Parr McKnight Wealth Management Group’s Vanguard Growth ETF VUG Stock Holding History

Parr McKnight Wealth Management 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
2026 Q1	$1.46M	Sell	20,076 -47,148	-70%	-$3.67M	0.19%	140
2025 Q4	$5.47M	Buy	67,224 +50,844	+310%	+$4.13M	0.72%	40
2025 Q3	$1.31M	Hold	16,380	–	–	0.17%	146
2025 Q2	$1.2M	Sell	16,380 -96	-0.6%	-$6.32K	0.16%	159
2025 Q1	$1.02M	Buy	16,476 +324	+2%	+$21.8K	0.15%	166
2024 Q4	$1.1M	Buy	+16,152	New	+$1.09M	0.16%	142

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

Parr McKnight Wealth Management Group's VUG Position: Q1 2026 in Review

Parr McKnight Wealth Management Group reduced its Vanguard Growth ETF (VUG) stake by 70% in Q1 2026, selling an estimated $3.67M and leaving 20,076 shares worth $1.46M. The position accounts for 0.19% of the portfolio, ranked #140.

Parr McKnight Wealth Management Group first reported a position in VUG in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.47M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Parr McKnight Wealth Management Group held 20,076 shares of Vanguard Growth ETF worth $1.46M as of Q1 2026.
Parr McKnight Wealth Management Group sold 47,148 Vanguard Growth ETF shares in Q1 2026, an estimated $3.67M.
Vanguard Growth ETF made up 0.19% of Parr McKnight Wealth Management Group's portfolio in Q1 2026, its #140 holding.
Parr McKnight Wealth Management Group first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 6 quarters since.
Parr McKnight Wealth Management Group's Vanguard Growth ETF position peaked at $5.47M in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.