Cannell & Spears’s Vanguard Growth ETF VUG Stock Holding History

Cannell & Spears’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	$699K	Buy	9,606 +42	+0.4%	+$3.27K	0.01%	271
2025 Q4	$778K	Buy	9,564 +12	+0.1%	+$974	0.01%	259
2025 Q3	$764K	Buy	9,552 +6	+0.1%	+$458	0.01%	256
2025 Q2	$697K	Buy	9,546 +906	+10%	+$59.6K	0.01%	252
2025 Q1	$534K	Sell	8,640 -324	-4%	-$21.8K	0.01%	277
2024 Q4	$613K	Hold	8,964	–	–	0.01%	275
2024 Q3	$574K	Hold	8,964	–	–	0.01%	287
2024 Q2	$559K	Hold	8,964	–	–	0.01%	263
2024 Q1	$514K	Buy	+8,964	New	+$493K	0.01%	280

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cannell & Spears's VUG Position: Q1 2026 in Review

Cannell & Spears increased its Vanguard Growth ETF (VUG) stake by 0.44% in Q1 2026, buying an estimated $3.27K and bringing the position to 9,606 shares worth $699K. The position accounts for 0.01% of the portfolio, ranked #271.

Cannell & Spears first reported a position in VUG in Q1 2024 and has held it in 9 quarters since. The position peaked at $778K in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Cannell & Spears held 9,606 shares of Vanguard Growth ETF worth $699K as of Q1 2026.
Cannell & Spears bought 42 Vanguard Growth ETF shares in Q1 2026, an estimated $3.27K.
Vanguard Growth ETF made up 0.01% of Cannell & Spears's portfolio in Q1 2026, its #271 holding.
Cannell & Spears first reported a position in Vanguard Growth ETF in Q1 2024 and has held it in 9 quarters since.
Cannell & Spears's Vanguard Growth ETF position peaked at $778K in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Cannell & Spears's 13F filing for Q1 2026, filed 14 May 2026.