TFC Financial Management’s Vanguard Growth ETF VUG Stock Holding History

TFC Financial Management’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	$327K	Buy	4,488 +1,086	+32%	+$84.5K	0.04%	100
2025 Q4	$277K	Sell	3,402 -582	-15%	-$47.2K	0.03%	114
2025 Q3	$319K	Hold	3,984	–	–	0.04%	96
2025 Q2	$291K	Sell	3,984 -636	-14%	-$41.9K	0.04%	103
2025 Q1	$286K	Hold	4,620	–	–	0.04%	98
2024 Q4	$316K	Hold	4,620	–	–	0.05%	96
2024 Q3	$296K	Hold	4,620	–	–	0.05%	105
2024 Q2	$288K	Hold	4,620	–	–	0.05%	93
2024 Q1	$265K	Buy	4,620 +6	+0.1%	+$330	0.05%	97
2023 Q4	$239K	Hold	4,614	–	–	0.05%	100
2023 Q3	$209K	Sell	4,614 -210	-4%	-$9.92K	0.05%	102
2023 Q2	$228K	Buy	4,824 +576	+14%	+$25K	0.06%	98
2023 Q1	$177K	Sell	4,248 -312	-7%	-$12.1K	0.05%	118
2022 Q4	$162K	Hold	4,560	–	–	0.05%	108
2022 Q3	$163K	Hold	4,560	–	–	0.05%	103
2022 Q2	$169K	Buy	4,560 +798	+21%	+$32.8K	0.05%	107
2022 Q1	$180K	Sell	3,762 -2,148	-36%	-$102K	0.05%	109
2021 Q4	$316K	Sell	5,910 -222	-4%	-$11.6K	0.1%	78
2021 Q3	$297K	Sell	6,132 -780	-11%	-$38.8K	0.1%	76
2021 Q2	$330K	Hold	6,912	–	–	0.11%	68
2021 Q1	$296K	Sell	6,912 -828	-11%	-$35.4K	0.12%	72
2020 Q4	$327K	Buy	7,740 +6,060	+361%	+$242K	0.14%	69
2020 Q3	$64K	Buy	+1,680	New	+$62K	0.03%	156

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

TFC Financial Management's VUG Position: Q1 2026 in Review

TFC Financial Management increased its Vanguard Growth ETF (VUG) stake by 32% in Q1 2026, buying an estimated $84.5K and bringing the position to 4,488 shares worth $327K. The position accounts for 0.04% of the portfolio, ranked #100.

TFC Financial Management first reported a position in VUG in Q3 2020 and has held it in 23 quarters since. The position peaked at $330K in Q2 2021. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

TFC Financial Management held 4,488 shares of Vanguard Growth ETF worth $327K as of Q1 2026.
TFC Financial Management bought 1,086 Vanguard Growth ETF shares in Q1 2026, an estimated $84.5K.
Vanguard Growth ETF made up 0.04% of TFC Financial Management's portfolio in Q1 2026, its #100 holding.
TFC Financial Management first reported a position in Vanguard Growth ETF in Q3 2020 and has held it in 23 quarters since.
TFC Financial Management's Vanguard Growth ETF position peaked at $330K in Q2 2021.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.