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Fairview Capital Investment Management’s Vanguard Growth ETF VUG Stock Holding History

Fairview Capital 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 		$354K Sell
4,866
-2,130
-30% -$166K 0.02% 151
2025
Q4 		$569K Hold
6,996
– – 0.03% 119
2025
Q3 		$559K Hold
6,996
– – 0.03% 118
2025
Q2 		$511K Hold
6,996
– – 0.03% 117
2025
Q1 		$432K Hold
6,996
– – 0.02% 124
2024
Q4 		$479K Buy
+6,996
New +$470K 0.02% 116

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

Fairview Capital Investment Management's VUG Position: Q1 2026 in Review

Fairview Capital Investment Management reduced its Vanguard Growth ETF (VUG) stake by 30% in Q1 2026, selling an estimated $166K and leaving 4,866 shares worth $354K. The position accounts for 0.02% of the portfolio, ranked #151.

Fairview Capital Investment Management first reported a position in VUG in Q4 2024 and has held it in 6 quarters since. The position peaked at $569K in Q4 2025. 2,721 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Fairview Capital Investment Management held 4,866 shares of Vanguard Growth ETF worth $354K as of Q1 2026.
  • Fairview Capital Investment Management sold 2,130 Vanguard Growth ETF shares in Q1 2026, an estimated $166K.
  • Vanguard Growth ETF made up 0.02% of Fairview Capital Investment Management's portfolio in Q1 2026, its #151 holding.
  • Fairview Capital Investment Management first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Fairview Capital Investment Management's Vanguard Growth ETF position peaked at $569K in Q4 2025.
  • 2,721 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Fairview Capital Investment Management's 13F filing for Q1 2026, filed 15 May 2026.