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

Family 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 		$26.2K Hold
360
– – ﹤0.01% 286
2025
Q4 		$29.3K Hold
360
– – ﹤0.01% 264
2025
Q3 		$28.8K Hold
360
– – ﹤0.01% 243
2025
Q2 		$26.3K Hold
360
– – ﹤0.01% 213
2025
Q1 		$22.2K Hold
360
– – ﹤0.01% 199
2024
Q4 		$24.6K Hold
360
– – ﹤0.01% 183
2024
Q3 		$23K Hold
360
– – ﹤0.01% 180
2024
Q2 		$22.4K Hold
360
– – ﹤0.01% 164
2024
Q1 		$20.7K Buy
+360
New +$19.8K ﹤0.01% 167
2020
Q1 		– Sell
-1,710
Closed -$52K – 197
2019
Q4 		$52K Hold
1,710
– – 0.02% 175
2019
Q3 		$47K Hold
1,710
– – 0.02% 167
2019
Q2 		$47K Buy
+1,710
New +$45.7K 0.02% 158

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 $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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