Goodman Advisory Group’s Vanguard Growth ETF VUG Stock Holding History

Goodman Advisory Group’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	$4.88M	Sell	67,074 -42,144	-39%	-$3.28M	1.27%	29
2025 Q4	$8.88M	Sell	109,218 -9,642	-8%	-$782K	2.19%	19
2025 Q3	$9.5M	Sell	118,860 -7,320	-6%	-$559K	2.36%	12
2025 Q2	$9.22M	Sell	126,180 -20,340	-14%	-$1.34M	3.13%	8
2025 Q1	$9.06M	Sell	146,520 -9,504	-6%	-$641K	2.76%	11
2024 Q4	$10.7M	Sell	156,024 -8,268	-5%	-$555K	3.15%	11
2024 Q3	$10.5M	Sell	164,292 -162,570	-50%	-$10.1M	3%	11
2024 Q2	$20.4M	Buy	326,862 +211,236	+183%	+$12.3M	6.09%	3
2024 Q1	$6.63M	Sell	115,626 -117,606	-50%	-$6.47M	2.1%	11
2023 Q4	$12.1M	Buy	+233,232	New	+$11.3M	4.12%	5

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

Goodman Advisory Group's VUG Position: Q1 2026 in Review

Goodman Advisory Group reduced its Vanguard Growth ETF (VUG) stake by 39% in Q1 2026, selling an estimated $3.28M and leaving 67,074 shares worth $4.88M. The position accounts for 1.27% of the portfolio, ranked #29.

Goodman Advisory Group first reported a position in VUG in Q4 2023 and has held it in 10 quarters since. The position peaked at $20.4M in Q2 2024. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Goodman Advisory Group held 67,074 shares of Vanguard Growth ETF worth $4.88M as of Q1 2026.
Goodman Advisory Group sold 42,144 Vanguard Growth ETF shares in Q1 2026, an estimated $3.28M.
Vanguard Growth ETF made up 1.27% of Goodman Advisory Group's portfolio in Q1 2026, its #29 holding.
Goodman Advisory Group first reported a position in Vanguard Growth ETF in Q4 2023 and has held it in 10 quarters since.
Goodman Advisory Group's Vanguard Growth ETF position peaked at $20.4M in Q2 2024.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Goodman Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.