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FWG Investments’s Vanguard Growth ETF VUG Stock Holding History

FWG Investments’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 		$12.6M Buy
172,452
+27,576
+19% +$2.15M 7.98% 2
2025
Q4 		$11.8M Buy
144,876
+30,978
+27% +$2.51M 7.5% 2
2025
Q3 		$9.1M Buy
113,898
+33,000
+41% +$2.52M 6.24% 2
2025
Q2 		$5.91M Buy
+80,898
New +$5.33M 4.49% 3
2025
Q1 		– Sell
-25,854
Closed -$1.77M – 123
2024
Q4 		$1.77M Buy
25,854
+21,342
+473% +$1.43M 1.37% 19
2024
Q3 		$289K Buy
+4,512
New +$280K 0.25% 93

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

FWG Investments's VUG Position: Q1 2026 in Review

FWG Investments increased its Vanguard Growth ETF (VUG) stake by 19% in Q1 2026, buying an estimated $2.15M and bringing the position to 172,452 shares worth $12.6M. The position accounts for 7.98% of the portfolio, ranked #2.

FWG Investments first reported a position in VUG in Q3 2024 and has held it in 6 quarters since. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • FWG Investments held 172,452 shares of Vanguard Growth ETF worth $12.6M as of Q1 2026.
  • FWG Investments bought 27,576 Vanguard Growth ETF shares in Q1 2026, an estimated $2.15M.
  • Vanguard Growth ETF made up 7.98% of FWG Investments's portfolio in Q1 2026, its #2 holding.
  • FWG Investments first reported a position in Vanguard Growth ETF in Q3 2024 and has held it in 6 quarters since.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on FWG Investments's 13F filing for Q1 2026, filed 21 Apr 2026.