M Holdings Securities’s Vanguard Growth ETF VUG Stock Holding History

M Holdings Securities’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
2023 Q3	–	Sell	-31,500	Closed	-$1.49M	–	313
2023 Q2	$1.49M	Sell	31,500 -35,382	-53%	-$1.53M	0.31%	49
2023 Q1	$2.78M	Buy	+66,882	New	+$2.6M	0.29%	68

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

M Holdings Securities's VUG Position: Q1 2026 in Review

M Holdings Securities increased its Vanguard Growth ETF (VUG) stake by 414% in Q1 2026, buying an estimated $31.5M and bringing the position to 501,990 shares worth $8.39M. The position accounts for 0.57% of the portfolio, ranked #33.

M Holdings Securities first reported a position in VUG in Q4 2015 and has held it in 29 quarters since. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

M Holdings Securities held 501,990 shares of Vanguard Growth ETF worth $8.39M as of Q1 2026.
M Holdings Securities bought 404,316 Vanguard Growth ETF shares in Q1 2026, an estimated $31.5M.
Vanguard Growth ETF made up 0.57% of M Holdings Securities's portfolio in Q1 2026, its #33 holding.
M Holdings Securities first reported a position in Vanguard Growth ETF in Q4 2015 and has held it in 29 quarters since.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.