PPW
VUG icon

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

Pasadena 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
2020
Q2 		– Sell
-4,200
Closed -$5K – 92
2020
Q1 		$5K Buy
+4,200
New +$126K ﹤0.01% 75

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Pasadena Private Wealth increased its Vanguard Growth ETF (VUG) stake by 0.13% in Q1 2026, buying an estimated $107K and bringing the position to 1,079,718 shares worth $78.6M. The position accounts for 10.87% of the portfolio, ranked #2.

Pasadena Private Wealth first reported a position in VUG in Q4 2018 and has held it in 30 quarters since. The position peaked at $87.7M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Pasadena Private Wealth held 1,079,718 shares of Vanguard Growth ETF worth $78.6M as of Q1 2026.
  • Pasadena Private Wealth bought 1,374 Vanguard Growth ETF shares in Q1 2026, an estimated $107K.
  • Vanguard Growth ETF made up 10.87% of Pasadena Private Wealth's portfolio in Q1 2026, its #2 holding.
  • Pasadena Private Wealth first reported a position in Vanguard Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • Pasadena Private Wealth's Vanguard Growth ETF position peaked at $87.7M in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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