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Pinney & Scofield’s Vanguard Growth ETF VUG Stock Holding History

Pinney & Scofield’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 		$1.51M Buy
20,808
+7,392
+55% +$575K 0.82% 20
2025
Q4 		$1.09M Buy
13,416
+2,976
+29% +$242K 0.62% 22
2025
Q3 		$834K Sell
10,440
-204
-2% -$15.6K 0.52% 23
2025
Q2 		$778K Sell
10,644
-348
-3% -$22.9K 0.53% 25
2025
Q1 		$679K Buy
10,992
+3,024
+38% +$204K 0.49% 25
2024
Q4 		$545K Buy
+7,968
New +$535K 0.41% 28

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

Pinney & Scofield's VUG Position: Q1 2026 in Review

Pinney & Scofield increased its Vanguard Growth ETF (VUG) stake by 55% in Q1 2026, buying an estimated $575K and bringing the position to 20,808 shares worth $1.51M. The position accounts for 0.82% of the portfolio, ranked #20.

Pinney & Scofield first reported a position in VUG in Q4 2024 and has held it in 6 quarters since. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Pinney & Scofield held 20,808 shares of Vanguard Growth ETF worth $1.51M as of Q1 2026.
  • Pinney & Scofield bought 7,392 Vanguard Growth ETF shares in Q1 2026, an estimated $575K.
  • Vanguard Growth ETF made up 0.82% of Pinney & Scofield's portfolio in Q1 2026, its #20 holding.
  • Pinney & Scofield first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Pinney & Scofield's 13F filing for Q1 2026, filed 15 May 2026.