Plan Group Financial’s Vanguard Growth ETF VUG Stock Holding History

Plan Group Financial’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	$479K	Buy	6,582 +564	+9%	+$43.9K	0.11%	129
2025 Q4	$489K	Sell	6,018 -1,620	-21%	-$131K	0.13%	118
2025 Q3	$610K	Sell	7,638 -16,782	-69%	-$1.28M	0.16%	109
2025 Q2	$1.78M	Buy	24,420 +14,178	+138%	+$933K	0.59%	55
2025 Q1	$633K	Buy	10,242 +7,164	+233%	+$483K	0.23%	84
2024 Q4	$211K	Sell	3,078 -354	-10%	-$23.8K	0.11%	107
2024 Q3	$220K	Buy	3,432 +192	+6%	+$11.9K	0.12%	104
2024 Q2	$202K	Buy	+3,240	New	+$189K	0.12%	95
2023 Q3	–	Sell	-13,962	Closed	-$658K	–	93
2023 Q2	$658K	Buy	+13,962	New	+$605K	0.55%	33

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

Plan Group Financial's VUG Position: Q1 2026 in Review

Plan Group Financial increased its Vanguard Growth ETF (VUG) stake by 9.4% in Q1 2026, buying an estimated $43.9K and bringing the position to 6,582 shares worth $479K. The position accounts for 0.11% of the portfolio, ranked #129.

Plan Group Financial first reported a position in VUG in Q2 2023 and has held it in 9 quarters since. The position peaked at $1.78M in Q2 2025. 2,721 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Plan Group Financial held 6,582 shares of Vanguard Growth ETF worth $479K as of Q1 2026.
Plan Group Financial bought 564 Vanguard Growth ETF shares in Q1 2026, an estimated $43.9K.
Vanguard Growth ETF made up 0.11% of Plan Group Financial's portfolio in Q1 2026, its #129 holding.
Plan Group Financial first reported a position in Vanguard Growth ETF in Q2 2023 and has held it in 9 quarters since.
Plan Group Financial's Vanguard Growth ETF position peaked at $1.78M in Q2 2025.
2,721 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.