Farmers & Merchants Investments Inc’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Farmers & Merchants Investments Inc’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 Q2	$1.52M	Buy	17,622 +1,884	+12%	+$159K	0.04%	190
2026 Q1	$1.15M	Sell	15,738 -36	-0.2%	-$2.8K	0.03%	194
2025 Q4	$1.28M	Sell	15,774 -1,332	-8%	-$108K	0.04%	187
2025 Q3	$1.37M	Buy	17,106 +1,320	+8%	+$101K	0.04%	186
2025 Q2	$1.15M	Hold	15,786	–	–	0.03%	191
2025 Q1	$976K	Sell	15,786 -588	-4%	-$39.6K	0.03%	195
2024 Q4	$1.12M	Hold	16,374	–	–	0.04%	190
2024 Q3	$1.05M	Sell	16,374 -582	-3%	-$36.1K	0.03%	193
2024 Q2	$1.06M	Sell	16,956 -570	-3%	-$33.2K	0.04%	187
2024 Q1	$1.01M	Hold	17,526	–	–	0.03%	189
2023 Q4	$908K	Buy	17,526 +504	+3%	+$24.3K	0.03%	191
2023 Q3	$773K	Buy	17,022 +9,420	+124%	+$445K	0.03%	197
2023 Q2	$359K	Hold	7,602	–	–	0.01%	243
2023 Q1	$316K	Buy	7,602 +240	+3%	+$9.33K	0.01%	251
2022 Q4	$261K	Hold	7,362	–	–	0.01%	268
2022 Q3	$263K	Sell	7,362 -1,422	-16%	-$57.2K	0.01%	269
2022 Q2	$326K	Sell	8,784 -1,230	-12%	-$50.5K	0.01%	253
2022 Q1	$480K	Sell	10,014 -522	-5%	-$24.7K	0.02%	244
2021 Q4	$564K	Buy	10,536 +1,452	+16%	+$75.6K	0.02%	236
2021 Q3	$439K	Sell	9,084 -24	-0.3%	-$1.19K	0.02%	246
2021 Q2	$435K	Buy	9,108 +2,370	+35%	+$108K	0.02%	203
2021 Q1	$289K	Buy	6,738 +2,334	+53%	+$99.9K	0.01%	220
2020 Q4	$186K	Buy	4,404 +228	+5%	+$9.1K	0.01%	232
2020 Q3	$158K	Sell	4,176 -1,452	-26%	-$53.6K	0.01%	236
2020 Q2	$190K	Sell	5,628 -270	-5%	-$8.3K	0.01%	222
2020 Q1	$154K	Buy	5,898 +840	+17%	+$25.2K	0.01%	224
2019 Q4	$154K	Hold	5,058	–	–	0.01%	236
2019 Q3	$140K	Hold	5,058	–	–	0.01%	247
2019 Q2	$138K	Hold	5,058	–	–	0.01%	245
2019 Q1	$132K	Hold	5,058	–	–	0.01%	248
2018 Q4	$113K	Hold	5,058	–	–	0.01%	248
2018 Q3	$136K	Hold	5,058	–	–	0.01%	246
2018 Q2	$126K	Hold	5,058	–	–	0.01%	252
2018 Q1	$120K	Sell	5,058 -1,800	-26%	-$43.9K	0.01%	259
2017 Q4	$161K	Hold	6,858	–	–	0.01%	247
2017 Q3	$152K	Hold	6,858	–	–	0.01%	247
2017 Q2	$145K	Hold	6,858	–	–	0.01%	248
2017 Q1	$139K	Hold	6,858	–	–	0.01%	250
2016 Q4	$127K	Sell	6,858 -1,338	-16%	-$24.7K	0.01%	268
2016 Q3	$153K	Hold	8,196	–	–	0.02%	228
2016 Q2	$146K	Hold	8,196	–	–	0.02%	215
2016 Q1	$145K	Hold	8,196	–	–	0.02%	217
2015 Q4	$145K	Hold	8,196	–	–	0.02%	232
2015 Q3	$137K	Hold	8,196	–	–	0.02%	222
2015 Q2	$146K	Hold	8,196	–	–	0.02%	221
2015 Q1	$143K	Hold	8,196	–	–	0.02%	219
2014 Q4	$143K	Hold	8,196	–	–	0.02%	214
2014 Q3	$136K	Sell	8,196 -60	-0.7%	-$999	0.02%	216
2014 Q2	$136K	Hold	8,256	–	–	0.02%	217
2014 Q1	$129K	Hold	8,256	–	–	0.02%	219
2013 Q4	$128K	Hold	8,256	–	–	0.02%	223
2013 Q3	$116K	Buy	8,256 +264	+3%	+$3.64K	0.02%	228
2013 Q2	$104K	Buy	+7,992	New	+$105K	0.02%	240

Other funds holding VUG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Farmers & Merchants Investments Inc's VUG Position: Q2 2026 in Review

Farmers & Merchants Investments Inc increased its Vanguard Morningstar Growth ETF (VUG) stake by 12% in Q2 2026, buying an estimated $159K and bringing the position to 17,622 shares worth $1.52M. The position accounts for 0.04% of the portfolio, ranked #190.

Farmers & Merchants Investments Inc first reported a position in VUG in Q2 2013 and has held it in 53 quarters since. 2,151 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Farmers & Merchants Investments Inc held 17,622 shares of Vanguard Morningstar Growth ETF worth $1.52M as of Q2 2026.
Farmers & Merchants Investments Inc bought 1,884 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $159K.
Vanguard Morningstar Growth ETF made up 0.04% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #190 holding.
Farmers & Merchants Investments Inc first reported a position in Vanguard Morningstar Growth ETF in Q2 2013 and has held it in 53 quarters since.
2,151 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.