Continental Investors Services’s Vanguard Growth ETF VUG Stock Holding History

Continental Investors Services’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	$614K	Buy	42,414 +35,730	+535%	+$2.78M	0.58%	39
2025 Q4	$537K	Sell	6,684 -126	-2%	-$10.2K	0.69%	41
2025 Q3	$543K	Sell	6,810 -348	-5%	-$26.6K	0.81%	36
2025 Q2	$523K	Sell	7,158 -144	-2%	-$9.48K	0.94%	31
2025 Q1	$451K	Buy	7,302 +48	+0.7%	+$3.24K	0.9%	32
2024 Q4	$496K	Sell	7,254 -24	-0.3%	-$1.61K	0.98%	28
2024 Q3	$460K	Sell	7,278 -492	-6%	-$30.5K	0.94%	32
2024 Q2	$484K	Hold	7,770	–	–	1.08%	27
2024 Q1	$446K	Sell	7,770 -96	-1%	-$5.28K	1.06%	27
2023 Q4	$408K	Buy	7,866 +168	+2%	+$8.11K	1.06%	26
2023 Q3	$349K	Sell	7,698 -8,934	-54%	-$422K	1.06%	30
2023 Q2	$798K	Buy	16,632 +8,316	+100%	+$361K	0.94%	24
2023 Q1	$346K	Hold	8,316	–	–	0.98%	25
2022 Q4	$295K	Hold	8,316	–	–	0.92%	29
2022 Q3	$297K	Hold	8,316	–	–	0.89%	26
2022 Q2	$309K	Buy	8,316 +798	+11%	+$32.8K	0.9%	26
2022 Q1	$402K	Sell	7,518 -378	-5%	-$17.9K	1.05%	23
2021 Q4	$378K	Buy	+7,896	New	+$411K	1.01%	27

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

Continental Investors Services's VUG Position: Q1 2026 in Review

Continental Investors Services increased its Vanguard Growth ETF (VUG) stake by 535% in Q1 2026, buying an estimated $2.78M and bringing the position to 42,414 shares worth $614K. The position accounts for 0.58% of the portfolio, ranked #39.

Continental Investors Services first reported a position in VUG in Q4 2021 and has held it in 18 quarters since. The position peaked at $798K in Q2 2023. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Continental Investors Services held 42,414 shares of Vanguard Growth ETF worth $614K as of Q1 2026.
Continental Investors Services bought 35,730 Vanguard Growth ETF shares in Q1 2026, an estimated $2.78M.
Vanguard Growth ETF made up 0.58% of Continental Investors Services's portfolio in Q1 2026, its #39 holding.
Continental Investors Services first reported a position in Vanguard Growth ETF in Q4 2021 and has held it in 18 quarters since.
Continental Investors Services's Vanguard Growth ETF position peaked at $798K in Q2 2023.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Continental Investors Services's 13F filing for Q1 2026, filed 15 May 2026.