Jordan Park Group’s Vanguard Growth ETF VUG Stock Holding History

Jordan Park 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	$2.62M	Hold	36,000	–	–	0.14%	41
2025 Q4	$2.93M	Hold	36,000	–	–	0.17%	34
2025 Q3	$2.88M	Hold	36,000	–	–	0.16%	34
2025 Q2	$2.63M	Hold	36,000	–	–	0.17%	33
2025 Q1	$2.22M	Hold	36,000	–	–	0.16%	33
2024 Q4	$2.46M	Hold	36,000	–	–	0.18%	35
2024 Q3	$2.3M	Hold	36,000	–	–	0.16%	36
2024 Q2	$2.24M	Hold	36,000	–	–	0.17%	28
2024 Q1	$2.07M	Hold	36,000	–	–	0.13%	31
2023 Q4	$1.87M	Buy	+36,000	New	+$1.74M	0.13%	31

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

Jordan Park Group's VUG Position: Q1 2026 in Review

Jordan Park Group held its Vanguard Growth ETF (VUG) position steady in Q1 2026 at 36,000 shares worth $2.62M. The position accounts for 0.14% of the portfolio, ranked #41.

Jordan Park Group first reported a position in VUG in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.93M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Jordan Park Group held 36,000 shares of Vanguard Growth ETF worth $2.62M as of Q1 2026.
Jordan Park Group left its Vanguard Growth ETF share count unchanged in Q1 2026.
Vanguard Growth ETF made up 0.14% of Jordan Park Group's portfolio in Q1 2026, its #41 holding.
Jordan Park Group first reported a position in Vanguard Growth ETF in Q4 2023 and has held it in 10 quarters since.
Jordan Park Group's Vanguard Growth ETF position peaked at $2.93M in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Jordan Park Group's 13F filing for Q1 2026, filed 11 May 2026.