JDM Financial Group’s Vanguard Growth ETF VUG Stock Holding History

JDM Financial 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	$262K	Hold	3,600	–	–	0.1%	56
2025 Q4	$293K	Sell	3,600 -864	-19%	-$70.1K	0.11%	54
2025 Q3	$357K	Hold	4,464	–	–	0.15%	46
2025 Q2	$326K	Hold	4,464	–	–	0.15%	46
2025 Q1	$276K	Hold	4,464	–	–	0.14%	46
2024 Q4	$305K	Hold	4,464	–	–	0.16%	41
2024 Q3	$286K	Hold	4,464	–	–	0.16%	43
2024 Q2	$278K	Hold	4,464	–	–	0.19%	40
2024 Q1	$256K	Hold	4,464	–	–	0.19%	39
2023 Q4	$231K	Sell	4,464 -1,002	-18%	-$48.4K	0.19%	34
2023 Q3	$248K	Hold	5,466	–	–	0.23%	32
2023 Q2	$258K	Hold	5,466	–	–	0.22%	33
2023 Q1	$227K	Hold	5,466	–	–	0.21%	33
2022 Q4	$194K	Buy	+5,466	New	+$201K	0.19%	34

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

JDM Financial Group's VUG Position: Q1 2026 in Review

JDM Financial Group held its Vanguard Growth ETF (VUG) position steady in Q1 2026 at 3,600 shares worth $262K. The position accounts for 0.1% of the portfolio, ranked #56.

JDM Financial Group first reported a position in VUG in Q4 2022 and has held it in 14 quarters since. The position peaked at $357K in Q3 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

JDM Financial Group held 3,600 shares of Vanguard Growth ETF worth $262K as of Q1 2026.
JDM Financial Group left its Vanguard Growth ETF share count unchanged in Q1 2026.
Vanguard Growth ETF made up 0.1% of JDM Financial Group's portfolio in Q1 2026, its #56 holding.
JDM Financial Group first reported a position in Vanguard Growth ETF in Q4 2022 and has held it in 14 quarters since.
JDM Financial Group's Vanguard Growth ETF position peaked at $357K in Q3 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.