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

Marco 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 Q1	$2.27M	Buy	31,170 +270	+0.9%	+$21K	0.17%	89
2025 Q4	$2.51M	Hold	30,900	–	–	0.19%	88
2025 Q3	$2.47M	Sell	30,900 -78	-0.3%	-$5.96K	0.19%	86
2025 Q2	$2.26M	Sell	30,978 -1,716	-5%	-$113K	0.19%	86
2025 Q1	$2.02M	Sell	32,694 -294	-0.9%	-$19.8K	0.19%	87
2024 Q4	$2.26M	Buy	32,988 +6	+0%	+$403	0.19%	83
2024 Q3	$2.11M	Sell	32,982 -3,288	-9%	-$204K	0.18%	84
2024 Q2	$2.26M	Sell	36,270 -72	-0.2%	-$4.2K	0.21%	84
2024 Q1	$2.08M	Hold	36,342	–	–	0.2%	84
2023 Q4	$1.88M	Buy	36,342 +6,066	+20%	+$293K	0.19%	87
2023 Q3	$1.37M	Hold	30,276	–	–	0.16%	98
2023 Q2	$1.43M	Buy	30,276 +5,226	+21%	+$227K	0.15%	102
2023 Q1	$1.04M	Hold	25,050	–	–	0.12%	112
2022 Q4	$890K	Hold	25,050	–	–	0.1%	119
2022 Q3	$893K	Hold	25,050	–	–	0.11%	117
2022 Q2	$931K	Hold	25,050	–	–	0.11%	118
2022 Q1	$1.2M	Sell	25,050 -7,350	-23%	-$348K	0.12%	116
2021 Q4	$1.73M	Sell	32,400 -1,350	-4%	-$70.3K	0.17%	97
2021 Q3	$1.63M	Hold	33,750	–	–	0.18%	101
2021 Q2	$1.61M	Sell	33,750 -450	-1%	-$20.4K	0.19%	97
2021 Q1	$1.47M	Sell	34,200 -3,000	-8%	-$128K	0.19%	89
2020 Q4	$1.57M	Hold	37,200	–	–	0.23%	86
2020 Q3	$1.41M	Sell	37,200 -486	-1%	-$17.9K	0.23%	78
2020 Q2	$1.27M	Buy	37,686 +186	+0.5%	+$5.72K	0.23%	77
2020 Q1	$979K	Hold	37,500	–	–	0.21%	79
2019 Q4	$1.14M	Hold	37,500	–	–	0.18%	94
2019 Q3	$1.04M	Hold	37,500	–	–	0.18%	94
2019 Q2	$1.02M	Hold	37,500	–	–	0.18%	96
2019 Q1	$978K	Hold	37,500	–	–	0.18%	96
2018 Q4	$840K	Hold	37,500	–	–	0.17%	101
2018 Q3	$1.01M	Sell	37,500 -300	-0.8%	-$7.85K	0.14%	107
2018 Q2	$944K	Hold	37,800	–	–	0.15%	110
2018 Q1	$894K	Sell	37,800 -600	-2%	-$14.6K	0.14%	114
2017 Q4	$900K	Hold	38,400	–	–	0.14%	110
2017 Q3	$850K	Sell	38,400 -600	-2%	-$13K	0.13%	117
2017 Q2	$826K	Hold	39,000	–	–	0.14%	117
2017 Q1	$791K	Hold	39,000	–	–	0.13%	119
2016 Q4	$725K	Hold	39,000	–	–	0.13%	123
2016 Q3	$730K	Hold	39,000	–	–	0.13%	122
2016 Q2	$697K	Buy	39,000 +9,000	+30%	+$160K	0.13%	124
2016 Q1	$532	Buy	+30,000	New	+$503K	0.08%	131

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

Marco Investment Management's VUG Position: Q1 2026 in Review

Marco Investment Management increased its Vanguard Growth ETF (VUG) stake by 0.87% in Q1 2026, buying an estimated $21K and bringing the position to 31,170 shares worth $2.27M. The position accounts for 0.17% of the portfolio, ranked #89.

Marco Investment Management first reported a position in VUG in Q1 2016 and has held it in 41 quarters since. The position peaked at $2.51M in Q4 2025. 2,721 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Marco Investment Management held 31,170 shares of Vanguard Growth ETF worth $2.27M as of Q1 2026.
Marco Investment Management bought 270 Vanguard Growth ETF shares in Q1 2026, an estimated $21K.
Vanguard Growth ETF made up 0.17% of Marco Investment Management's portfolio in Q1 2026, its #89 holding.
Marco Investment Management first reported a position in Vanguard Growth ETF in Q1 2016 and has held it in 41 quarters since.
Marco Investment Management's Vanguard Growth ETF position peaked at $2.51M in Q4 2025.
2,721 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Marco Investment Management's 13F filing for Q1 2026, filed 8 May 2026.