Panoramic Investment Advisors’s Vanguard Growth ETF VUG Stock Holding History

Panoramic Investment Advisors’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	$6.5M	Buy	89,328 +6,480	+8%	+$504K	3.52%	4
2025 Q4	$6.74M	Buy	82,848 +12,312	+17%	+$999K	3.66%	2
2025 Q3	$5.64M	Buy	70,536 +13,356	+23%	+$1.02M	3.17%	4
2025 Q2	$4.18M	Buy	57,180 +8,862	+18%	+$583K	2.57%	6
2025 Q1	$2.99M	Buy	48,318 +804	+2%	+$54.2K	2.02%	10
2024 Q4	$3.25M	Buy	47,514 +4,866	+11%	+$327K	2.12%	9
2024 Q3	$2.73M	Buy	+42,648	New	+$2.64M	1.89%	13
2024 Q1	$1.76M	Sell	30,738 -120	-0.4%	-$6.6K	1.3%	22
2023 Q4	$1.6M	Sell	30,858 -2,142	-6%	-$103K	1.38%	20
2023 Q3	$1.5M	Buy	+33,000	New	+$1.56M	1.38%	22
2022 Q4	$1.23M	Buy	+34,638	New	+$1.27M	1.26%	21

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

Panoramic Investment Advisors's VUG Position: Q1 2026 in Review

Panoramic Investment Advisors increased its Vanguard Growth ETF (VUG) stake by 7.8% in Q1 2026, buying an estimated $504K and bringing the position to 89,328 shares worth $6.5M. The position accounts for 3.52% of the portfolio, ranked #4.

Panoramic Investment Advisors first reported a position in VUG in Q4 2022 and has held it in 11 quarters since. The position peaked at $6.74M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Panoramic Investment Advisors held 89,328 shares of Vanguard Growth ETF worth $6.5M as of Q1 2026.
Panoramic Investment Advisors bought 6,480 Vanguard Growth ETF shares in Q1 2026, an estimated $504K.
Vanguard Growth ETF made up 3.52% of Panoramic Investment Advisors's portfolio in Q1 2026, its #4 holding.
Panoramic Investment Advisors first reported a position in Vanguard Growth ETF in Q4 2022 and has held it in 11 quarters since.
Panoramic Investment Advisors's Vanguard Growth ETF position peaked at $6.74M in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.