Family Capital Management’s Vanguard Growth ETF VUG Stock Holding History

Family Capital 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	$246K	Hold	3,372	–	–	0.11%	89
2025 Q4	$274K	Buy	3,372 +6	+0.2%	+$487	0.12%	83
2025 Q3	$269K	Buy	3,366 +6	+0.2%	+$458	0.13%	87
2025 Q2	$246K	Hold	3,360	–	–	0.13%	83
2025 Q1	$208K	Sell	3,360 -426	-11%	-$28.7K	0.13%	72
2024 Q4	$259K	Buy	3,786 +432	+13%	+$29K	0.16%	62
2024 Q3	$215K	Hold	3,354	–	–	0.14%	64
2024 Q2	$209K	Buy	+3,354	New	+$196K	0.14%	62

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

Family Capital Management's VUG Position: Q1 2026 in Review

Family Capital Management held its Vanguard Growth ETF (VUG) position steady in Q1 2026 at 3,372 shares worth $246K. The position accounts for 0.11% of the portfolio, ranked #89.

Family Capital Management first reported a position in VUG in Q2 2024 and has held it in 8 quarters since. The position peaked at $274K in Q4 2025. 2,721 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Family Capital Management held 3,372 shares of Vanguard Growth ETF worth $246K as of Q1 2026.
Family Capital Management left its Vanguard Growth ETF share count unchanged in Q1 2026.
Vanguard Growth ETF made up 0.11% of Family Capital Management's portfolio in Q1 2026, its #89 holding.
Family Capital Management first reported a position in Vanguard Growth ETF in Q2 2024 and has held it in 8 quarters since.
Family Capital Management's Vanguard Growth ETF position peaked at $274K in Q4 2025.
2,721 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Family Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.