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Leavell Investment Management’s Vanguard Growth ETF VUG Stock Holding History

Leavell Investment 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
Q2 		$5.7M Sell
66,200
-1,888
-3% -$159K 0.21% 125
2026
Q1 		$4.96M Buy
68,088
+1,206
+2% +$93.8K 0.2% 124
2025
Q4 		$5.44M Sell
66,882
-684
-1% -$55.5K 0.23% 111
2025
Q3 		$5.41M Buy
67,566
+2,346
+4% +$179K 0.23% 104
2025
Q2 		$4.77M Buy
65,220
+294
+0.5% +$19.4K 0.21% 114
2025
Q1 		$4.01M Buy
64,926
+534
+0.8% +$36K 0.2% 122
2024
Q4 		$4.4M Sell
64,392
-3,420
-5% -$230K 0.22% 108
2024
Q3 		$4.34M Sell
67,812
-42
-0.1% -$2.6K 0.22% 107
2024
Q2 		$4.24M Sell
67,854
-726
-1% -$42.3K 0.23% 98
2024
Q1 		$3.93M Sell
68,580
-240
-0.3% -$13.2K 0.23% 104
2023
Q4 		$3.57M Sell
68,820
-1,044
-1% -$50.4K 0.23% 108
2023
Q3 		$3.17M Sell
69,864
-11,424
-14% -$540K 0.22% 112
2023
Q2 		$3.83M Buy
81,288
+1,650
+2% +$71.6K 0.26% 98
2023
Q1 		$3.31M Sell
79,638
-1,170
-1% -$45.5K 0.24% 112
2022
Q4 		$2.87M Sell
80,808
-1,962
-2% -$72.2K 0.22% 122
2022
Q3 		$2.95M Sell
82,770
-3,288
-4% -$132K 0.23% 113
2022
Q2 		$3.2M Sell
86,058
-2,490
-3% -$102K 0.24% 109
2022
Q1 		$4.24M Sell
88,548
-1,140
-1% -$53.9K 0.29% 95
2021
Q4 		$4.8M Buy
89,688
+1,104
+1% +$57.5K 0.32% 82
2021
Q3 		$4.28M Sell
88,584
-8,046
-8% -$400K 0.32% 87
2021
Q2 		$4.14M Hold
96,630
– – 0.34% 89
2021
Q1 		$4.14M Sell
96,630
-4,932
-5% -$211K 0.34% 89
2020
Q4 		$4.29M Buy
101,562
+666
+0.7% +$26.6K 0.37% 77
2020
Q3 		$3.83M Sell
100,896
-8,364
-8% -$309K 0.33% 84
2020
Q2 		$3.68M Buy
109,260
+90
+0.1% +$2.77K 0.36% 86
2020
Q1 		$2.85M Sell
109,170
-2,706
-2% -$81K 0.33% 91
2019
Q4 		$3.4M Buy
111,876
+1,542
+1% +$44.5K 0.32% 98
2019
Q3 		$3.06M Sell
110,334
-114
-0.1% -$3.16K 0.31% 96
2019
Q2 		$3.02M Sell
110,448
-480
-0.4% -$12.8K 0.32% 94
2019
Q1 		$2.9M Sell
110,928
-210
-0.2% -$5.18K 0.32% 96
2018
Q4 		$2.49M Sell
111,138
-1,356
-1% -$32.8K 0.31% 97
2018
Q3 		$3.03M Buy
112,494
+840
+0.8% +$22K 0.33% 95
2018
Q2 		$2.79M Buy
111,654
+3,798
+4% +$93.1K 0.32% 92
2018
Q1 		$2.55M Buy
107,856
+930
+0.9% +$22.7K 0.3% 103
2017
Q4 		$2.51M Sell
106,926
-3,630
-3% -$83.3K 0.3% 104
2017
Q3 		$2.45M Sell
110,556
-3,540
-3% -$77K 0.3% 98
2017
Q2 		$2.42M Buy
114,096
+7,458
+7% +$156K 0.31% 97
2017
Q1 		$2.16M Buy
106,638
+33,990
+47% +$671K 0.28% 102
2016
Q4 		$1.35M Buy
72,648
+14,340
+25% +$265K 0.19% 133
2016
Q3 		$1.09M Sell
58,308
-4,860
-8% -$90.4K 0.16% 149
2016
Q2 		$1.13M Sell
63,168
-6,144
-9% -$109K 0.17% 146
2016
Q1 		$1.23M Sell
69,312
-10,962
-14% -$184K 0.18% 136
2015
Q4 		$1.42M Sell
80,274
-90
-0.1% -$1.61K 0.21% 121
2015
Q3 		$1.34M Sell
80,364
-11,340
-12% -$201K 0.21% 126
2015
Q2 		$1.64M Buy
91,704
+2,910
+3% +$52.9K 0.25% 124
2015
Q1 		$1.55M Buy
88,794
+30,936
+53% +$549K 0.23% 129
2014
Q4 		$1.01M Buy
57,858
+11,610
+25% +$197K 0.16% 166
2014
Q3 		$768K Sell
46,248
-20,130
-30% -$335K 0.12% 186
2014
Q2 		$1.09M Sell
66,378
-8,490
-11% -$135K 0.17% 160
2014
Q1 		$1.17M Buy
74,868
+3,948
+6% +$61.3K 0.19% 145
2013
Q4 		$1.1M Sell
70,920
-1,890
-3% -$27.9K 0.19% 147
2013
Q3 		$1.03M Buy
72,810
+600
+0.8% +$8.27K 0.18% 144
2013
Q2 		$941K Buy
+72,210
New +$953K 0.18% 153

Other funds holding VUG

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Leavell Investment Management's VUG Position: Q2 2026 in Review

Leavell Investment Management reduced its Vanguard Growth ETF (VUG) stake by 2.8% in Q2 2026, selling an estimated $159K and leaving 66,200 shares worth $5.7M. The position accounts for 0.21% of the portfolio, ranked #125.

Leavell Investment Management first reported a position in VUG in Q2 2013 and has held it in 53 quarters since. 836 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Leavell Investment Management held 66,200 shares of Vanguard Growth ETF worth $5.7M as of Q2 2026.
  • Leavell Investment Management sold 1,888 Vanguard Growth ETF shares in Q2 2026, an estimated $159K.
  • Vanguard Growth ETF made up 0.21% of Leavell Investment Management's portfolio in Q2 2026, its #125 holding.
  • Leavell Investment Management first reported a position in Vanguard Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • 836 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.