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Rossby Financial’s Vanguard Growth ETF VUG Stock Holding History

Rossby 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 		$5.52M Buy
75,000
+25,002
+50% +$1.94M 1.13% 14
2025
Q4 		$4.07M Buy
49,998
+46,224
+1,225% +$3.75M 1.25% 13
2025
Q3 		$303K Buy
3,774
+132
+4% +$10.1K 0.1% 204
2025
Q2 		$266K Buy
3,642
+1,086
+42% +$71.5K 0.1% 206
2025
Q1 		$160K Buy
+2,556
New +$172K 0.07% 268

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

Rossby Financial's VUG Position: Q1 2026 in Review

Rossby Financial increased its Vanguard Growth ETF (VUG) stake by 50% in Q1 2026, buying an estimated $1.94M and bringing the position to 75,000 shares worth $5.52M. The position accounts for 1.13% of the portfolio, ranked #14.

Rossby Financial first reported a position in VUG in Q1 2025 and has held it in 5 quarters since. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Rossby Financial held 75,000 shares of Vanguard Growth ETF worth $5.52M as of Q1 2026.
  • Rossby Financial bought 25,002 Vanguard Growth ETF shares in Q1 2026, an estimated $1.94M.
  • Vanguard Growth ETF made up 1.13% of Rossby Financial's portfolio in Q1 2026, its #14 holding.
  • Rossby Financial first reported a position in Vanguard Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.