My Personal CFO LLC’s Vanguard Growth ETF VUG Stock Holding History

My Personal CFO LLC’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	$295K	Hold	4,050	–	–	0.13%	75
2025 Q4	$329K	Sell	4,050 -1,020	-20%	-$82.8K	0.14%	76
2025 Q3	$405K	Buy	5,070 +1,020	+25%	+$77.9K	0.16%	66
2025 Q2	$296K	Hold	4,050	–	–	0.13%	77
2025 Q1	$250K	Buy	4,050 +6	+0.1%	+$405	0.13%	79
2024 Q4	$277K	Buy	4,044 +6	+0.1%	+$403	0.14%	78
2024 Q3	$258K	Sell	4,038 -114	-3%	-$7.07K	0.14%	79
2024 Q2	$259K	Hold	4,152	–	–	0.14%	93
2024 Q1	$238K	Buy	4,152 +6	+0.1%	+$330	0.14%	92
2023 Q4	$215K	Buy	+4,146	New	+$200K	0.14%	88

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

My Personal CFO LLC's VUG Position: Q1 2026 in Review

My Personal CFO LLC held its Vanguard Growth ETF (VUG) position steady in Q1 2026 at 4,050 shares worth $295K. The position accounts for 0.13% of the portfolio, ranked #75.

My Personal CFO LLC first reported a position in VUG in Q4 2023 and has held it in 10 quarters since. The position peaked at $405K in Q3 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

My Personal CFO LLC held 4,050 shares of Vanguard Growth ETF worth $295K as of Q1 2026.
My Personal CFO LLC left its Vanguard Growth ETF share count unchanged in Q1 2026.
Vanguard Growth ETF made up 0.13% of My Personal CFO LLC's portfolio in Q1 2026, its #75 holding.
My Personal CFO LLC first reported a position in Vanguard Growth ETF in Q4 2023 and has held it in 10 quarters since.
My Personal CFO LLC's Vanguard Growth ETF position peaked at $405K in Q3 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on My Personal CFO LLC's 13F filing for Q1 2026, filed 22 Apr 2026.