Parcion Private Wealth’s Vanguard Growth ETF VUG Stock Holding History

Parcion Private Wealth’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	$246K	Buy	+3,384	New	+$263K	0.02%	375
2025 Q4	–	Sell	-3,384	Closed	-$271K	–	448
2025 Q3	$271K	Buy	+3,384	New	+$259K	0.02%	296
2021 Q4	–	Sell	-4,512	Closed	-$227K	–	206
2021 Q3	$227K	Hold	4,512	–	–	0.02%	186
2021 Q2	$216K	Sell	4,512 -1,164	-21%	-$52.9K	0.02%	186
2021 Q1	$243K	Buy	+5,676	New	+$243K	0.03%	180
2020 Q3	–	Sell	-13,350	Closed	-$467K	–	186
2020 Q2	$467K	Sell	13,350 -4,218	-24%	-$130K	0.08%	129
2020 Q1	$459K	Buy	17,568 +3,960	+29%	+$119K	0.13%	103
2019 Q4	$413K	Buy	+13,608	New	+$393K	0.09%	127

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

Parcion Private Wealth's VUG Position: Q1 2026 in Review

Parcion Private Wealth opened a new position in Vanguard Growth ETF (VUG) in Q1 2026: 3,384 shares worth $246K. The stake represents 0.02% of the portfolio and ranks #375 among its holdings. This is a return to the name: Parcion Private Wealth previously reported a position in VUG as recently as Q3 2025.

Parcion Private Wealth first reported a position in VUG in Q4 2019 and has held it in 8 quarters since. The position peaked at $467K in Q2 2020. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Parcion Private Wealth held 3,384 shares of Vanguard Growth ETF worth $246K as of Q1 2026.
Vanguard Growth ETF was a new Parcion Private Wealth position in Q1 2026.
Vanguard Growth ETF made up 0.02% of Parcion Private Wealth's portfolio in Q1 2026, its #375 holding.
Parcion Private Wealth first reported a position in Vanguard Growth ETF in Q4 2019 and has held it in 8 quarters since.
Parcion Private Wealth's Vanguard Growth ETF position peaked at $467K in Q2 2020.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Parcion Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.