ZF
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Zhang Financial’s Vanguard Growth ETF VUG Stock Holding History

Zhang 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 		$27.1M Buy
371,664
+66,882
+22% +$5.2M 0.94% 23
2025
Q4 		$24.8M Buy
304,782
+93,330
+44% +$7.57M 0.92% 24
2025
Q3 		$16.9M Buy
211,452
+63,108
+43% +$4.82M 0.69% 32
2025
Q2 		$10.8M Buy
148,344
+62,790
+73% +$4.13M 0.5% 40
2025
Q1 		$5.29M Buy
85,554
+24,774
+41% +$1.67M 0.28% 50
2024
Q4 		$4.16M Buy
60,780
+144
+0.2% +$9.67K 0.24% 52
2024
Q3 		$3.88M Hold
60,636
– – 0.24% 54
2024
Q2 		$3.78M Hold
60,636
– – 0.26% 52
2024
Q1 		$3.48M Sell
60,636
-2,292
-4% -$126K 0.26% 53
2023
Q4 		$3.26M Sell
62,928
-294
-0.5% -$14.2K 0.28% 50
2023
Q3 		$2.87M Hold
63,222
– – 0.29% 46
2023
Q2 		$2.98M Buy
63,222
+6
+0% +$260 0.31% 47
2023
Q1 		$2.63M Hold
63,216
– – 0.3% 54
2022
Q4 		$2.25M Buy
63,216
+47,802
+310% +$1.76M 0.29% 59
2022
Q3 		$550K Hold
15,414
– – 0.08% 125
2022
Q2 		$573K Sell
15,414
-960
-6% -$39.4K 0.09% 121
2022
Q1 		$785K Buy
16,374
+2,454
+18% +$116K 0.13% 98
2021
Q4 		$745K Hold
13,920
– – 0.13% 95
2021
Q3 		$673K Hold
13,920
– – 0.16% 74
2021
Q2 		$665K Sell
13,920
-540
-4% -$24.5K 0.16% 67
2021
Q1 		$619K Buy
14,460
+1,284
+10% +$54.9K 0.17% 65
2020
Q4 		$556K Sell
13,176
-366
-3% -$14.6K 0.17% 60
2020
Q3 		$514K Buy
13,542
+2,124
+19% +$78.4K 0.19% 54
2020
Q2 		$385K Hold
11,418
– – 0.15% 63
2020
Q1 		$298K Hold
11,418
– – 0.13% 71
2019
Q4 		$347K Hold
11,418
– – 0.13% 73
2019
Q3 		$316K Hold
11,418
– – 0.13% 68
2019
Q2 		$311K Buy
+11,418
New +$305K 0.13% 67

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

Zhang Financial's VUG Position: Q1 2026 in Review

Zhang Financial increased its Vanguard Growth ETF (VUG) stake by 22% in Q1 2026, buying an estimated $5.2M and bringing the position to 371,664 shares worth $27.1M. The position accounts for 0.94% of the portfolio, ranked #23.

Zhang Financial first reported a position in VUG in Q2 2019 and has held it in 28 quarters since. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Zhang Financial held 371,664 shares of Vanguard Growth ETF worth $27.1M as of Q1 2026.
  • Zhang Financial bought 66,882 Vanguard Growth ETF shares in Q1 2026, an estimated $5.2M.
  • Vanguard Growth ETF made up 0.94% of Zhang Financial's portfolio in Q1 2026, its #23 holding.
  • Zhang Financial first reported a position in Vanguard Growth ETF in Q2 2019 and has held it in 28 quarters since.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Zhang Financial's 13F filing for Q1 2026, filed 6 May 2026.