	0.29%	67
2024 Q1	$446K	Buy	7,776 +2,382	+44%	+$131K	0.33%	56
2023 Q4	$280K	Buy	+5,394	New	+$260K	0.26%	76

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

Florida Financial Advisors's VUG Position: Q1 2026 in Review

Florida Financial Advisors reduced its Vanguard Growth ETF (VUG) stake by 24% in Q1 2026, selling an estimated $390K and leaving 15,468 shares worth $1.13M. The position accounts for 0.27% of the portfolio, ranked #102.

Florida Financial Advisors first reported a position in VUG in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.94M in Q3 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Florida Financial Advisors held 15,468 shares of Vanguard Growth ETF worth $1.13M as of Q1 2026.
Florida Financial Advisors sold 5,016 Vanguard Growth ETF shares in Q1 2026, an estimated $390K.
Vanguard Growth ETF made up 0.27% of Florida Financial Advisors's portfolio in Q1 2026, its #102 holding.
Florida Financial Advisors first reported a position in Vanguard Growth ETF in Q4 2023 and has held it in 10 quarters since.
Florida Financial Advisors's Vanguard Growth ETF position peaked at $1.94M in Q3 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.