BFIM
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Beese Fulmer Investment Management’s Vanguard Growth ETF VUG Stock Holding History

Beese Fulmer Investment 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 		$681K Buy
9,354
+6
+0.1% +$467 0.04% 182
2025
Q4 		$760K Buy
9,348
+6
+0.1% +$487 0.05% 164
2025
Q3 		$747K Sell
9,342
-150
-2% -$11.5K 0.05% 160
2025
Q2 		$693K Buy
9,492
+1,284
+16% +$84.5K 0.05% 157
2025
Q1 		$507K Buy
8,208
+1,428
+21% +$96.3K 0.04% 150
2024
Q4 		$464K Sell
6,780
-3,372
-33% -$227K 0.04% 155
2024
Q3 		$650K Buy
10,152
+30
+0.3% +$1.86K 0.06% 135
2024
Q2 		$631K Sell
10,122
-408
-4% -$23.8K 0.06% 137
2024
Q1 		$604K Buy
10,530
+420
+4% +$23.1K 0.06% 140
2023
Q4 		$524K Buy
10,110
+6
+0.1% +$290 0.05% 145
2023
Q3 		$459K Buy
10,104
+24
+0.2% +$1.13K 0.05% 149
2023
Q2 		$475K Hold
10,080
– – 0.05% 151
2023
Q1 		$419K Sell
10,080
-1,218
-11% -$47.4K 0.05% 161
2022
Q4 		$401K Buy
11,298
+54
+0.5% +$1.99K 0.05% 167
2022
Q3 		$401K Sell
11,244
-1,248
-10% -$50.2K 0.05% 155
2022
Q2 		$464K Buy
12,492
+462
+4% +$19K 0.06% 150
2022
Q1 		$577K Buy
12,030
+1,872
+18% +$88.5K 0.06% 146
2021
Q4 		$543K Sell
10,158
-408
-4% -$21.3K 0.06% 155
2021
Q3 		$511K Buy
10,566
+4,038
+62% +$201K 0.06% 155
2021
Q2 		$312K Buy
6,528
+606
+10% +$27.5K 0.04% 177
2021
Q1 		$254K Sell
5,922
-2,490
-30% -$107K 0.03% 191
2020
Q4 		$355K Buy
8,412
+288
+4% +$11.5K 0.05% 156
2020
Q3 		$308K Buy
8,124
+204
+3% +$7.53K 0.04% 154
2020
Q2 		$267K Sell
7,920
-720
-8% -$22.1K 0.04% 159
2020
Q1 		$226K Buy
8,640
+882
+11% +$26.4K 0.04% 159
2019
Q4 		$236K Hold
7,758
– – 0.03% 179
2019
Q3 		$215K Hold
7,758
– – 0.03% 189
2019
Q2 		$211K Sell
7,758
-600
-7% -$16K 0.04% 164
2019
Q1 		$218K Buy
+8,358
New +$206K 0.04% 161
2018
Q4 		– Sell
-8,358
Closed -$224K – 186
2018
Q3 		$224K Hold
8,358
– – 0.04% 168
2018
Q2 		$209K Buy
+8,358
New +$205K 0.04% 181

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

Beese Fulmer Investment Management's VUG Position: Q1 2026 in Review

Beese Fulmer Investment Management increased its Vanguard Growth ETF (VUG) stake by 0.06% in Q1 2026, buying an estimated $467 and bringing the position to 9,354 shares worth $681K. The position accounts for 0.04% of the portfolio, ranked #182.

Beese Fulmer Investment Management first reported a position in VUG in Q2 2018 and has held it in 31 quarters since. The position peaked at $760K in Q4 2025. 2,721 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Beese Fulmer Investment Management held 9,354 shares of Vanguard Growth ETF worth $681K as of Q1 2026.
  • Beese Fulmer Investment Management bought 6 Vanguard Growth ETF shares in Q1 2026, an estimated $467.
  • Vanguard Growth ETF made up 0.04% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #182 holding.
  • Beese Fulmer Investment Management first reported a position in Vanguard Growth ETF in Q2 2018 and has held it in 31 quarters since.
  • Beese Fulmer Investment Management's Vanguard Growth ETF position peaked at $760K in Q4 2025.
  • 2,721 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.