Investmark Advisory Group’s Vanguard Growth ETF VUG Stock Holding History

Investmark Advisory Group’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	$1.08M	Buy	14,832 +936	+7%	+$72.8K	0.46%	50
2025 Q4	$1.13M	Sell	13,896 -708	-5%	-$57.5K	0.48%	49
2025 Q3	$1.17M	Sell	14,604 -132	-0.9%	-$10.1K	0.51%	47
2025 Q2	$1.08M	Buy	14,736 +396	+3%	+$26.1K	0.5%	46
2025 Q1	$886K	Sell	14,340 -66	-0.5%	-$4.45K	0.44%	45
2024 Q4	$986K	Buy	14,406 +210	+1%	+$14.1K	0.48%	45
2024 Q3	$908K	Buy	14,196 +138	+1%	+$8.55K	0.44%	46
2024 Q2	$876K	Sell	14,058 -90	-0.6%	-$5.25K	0.47%	46
2024 Q1	$812K	Buy	14,148 +42	+0.3%	+$2.31K	0.45%	49
2023 Q4	$731K	Sell	14,106 -1,878	-12%	-$90.7K	0.43%	50
2023 Q3	$726K	Sell	15,984 -120	-0.7%	-$5.67K	0.49%	44
2023 Q2	$759K	Buy	16,104 +186	+1%	+$8.07K	0.51%	44
2023 Q1	$662K	Buy	15,918 +960	+6%	+$37.3K	0.49%	44
2022 Q4	$531K	Buy	14,958 +4,554	+44%	+$168K	0.39%	56
2022 Q3	$371K	Buy	10,404 +2,448	+31%	+$98.4K	0.33%	54
2022 Q2	$295K	Buy	7,956 +588	+8%	+$24.2K	0.29%	56
2022 Q1	$353K	Buy	7,368 +186	+3%	+$8.8K	0.36%	51
2021 Q4	$384K	Buy	+7,182	New	+$374K	0.36%	49

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

Investmark Advisory Group's VUG Position: Q1 2026 in Review

Investmark Advisory Group increased its Vanguard Growth ETF (VUG) stake by 6.7% in Q1 2026, buying an estimated $72.8K and bringing the position to 14,832 shares worth $1.08M. The position accounts for 0.46% of the portfolio, ranked #50.

Investmark Advisory Group first reported a position in VUG in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.17M in Q3 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Investmark Advisory Group held 14,832 shares of Vanguard Growth ETF worth $1.08M as of Q1 2026.
Investmark Advisory Group bought 936 Vanguard Growth ETF shares in Q1 2026, an estimated $72.8K.
Vanguard Growth ETF made up 0.46% of Investmark Advisory Group's portfolio in Q1 2026, its #50 holding.
Investmark Advisory Group first reported a position in Vanguard Growth ETF in Q4 2021 and has held it in 18 quarters since.
Investmark Advisory Group's Vanguard Growth ETF position peaked at $1.17M in Q3 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.