Peachtree Investment Partners’s Vanguard Growth ETF VUG Stock Holding History

Peachtree Investment Partners’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	$21.8K	Hold	300	–	–	0.01%	110
2025 Q4	$24.4K	Hold	300	–	–	0.01%	110
2025 Q3	$24K	Hold	300	–	–	0.01%	110
2025 Q2	$21.9K	Hold	300	–	–	0.01%	108
2025 Q1	$18.5K	Buy	300 +108	+56%	+$7.28K	0.01%	105
2024 Q4	$13.1K	Hold	192	–	–	﹤0.01%	95
2024 Q3	$12.3K	Hold	192	–	–	﹤0.01%	100
2024 Q2	$12K	Hold	192	–	–	﹤0.01%	88
2024 Q1	$11K	Hold	192	–	–	﹤0.01%	89
2023 Q4	$9.95K	Hold	192	–	–	﹤0.01%	97
2023 Q3	$8.71K	Buy	+192	New	+$9.07K	﹤0.01%	95

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

Peachtree Investment Partners's VUG Position: Q1 2026 in Review

Peachtree Investment Partners held its Vanguard Growth ETF (VUG) position steady in Q1 2026 at 300 shares worth $21.8K. The position accounts for 0.01% of the portfolio, ranked #110.

Peachtree Investment Partners first reported a position in VUG in Q3 2023 and has held it in 11 quarters since. The position peaked at $24.4K in Q4 2025. 2,721 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Peachtree Investment Partners held 300 shares of Vanguard Growth ETF worth $21.8K as of Q1 2026.
Peachtree Investment Partners left its Vanguard Growth ETF share count unchanged in Q1 2026.
Vanguard Growth ETF made up 0.01% of Peachtree Investment Partners's portfolio in Q1 2026, its #110 holding.
Peachtree Investment Partners first reported a position in Vanguard Growth ETF in Q3 2023 and has held it in 11 quarters since.
Peachtree Investment Partners's Vanguard Growth ETF position peaked at $24.4K in Q4 2025.
2,721 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Peachtree Investment Partners's 13F filing for Q1 2026, filed 8 May 2026.