Paladin Advisory Group’s Vanguard Growth ETF VUG Stock Holding History

Paladin Advisory 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
2023 Q1	–	Sell	-2,676	Closed	-$95.1K	–	508
2022 Q4	$95.1K	Buy	2,676 +6	+0.2%	+$221	0.08%	125
2022 Q3	$95K	Buy	2,670 +6	+0.2%	+$241	0.09%	125
2022 Q2	$99K	Buy	+2,664	New	+$109K	0.09%	126
2022 Q1	–	Sell	-2,364	Closed	-$126K	–	527
2021 Q4	$126K	Buy	+2,364	New	+$123K	0.1%	120

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

Paladin Advisory Group's VUG Position: Q1 2026 in Review

Paladin Advisory Group reduced its Vanguard Growth ETF (VUG) stake by 0.88% in Q1 2026, selling an estimated $1.4K and leaving 2,034 shares worth $148K. The position accounts for 0.11% of the portfolio, ranked #100.

Paladin Advisory Group first reported a position in VUG in Q1 2022 and has held it in 14 quarters since. The position peaked at $170K in Q3 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Paladin Advisory Group held 2,034 shares of Vanguard Growth ETF worth $148K as of Q1 2026.
Paladin Advisory Group sold 18 Vanguard Growth ETF shares in Q1 2026, an estimated $1.4K.
Vanguard Growth ETF made up 0.11% of Paladin Advisory Group's portfolio in Q1 2026, its #100 holding.
Paladin Advisory Group first reported a position in Vanguard Growth ETF in Q1 2022 and has held it in 14 quarters since.
Paladin Advisory Group's Vanguard Growth ETF position peaked at $170K in Q3 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.