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Brooklyn Investment Group’s Vanguard Growth ETF VUG Stock Holding History

Brooklyn Investment Group’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 		$23.7M Buy
325,626
+148,050
+83% +$11.5M 0.74% 17
2025
Q4 		$14.6M Buy
+177,576
New +$14.4M 0.67% 19
2025
Q3 		– Sell
-2,550
Closed -$186K – 2665
2025
Q2 		$186K Buy
2,550
+618
+32% +$40.7K 0.02% 652
2025
Q1 		$119K Buy
1,932
+810
+72% +$54.6K 0.03% 487
2024
Q4 		$76.4K Buy
+1,122
New +$75.4K 0.02% 420

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

Brooklyn Investment Group's VUG Position: Q1 2026 in Review

Brooklyn Investment Group increased its Vanguard Growth ETF (VUG) stake by 83% in Q1 2026, buying an estimated $11.5M and bringing the position to 325,626 shares worth $23.7M. The position accounts for 0.74% of the portfolio, ranked #17.

Brooklyn Investment Group first reported a position in VUG in Q4 2024 and has held it in 5 quarters since. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Brooklyn Investment Group held 325,626 shares of Vanguard Growth ETF worth $23.7M as of Q1 2026.
  • Brooklyn Investment Group bought 148,050 Vanguard Growth ETF shares in Q1 2026, an estimated $11.5M.
  • Vanguard Growth ETF made up 0.74% of Brooklyn Investment Group's portfolio in Q1 2026, its #17 holding.
  • Brooklyn Investment Group first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 5 quarters since.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.