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NorthLanding Financial Partners’s Vanguard Growth ETF VUG Stock Holding History

NorthLanding Financial Partners’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 		$1.73M Sell
23,772
-540
-2% -$42K 1.4% 10
2025
Q4 		$1.98M Sell
24,312
-378
-2% -$30.7K 1.59% 12
2025
Q3 		$1.97M Sell
24,690
-72
-0.3% -$5.5K 1.65% 12
2025
Q2 		$1.81M Sell
24,762
-366
-1% -$24.1K 1.6% 12
2025
Q1 		$1.55M Sell
25,128
-330
-1% -$22.3K 1.52% 14
2024
Q4 		$1.74M Sell
25,458
-2,232
-8% -$150K 1.76% 13
2024
Q3 		$1.77M Sell
27,690
-2,766
-9% -$171K 1.75% 13
2024
Q2 		$1.9M Sell
30,456
-2,352
-7% -$137K 2.02% 12
2024
Q1 		$1.88M Sell
32,808
-83,088
-72% -$4.57M 2.05% 12
2023
Q4 		$6M Sell
115,896
-12,228
-10% -$590K 7.11% 3
2023
Q3 		$5.81M Buy
128,124
+5,634
+5% +$266K 7.45% 3
2023
Q2 		$5.78M Sell
122,490
-80,220
-40% -$3.48M 7.53% 3
2023
Q1 		$8.43M Sell
202,710
-2,496
-1% -$97.1K 5.94% 4
2022
Q4 		$7.29M Buy
205,206
+6,000
+3% +$221K 5.24% 4
2022
Q3 		$7.1M Buy
+199,206
New +$8.01M 5.61% 4

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

NorthLanding Financial Partners's VUG Position: Q1 2026 in Review

NorthLanding Financial Partners reduced its Vanguard Growth ETF (VUG) stake by 2.2% in Q1 2026, selling an estimated $42K and leaving 23,772 shares worth $1.73M. The position accounts for 1.4% of the portfolio, ranked #10.

NorthLanding Financial Partners first reported a position in VUG in Q3 2022 and has held it in 15 quarters since. The position peaked at $8.43M in Q1 2023. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • NorthLanding Financial Partners held 23,772 shares of Vanguard Growth ETF worth $1.73M as of Q1 2026.
  • NorthLanding Financial Partners sold 540 Vanguard Growth ETF shares in Q1 2026, an estimated $42K.
  • Vanguard Growth ETF made up 1.4% of NorthLanding Financial Partners's portfolio in Q1 2026, its #10 holding.
  • NorthLanding Financial Partners first reported a position in Vanguard Growth ETF in Q3 2022 and has held it in 15 quarters since.
  • NorthLanding Financial Partners's Vanguard Growth ETF position peaked at $8.43M in Q1 2023.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on NorthLanding Financial Partners's 13F filing for Q1 2026, filed 27 Apr 2026.