MYeCFO’s Vanguard Growth ETF VUG Stock Holding History

MYeCFO’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	$967K	Hold	13,284	–	–	0.4%	32
2025 Q4	$1.08M	Sell	13,284 -24	-0.2%	-$1.95K	0.46%	30
2025 Q3	$1.06M	Hold	13,308	–	–	0.48%	29
2025 Q2	$972K	Sell	13,308 -30	-0.2%	-$1.98K	0.48%	29
2025 Q1	$824K	Sell	13,338 -18	-0.1%	-$1.21K	0.44%	33
2024 Q4	$914K	Sell	13,356 -480	-3%	-$32.2K	0.49%	30
2024 Q3	$885K	Buy	13,836 +420	+3%	+$26K	0.48%	31
2024 Q2	$836K	Hold	13,416	–	–	0.48%	30
2024 Q1	$770K	Hold	13,416	–	–	0.45%	31
2023 Q4	$695K	Hold	13,416	–	–	0.44%	32
2023 Q3	$609K	Sell	13,416 -582	-4%	-$27.5K	0.42%	33
2023 Q2	$660K	Buy	13,998 +1,200	+9%	+$52K	0.48%	31
2023 Q1	$532K	Sell	12,798 -3,606	-22%	-$140K	0.4%	32
2022 Q4	$652K	Buy	+16,404	New	+$603K	0.54%	28

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

MYeCFO's VUG Position: Q1 2026 in Review

MYeCFO held its Vanguard Growth ETF (VUG) position steady in Q1 2026 at 13,284 shares worth $967K. The position accounts for 0.4% of the portfolio, ranked #32.

MYeCFO first reported a position in VUG in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.08M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

MYeCFO held 13,284 shares of Vanguard Growth ETF worth $967K as of Q1 2026.
MYeCFO left its Vanguard Growth ETF share count unchanged in Q1 2026.
Vanguard Growth ETF made up 0.4% of MYeCFO's portfolio in Q1 2026, its #32 holding.
MYeCFO first reported a position in Vanguard Growth ETF in Q4 2022 and has held it in 14 quarters since.
MYeCFO's Vanguard Growth ETF position peaked at $1.08M in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on MYeCFO's 13F filing for Q1 2026, filed 8 Apr 2026.