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

Taylor Financial Group’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	$26.5M	Sell	363,924 -4,176	-1%	-$325K	16.06%	1
2025 Q4	$29.9M	Sell	368,100 -3,534	-1%	-$287K	17.59%	1
2025 Q3	$29.7M	Sell	371,634 -4,284	-1%	-$327K	17.09%	1
2025 Q2	$27.5M	Buy	375,918 +14,076	+4%	+$927K	17.15%	1
2025 Q1	$22.4M	Buy	361,842 +4,116	+1%	+$278K	15.56%	1
2024 Q4	$24.5M	Sell	357,726 -3,846	-1%	-$258K	16.95%	1
2024 Q3	$23.1M	Sell	361,572 -1,686	-0.5%	-$105K	15.99%	1
2024 Q2	$22.6M	Buy	363,258 +5,688	+2%	+$332K	17.4%	1
2024 Q1	$20.5M	Sell	357,570 -1,194	-0.3%	-$65.7K	15.62%	2
2023 Q4	$18.6M	Buy	+358,764	New	+$17.3M	15.29%	2

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

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

Taylor Financial Group reduced its Vanguard Growth ETF (VUG) stake by 1.1% in Q1 2026, selling an estimated $325K and leaving 363,924 shares worth $26.5M. The position accounts for 16.06% of the portfolio, ranked #1.

Taylor Financial Group first reported a position in VUG in Q4 2023 and has held it in 10 quarters since. The position peaked at $29.9M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Taylor Financial Group held 363,924 shares of Vanguard Growth ETF worth $26.5M as of Q1 2026.
Taylor Financial Group sold 4,176 Vanguard Growth ETF shares in Q1 2026, an estimated $325K.
Vanguard Growth ETF made up 16.06% of Taylor Financial Group's portfolio in Q1 2026, its #1 holding.
Taylor Financial Group first reported a position in Vanguard Growth ETF in Q4 2023 and has held it in 10 quarters since.
Taylor Financial Group's Vanguard Growth ETF position peaked at $29.9M in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Taylor Financial Group's 13F filing for Q1 2026, filed 14 May 2026.