Pacific Financial Group’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.57M | Sell |
90,186
-9,150
| -9% | -$712K | 3.54% | 6 |
|
|
2025
Q4 | $8.08M | Buy |
99,336
+55,128
| +125% | +$4.47M | 4.49% | 4 |
|
|
2025
Q3 | $3.53M | Sell |
44,208
-1,650
| -4% | -$126K | 2.62% | 11 |
|
|
2025
Q2 | $3.35M | Sell |
45,858
-3,804
| -8% | -$250K | 2.62% | 11 |
|
|
2025
Q1 | $3.07M | Sell |
49,662
-1,260
| -2% | -$85K | 2.48% | 11 |
|
|
2024
Q4 | $3.48M | Sell |
50,922
-6,114
| -11% | -$411K | 2.58% | 11 |
|
|
2024
Q3 | $3.65M | Sell |
57,036
-1,494
| -3% | -$92.6K | 2.68% | 11 |
|
|
2024
Q2 | $3.65M | Buy |
58,530
+954
| +2% | +$55.6K | 2.59% | 11 |
|
|
2024
Q1 | $3.3M | Buy |
57,576
+2,298
| +4% | +$126K | 2.28% | 12 |
|
|
2023
Q4 | $2.86M | Sell |
55,278
-72
| -0.1% | -$3.48K | 2.13% | 13 |
|
|
2023
Q3 | $2.51M | Buy |
55,350
+38,412
| +227% | +$1.81M | 1.64% | 20 |
|
|
2023
Q2 | $799K | Sell |
16,938
-168
| -1% | -$7.29K | 0.52% | 37 |
|
|
2023
Q1 | $711K | Sell |
17,106
-4,662
| -21% | -$181K | 0.54% | 33 |
|
|
2022
Q4 | $773K | Buy |
21,768
+2,928
| +16% | +$108K | 0.58% | 29 |
|
|
2022
Q3 | $672K | Sell |
18,840
-3,720
| -16% | -$150K | 0.6% | 32 |
|
|
2022
Q2 | $838K | Buy |
22,560
+732
| +3% | +$30.1K | 0.62% | 32 |
|
|
2022
Q1 | $1.05M | Buy |
21,828
+312
| +1% | +$14.8K | 0.68% | 32 |
|
|
2021
Q4 | $1.1M | Sell |
21,516
-1,410
| -6% | -$73.5K | 0.72% | 32 |
|
|
2021
Q3 | $1.11M | Sell |
22,926
-2,250
| -9% | -$112K | 0.79% | 32 |
|
|
2021
Q2 | $1.2M | Sell |
25,176
-7,092
| -22% | -$322K | 0.83% | 34 |
|
|
2021
Q1 | $1.38M | Buy |
32,268
+1,206
| +4% | +$51.6K | 1.12% | 23 |
|
|
2020
Q4 | $1.31M | Sell |
31,062
-154,506
| -83% | -$6.17M | 1.16% | 26 |
|
|
2020
Q3 | $7.04M | Buy |
185,568
+15,366
| +9% | +$567K | 5.53% | 3 |
|
|
2020
Q2 | $4.45M | Sell |
170,202
-4,884
| -3% | -$150K | 4.63% | 5 |
|
|
2020
Q1 | $4.57M | Buy |
175,086
+16,488
| +10% | +$494K | 4.72% | 5 |
|
|
2019
Q4 | $4.82M | Buy |
158,598
+134,304
| +553% | +$3.88M | 0.47% | 35 |
|
|
2019
Q3 | $662K | Sell |
24,294
-486
| -2% | -$13.5K | 0.07% | 62 |
|
|
2019
Q2 | $646K | Buy |
24,780
+11,142
| +82% | +$298K | 0.08% | 58 |
|
|
2019
Q1 | $356K | Buy |
+13,638
| New | +$337K | 0.04% | 63 |
|
|
2015
Q1 | – | Sell |
-35,190
| Closed | -$612K | – | 190 |
|
|
2014
Q4 | $612K | Buy |
+35,190
| New | +$598K | 0.18% | 30 |
|
|
2014
Q2 | – | Sell |
-1,123,860
| Closed | -$17.5M | – | 65 |
|
|
2014
Q1 | $17.5M | Buy |
+1,123,860
| New | +$17.4M | 7.3% | 3 |
|
Other funds holding VUG
EWA
Pacific Financial Group's VUG Position: Q1 2026 in Review
Pacific Financial Group reduced its Vanguard Growth ETF (VUG) stake by 9.2% in Q1 2026, selling an estimated $712K and leaving 90,186 shares worth $6.57M. The position accounts for 3.54% of the portfolio, ranked #6.
Pacific Financial Group first reported a position in VUG in Q1 2014 and has held it in 31 quarters since. The position peaked at $17.5M in Q1 2014. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.
- Pacific Financial Group held 90,186 shares of Vanguard Growth ETF worth $6.57M as of Q1 2026.
- Pacific Financial Group sold 9,150 Vanguard Growth ETF shares in Q1 2026, an estimated $712K.
- Vanguard Growth ETF made up 3.54% of Pacific Financial Group's portfolio in Q1 2026, its #6 holding.
- Pacific Financial Group first reported a position in Vanguard Growth ETF in Q1 2014 and has held it in 31 quarters since.
- Pacific Financial Group's Vanguard Growth ETF position peaked at $17.5M in Q1 2014.
- 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.
Based on Pacific Financial Group's 13F filing for Q1 2026, filed 14 May 2026.