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AIMZ Investment Advisors’s Vanguard Growth ETF VUG Stock Holding History

AIMZ Investment Advisors’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 		$890K Sell
12,228
-306
-2% -$23.8K 0.28% 74
2025
Q4 		$1.02M Sell
12,534
-534
-4% -$43.3K 0.29% 75
2025
Q3 		$1.04M Buy
13,068
+6,612
+102% +$505K 0.33% 71
2025
Q2 		$472K Sell
6,456
-390
-6% -$25.7K 0.16% 92
2025
Q1 		$423K Hold
6,846
– – 0.15% 94
2024
Q4 		$468K Buy
6,846
+1,212
+22% +$81.4K 0.16% 90
2024
Q3 		$360K Sell
5,634
-30
-0.5% -$1.86K 0.12% 98
2024
Q2 		$353K Buy
5,664
+606
+12% +$35.3K 0.13% 96
2024
Q1 		$290K Hold
5,058
– – 0.11% 101
2023
Q4 		$262K Buy
5,058
+6
+0.1% +$290 0.11% 104
2023
Q3 		$229K Buy
5,052
+540
+12% +$25.5K 0.1% 107
2023
Q2 		$213K Buy
+4,512
New +$196K 0.09% 108
2022
Q1 		– Sell
-3,984
Closed -$213K – 119
2021
Q4 		$213K Buy
+3,984
New +$208K 0.08% 112
2020
Q1 		– Sell
-17,412
Closed -$529K – 98
2019
Q4 		$529K Buy
17,412
+2,166
+14% +$62.5K 0.34% 71
2019
Q3 		$423K Sell
15,246
-294
-2% -$8.16K 0.29% 73
2019
Q2 		$423K Buy
15,540
+6
+0% +$160 0.29% 73
2019
Q1 		$405K Hold
15,534
– – 0.28% 74
2018
Q4 		$348K Sell
15,534
-588
-4% -$14.2K 0.27% 76
2018
Q3 		$433K Buy
16,122
+2,100
+15% +$54.9K 0.28% 74
2018
Q2 		$350K Sell
14,022
-1,794
-11% -$44K 0.25% 80
2018
Q1 		$374K Buy
+15,816
New +$386K 0.27% 77

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

AIMZ Investment Advisors's VUG Position: Q1 2026 in Review

AIMZ Investment Advisors reduced its Vanguard Growth ETF (VUG) stake by 2.4% in Q1 2026, selling an estimated $23.8K and leaving 12,228 shares worth $890K. The position accounts for 0.28% of the portfolio, ranked #74.

AIMZ Investment Advisors first reported a position in VUG in Q1 2018 and has held it in 21 quarters since. The position peaked at $1.04M in Q3 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • AIMZ Investment Advisors held 12,228 shares of Vanguard Growth ETF worth $890K as of Q1 2026.
  • AIMZ Investment Advisors sold 306 Vanguard Growth ETF shares in Q1 2026, an estimated $23.8K.
  • Vanguard Growth ETF made up 0.28% of AIMZ Investment Advisors's portfolio in Q1 2026, its #74 holding.
  • AIMZ Investment Advisors first reported a position in Vanguard Growth ETF in Q1 2018 and has held it in 21 quarters since.
  • AIMZ Investment Advisors's Vanguard Growth ETF position peaked at $1.04M in Q3 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on AIMZ Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.