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Medallion Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

Medallion Wealth 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 		$2.47M Sell
33,876
-144
-0.4% -$11.2K 0.81% 27
2025
Q4 		$2.77M Buy
34,020
+846
+3% +$68.7K 0.93% 23
2025
Q3 		$2.66M Buy
33,174
+882
+3% +$67.4K 0.94% 21
2025
Q2 		$2.34M Buy
32,292
+7,068
+28% +$465K 0.91% 21
2025
Q1 		$1.57M Buy
25,224
+6,330
+34% +$427K 0.71% 32
2024
Q4 		$1.25M Buy
+18,894
New +$1.27M 0.62% 36

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Medallion Wealth Advisors's VUG Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Vanguard Growth ETF (VUG) stake by 0.42% in Q1 2026, selling an estimated $11.2K and leaving 33,876 shares worth $2.47M. The position accounts for 0.81% of the portfolio, ranked #27.

Medallion Wealth Advisors first reported a position in VUG in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.77M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Medallion Wealth Advisors held 33,876 shares of Vanguard Growth ETF worth $2.47M as of Q1 2026.
  • Medallion Wealth Advisors sold 144 Vanguard Growth ETF shares in Q1 2026, an estimated $11.2K.
  • Vanguard Growth ETF made up 0.81% of Medallion Wealth Advisors's portfolio in Q1 2026, its #27 holding.
  • Medallion Wealth Advisors first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Vanguard Growth ETF position peaked at $2.77M in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.