Personal CFO Solutions’s Vanguard Growth ETF VUG Stock Holding History

Personal CFO Solutions’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	$1.13M	Sell	15,468 -732	-5%	-$56.9K	0.16%	114
2025 Q4	$1.32M	Sell	16,200 -108	-0.7%	-$8.77K	0.21%	86
2025 Q3	$1.3M	Buy	+16,308	New	+$1.25M	0.23%	82
2025 Q2	–	Sell	-10,674	Closed	-$660K	–	512
2025 Q1	$660K	Buy	10,674 +4,350	+69%	+$293K	0.13%	170
2024 Q4	$433K	Buy	6,324 +2,196	+53%	+$148K	0.09%	229
2024 Q3	$264K	Buy	4,128 +486	+13%	+$30.1K	0.04%	460
2024 Q2	$227K	Buy	3,642 +102	+3%	+$5.95K	0.03%	465
2024 Q1	$203K	Buy	+3,540	New	+$195K	0.03%	526

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

Personal CFO Solutions's VUG Position: Q1 2026 in Review

Personal CFO Solutions reduced its Vanguard Growth ETF (VUG) stake by 4.5% in Q1 2026, selling an estimated $56.9K and leaving 15,468 shares worth $1.13M. The position accounts for 0.16% of the portfolio, ranked #114.

Personal CFO Solutions first reported a position in VUG in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.32M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Personal CFO Solutions held 15,468 shares of Vanguard Growth ETF worth $1.13M as of Q1 2026.
Personal CFO Solutions sold 732 Vanguard Growth ETF shares in Q1 2026, an estimated $56.9K.
Vanguard Growth ETF made up 0.16% of Personal CFO Solutions's portfolio in Q1 2026, its #114 holding.
Personal CFO Solutions first reported a position in Vanguard Growth ETF in Q1 2024 and has held it in 8 quarters since.
Personal CFO Solutions's Vanguard Growth ETF position peaked at $1.32M in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.