PP
VUG icon

PDS Planning’s Vanguard Growth ETF VUG Stock Holding History

PDS Planning’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 		$1.06M Buy
14,496
+30
+0.2% +$2.33K 0.07% 132
2025
Q4 		$1.18M Sell
14,466
-84
-0.6% -$6.82K 0.08% 121
2025
Q3 		$1.16M Sell
14,550
-114
-0.8% -$8.71K 0.08% 116
2025
Q2 		$1.07M Hold
14,664
– – 0.08% 115
2025
Q1 		$906K Buy
14,664
+6
+0% +$405 0.08% 113
2024
Q4 		$1M Sell
14,658
-90
-0.6% -$6.05K 0.09% 98
2024
Q3 		$944K Sell
14,748
-408
-3% -$25.3K 0.08% 102
2024
Q2 		$945K Buy
15,156
+396
+3% +$23.1K 0.1% 91
2024
Q1 		$847K Buy
14,760
+384
+3% +$21.1K 0.09% 94
2023
Q4 		$745K Sell
14,376
-96
-0.7% -$4.63K 0.08% 94
2023
Q3 		$657K Buy
14,472
+5,736
+66% +$271K 0.09% 103
2023
Q2 		$412K Buy
8,736
+12
+0.1% +$520 0.05% 159
2023
Q1 		$363K Buy
8,724
+12
+0.1% +$467 0.05% 162
2022
Q4 		$309K Sell
8,712
-1,578
-15% -$58K 0.05% 143
2022
Q3 		$367K Buy
10,290
+4,890
+91% +$197K 0.07% 108
2022
Q2 		$201K Sell
5,400
-498
-8% -$20.5K 0.04% 191
2022
Q1 		$283K Buy
5,898
+186
+3% +$8.8K 0.05% 156
2021
Q4 		$306K Sell
5,712
-222
-4% -$11.6K 0.06% 138
2021
Q3 		$287K Buy
5,934
+114
+2% +$5.67K 0.07% 137
2021
Q2 		$278K Sell
5,820
-342
-6% -$15.5K 0.07% 136
2021
Q1 		$264K Buy
+6,162
New +$264K 0.08% 123

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

PDS Planning's VUG Position: Q1 2026 in Review

PDS Planning increased its Vanguard Growth ETF (VUG) stake by 0.21% in Q1 2026, buying an estimated $2.33K and bringing the position to 14,496 shares worth $1.06M. The position accounts for 0.07% of the portfolio, ranked #132.

PDS Planning first reported a position in VUG in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.18M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • PDS Planning held 14,496 shares of Vanguard Growth ETF worth $1.06M as of Q1 2026.
  • PDS Planning bought 30 Vanguard Growth ETF shares in Q1 2026, an estimated $2.33K.
  • Vanguard Growth ETF made up 0.07% of PDS Planning's portfolio in Q1 2026, its #132 holding.
  • PDS Planning first reported a position in Vanguard Growth ETF in Q1 2021 and has held it in 21 quarters since.
  • PDS Planning's Vanguard Growth ETF position peaked at $1.18M in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.