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Perennial Investment Advisors’s Vanguard Growth ETF VUG Stock Holding History

Perennial Investment Advisors’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 		$10.9M Buy
150,114
+10,806
+8% +$841K 0.87% 22
2025
Q4 		$11.3M Buy
139,308
+1,992
+1% +$162K 0.89% 19
2025
Q3 		$11M Buy
137,316
+4,686
+4% +$358K 0.91% 19
2025
Q2 		$9.69M Buy
132,630
+6,138
+5% +$404K 0.94% 22
2025
Q1 		$7.82M Buy
126,492
+1,794
+1% +$121K 0.88% 26
2024
Q4 		$8.53M Buy
124,698
+9,450
+8% +$635K 1% 27
2024
Q3 		$7.37M Buy
115,248
+3,384
+3% +$210K 0.96% 22
2024
Q2 		$6.97M Buy
111,864
+5,772
+5% +$337K 1% 21
2024
Q1 		$6.09M Buy
106,092
+1,476
+1% +$81.2K 0.92% 24
2023
Q4 		$5.42M Buy
104,616
+5,154
+5% +$249K 0.9% 26
2023
Q3 		$4.51M Buy
99,462
+2,208
+2% +$104K 0.82% 28
2023
Q2 		$4.59M Buy
97,254
+4,380
+5% +$190K 0.81% 26
2023
Q1 		$3.86M Buy
92,874
+14,814
+19% +$576K 0.72% 30
2022
Q4 		$2.77M Buy
78,060
+12,558
+19% +$462K 1.13% 18
2022
Q3 		$2.34M Buy
65,502
+40,248
+159% +$1.62M 1.06% 23
2022
Q2 		$938K Sell
25,254
-1,536
-6% -$63.1K 0.37% 58
2022
Q1 		$1.28M Sell
26,790
-3,552
-12% -$168K 0.41% 47
2021
Q4 		$1.62M Sell
30,342
-4,398
-13% -$229K 0.51% 39
2021
Q3 		$1.68M Buy
34,740
+5,880
+20% +$293K 0.59% 31
2021
Q2 		$1.38M Sell
28,860
-450
-2% -$20.4K 0.5% 39
2021
Q1 		$1.26M Hold
29,310
– – 0.5% 44
2020
Q4 		$1.24M Buy
29,310
+6
+0% +$239 0.53% 40
2020
Q3 		$1.11M Hold
29,304
– – 0.56% 38
2020
Q2 		$987K Buy
29,304
+270
+0.9% +$8.3K 0.67% 30
2020
Q1 		$758K Sell
29,034
-2,436
-8% -$73K 0.67% 34
2019
Q4 		$955K Buy
+31,470
New +$909K 0.75% 35

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

Perennial Investment Advisors's VUG Position: Q1 2026 in Review

Perennial Investment Advisors increased its Vanguard Growth ETF (VUG) stake by 7.8% in Q1 2026, buying an estimated $841K and bringing the position to 150,114 shares worth $10.9M. The position accounts for 0.87% of the portfolio, ranked #22.

Perennial Investment Advisors first reported a position in VUG in Q4 2019 and has held it in 26 quarters since. The position peaked at $11.3M in Q4 2025. 2,721 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Perennial Investment Advisors held 150,114 shares of Vanguard Growth ETF worth $10.9M as of Q1 2026.
  • Perennial Investment Advisors bought 10,806 Vanguard Growth ETF shares in Q1 2026, an estimated $841K.
  • Vanguard Growth ETF made up 0.87% of Perennial Investment Advisors's portfolio in Q1 2026, its #22 holding.
  • Perennial Investment Advisors first reported a position in Vanguard Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Perennial Investment Advisors's Vanguard Growth ETF position peaked at $11.3M in Q4 2025.
  • 2,721 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.