Norden Group’s Vanguard Growth ETF VUG Stock Holding History

Norden 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	$865K	Sell	11,880 -57,624	-83%	-$4.48M	0.08%	213
2025 Q4	$5.65M	Buy	69,504 +53,562	+336%	+$4.35M	0.55%	37
2025 Q3	$1.27M	Buy	15,942 +504	+3%	+$38.5K	0.13%	151
2025 Q2	$1.13M	Sell	15,438 -6,954	-31%	-$458K	0.12%	162
2025 Q1	$1.38M	Buy	22,392 +13,824	+161%	+$932K	0.16%	126
2024 Q4	$586K	Sell	8,568 -4,614	-35%	-$310K	0.07%	303
2024 Q3	$843K	Buy	13,182 +4,644	+54%	+$288K	0.1%	221
2024 Q2	$532K	Sell	8,538 -12	-0.1%	-$700	0.11%	211
2024 Q1	$490K	Buy	+8,550	New	+$470K	0.1%	238

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

Norden Group's VUG Position: Q1 2026 in Review

Norden Group reduced its Vanguard Growth ETF (VUG) stake by 83% in Q1 2026, selling an estimated $4.48M and leaving 11,880 shares worth $865K. The position accounts for 0.08% of the portfolio, ranked #213.

Norden Group first reported a position in VUG in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.65M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Norden Group held 11,880 shares of Vanguard Growth ETF worth $865K as of Q1 2026.
Norden Group sold 57,624 Vanguard Growth ETF shares in Q1 2026, an estimated $4.48M.
Vanguard Growth ETF made up 0.08% of Norden Group's portfolio in Q1 2026, its #213 holding.
Norden Group first reported a position in Vanguard Growth ETF in Q1 2024 and has held it in 9 quarters since.
Norden Group's Vanguard Growth ETF position peaked at $5.65M in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Norden Group's 13F filing for Q1 2026, filed 15 Apr 2026.