Forvis Mazars Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

Forvis Mazars Wealth Advisors’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	$22.7M	Sell	311,934 -22,536	-7%	-$1.75M	0.43%	32
2025 Q4	$27.2M	Sell	334,470 -28,146	-8%	-$2.28M	0.51%	30
2025 Q3	$29M	Sell	362,616 -6,744	-2%	-$515K	0.58%	29
2025 Q2	$27M	Buy	369,360 +33,648	+10%	+$2.22M	0.58%	29
2025 Q1	$20.7M	Sell	335,712 -28,380	-8%	-$1.91M	0.5%	34
2024 Q4	$24.9M	Sell	364,092 -1,368	-0.4%	-$91.9K	0.57%	31
2024 Q3	$23.4M	Sell	365,460 -2,022	-0.6%	-$125K	0.54%	33
2024 Q2	$22.9M	Sell	367,482 -14,472	-4%	-$844K	0.57%	31
2024 Q1	$21.9M	Sell	381,954 -3,678	-1%	-$202K	0.56%	34
2023 Q4	$20M	Sell	385,632 -12,666	-3%	-$611K	0.56%	34
2023 Q3	$18.1M	Sell	398,298 -20,910	-5%	-$988K	0.55%	34
2023 Q2	$19.8M	Sell	419,208 -20,412	-5%	-$885K	0.58%	32
2023 Q1	$18.3M	Sell	439,620 -8,010	-2%	-$312K	0.6%	32
2022 Q4	$15.9M	Sell	447,630 -37,344	-8%	-$1.37M	0.56%	34
2022 Q3	$17.3M	Sell	484,974 -12,486	-3%	-$502K	0.7%	27
2022 Q2	$18.5M	Sell	497,460 -20,862	-4%	-$857K	0.75%	24
2022 Q1	$24.8M	Sell	518,322 -2,118	-0.4%	-$100K	1.05%	16
2021 Q4	$27.8M	Sell	520,440 -36	-0%	-$1.88K	1.17%	14
2021 Q3	$25.2M	Buy	520,476 +1,560	+0.3%	+$77.6K	1.16%	15
2021 Q2	$24.8M	Sell	518,916 -10,920	-2%	-$496K	1.15%	14
2021 Q1	$22.7M	Sell	529,836 -61,074	-10%	-$2.61M	1.13%	14
2020 Q4	$24.9M	Sell	590,910 -68,484	-10%	-$2.73M	1.25%	14
2020 Q3	$25M	Buy	659,394 +1,320	+0.2%	+$48.7K	1.46%	10
2020 Q2	$22.2M	Buy	658,074 +328,932	+100%	+$10.1M	1.44%	10
2020 Q1	$8.6M	Buy	329,142 +305,334	+1,282%	+$9.14M	0.7%	22
2019 Q4	$723K	Buy	23,808 +6	+0%	+$173	0.05%	148
2019 Q3	$660K	Sell	23,802 -1,344	-5%	-$37.3K	0.05%	135
2019 Q2	$685K	Buy	25,146 +324	+1%	+$8.65K	0.06%	130
2019 Q1	$647K	Sell	24,822 -3,066	-11%	-$75.7K	0.05%	135
2018 Q4	$624K	Buy	27,888 +5,430	+24%	+$132K	0.06%	117
2018 Q3	$603K	Sell	22,458 -1,260	-5%	-$33K	0.05%	129
2018 Q2	$592K	Buy	23,718 +6	+0%	+$147	0.06%	128
2018 Q1	$561K	Sell	23,712 -2,016	-8%	-$49.1K	0.06%	127
2017 Q4	$603K	Sell	25,728 -10,044	-28%	-$231K	0.06%	131
2017 Q3	$791K	Sell	35,772 -966	-3%	-$21K	0.09%	103
2017 Q2	$778K	Buy	36,738 +720	+2%	+$15.1K	0.09%	106
2017 Q1	$730K	Sell	36,018 -6,528	-15%	-$129K	0.09%	96
2016 Q4	$790K	Sell	42,546 -1,464	-3%	-$27.1K	0.1%	91
2016 Q3	$824K	Buy	44,010 +18	+0%	+$335	0.11%	84
2016 Q2	$786K	Sell	43,992 -1,926	-4%	-$34.3K	0.12%	85
2016 Q1	$815K	Sell	45,918 -6,558	-12%	-$110K	0.13%	85
2015 Q4	$930K	Sell	52,476 -6,276	-11%	-$112K	0.14%	77
2015 Q3	$982K	Buy	58,752 +3,000	+5%	+$53.2K	0.17%	67
2015 Q2	$995K	Sell	55,752 -45,744	-45%	-$831K	0.15%	75
2015 Q1	$1.77M	Buy	+101,496	New	+$1.8M	0.26%	55

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

Forvis Mazars Wealth Advisors's VUG Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its Vanguard Growth ETF (VUG) stake by 6.7% in Q1 2026, selling an estimated $1.75M and leaving 311,934 shares worth $22.7M. The position accounts for 0.43% of the portfolio, ranked #32.

Forvis Mazars Wealth Advisors first reported a position in VUG in Q1 2015 and has held it in 45 quarters since. The position peaked at $29M in Q3 2025. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Forvis Mazars Wealth Advisors held 311,934 shares of Vanguard Growth ETF worth $22.7M as of Q1 2026.
Forvis Mazars Wealth Advisors sold 22,536 Vanguard Growth ETF shares in Q1 2026, an estimated $1.75M.
Vanguard Growth ETF made up 0.43% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #32 holding.
Forvis Mazars Wealth Advisors first reported a position in Vanguard Growth ETF in Q1 2015 and has held it in 45 quarters since.
Forvis Mazars Wealth Advisors's Vanguard Growth ETF position peaked at $29M in Q3 2025.
2,722 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.