AIA
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Angeles Investment Advisors’s Vanguard Growth ETF VUG Stock Holding History

Angeles 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
Q2 		$5.99M Buy
69,537
+2,463
+4% +$207K 0.36% 18
2026
Q1 		$4.88M Sell
67,074
-15,990
-19% -$1.24M 0.33% 17
2025
Q4 		$6.75M Sell
83,064
-258
-0.3% -$20.9K 0.45% 14
2025
Q3 		$6.66M Sell
83,322
-49,992
-37% -$3.82M 0.44% 12
2025
Q2 		$9.74M Buy
133,314
+1,374
+1% +$90.5K 0.55% 13
2025
Q1 		$8.15M Sell
131,940
-32,700
-20% -$2.2M 0.44% 18
2024
Q4 		$11.3M Sell
164,640
-36,150
-18% -$2.43M 0.54% 17
2024
Q3 		$12.8M Sell
200,790
-84,390
-30% -$5.23M 0.66% 16
2024
Q2 		$17.8M Buy
285,180
+141,330
+98% +$8.24M 0.91% 17
2024
Q1 		$8.25M Buy
143,850
+53,820
+60% +$2.96M 0.44% 20
2023
Q4 		$4.66M Sell
90,030
-82,362
-48% -$3.98M 0.28% 26
2023
Q3 		$7.82M Sell
172,392
-15,438
-8% -$729K 0.61% 17
2023
Q2 		$8.86M Sell
187,830
-2,310
-1% -$100K 0.75% 13
2023
Q1 		$7.9M Buy
190,140
+66,840
+54% +$2.6M 0.65% 16
2022
Q4 		$4.38M Buy
123,300
+10,890
+10% +$401K 0.37% 18
2022
Q3 		$4.01M Buy
112,410
+96,660
+614% +$3.89M 0.42% 15
2022
Q2 		$585K Hold
15,750
– – 0.05% 31
2022
Q1 		$755K Sell
15,750
-592,512
-97% -$28M 0.05% 33
2021
Q4 		$32.5M Buy
608,262
+326,220
+116% +$17M 1.62% 12
2021
Q3 		$13.6M Buy
282,042
+221,100
+363% +$11M 0.79% 20
2021
Q2 		$2.91M Buy
60,942
+24,732
+68% +$1.12M 0.18% 32
2021
Q1 		$1.55M Buy
36,210
+20,880
+136% +$893K 0.12% 33
2020
Q4 		$647K Buy
15,330
+4,074
+36% +$163K 0.07% 63
2020
Q3 		$427K Buy
11,256
+2,316
+26% +$85.5K 0.05% 72
2020
Q2 		$301K Buy
+8,940
New +$275K 0.04% 79

Other funds holding VUG

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Angeles Investment Advisors's VUG Position: Q2 2026 in Review

Angeles Investment Advisors increased its Vanguard Growth ETF (VUG) stake by 3.7% in Q2 2026, buying an estimated $207K and bringing the position to 69,537 shares worth $5.99M. The position accounts for 0.36% of the portfolio, ranked #18.

Angeles Investment Advisors first reported a position in VUG in Q2 2020 and has held it in 25 quarters since. The position peaked at $32.5M in Q4 2021. 1,061 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Angeles Investment Advisors held 69,537 shares of Vanguard Growth ETF worth $5.99M as of Q2 2026.
  • Angeles Investment Advisors bought 2,463 Vanguard Growth ETF shares in Q2 2026, an estimated $207K.
  • Vanguard Growth ETF made up 0.36% of Angeles Investment Advisors's portfolio in Q2 2026, its #18 holding.
  • Angeles Investment Advisors first reported a position in Vanguard Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • Angeles Investment Advisors's Vanguard Growth ETF position peaked at $32.5M in Q4 2021.
  • 1,061 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Angeles Investment Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.