MFG
VUG icon

Marmo Financial Group’s Vanguard Growth ETF VUG Stock Holding History

Marmo Financial 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 		$28.9M Buy
397,176
+1,218
+0.3% +$94.8K 14.32% 2
2025
Q4 		$32.2M Sell
395,958
-2,082
-0.5% -$169K 15.24% 2
2025
Q3 		$31.8M Buy
398,040
+21,276
+6% +$1.63M 15.41% 2
2025
Q2 		$27.5M Buy
376,764
+2,058
+0.5% +$135K 13.71% 2
2025
Q1 		$23.2M Buy
374,706
+50,226
+15% +$3.39M 12.67% 2
2024
Q4 		$22.2M Sell
324,480
-3,450
-1% -$232K 11.99% 2
2024
Q3 		$21M Buy
+327,930
New +$20.3M 11.19% 2

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

Marmo Financial Group's VUG Position: Q1 2026 in Review

Marmo Financial Group increased its Vanguard Growth ETF (VUG) stake by 0.31% in Q1 2026, buying an estimated $94.8K and bringing the position to 397,176 shares worth $28.9M. The position accounts for 14.32% of the portfolio, ranked #2.

Marmo Financial Group first reported a position in VUG in Q3 2024 and has held it in 7 quarters since. The position peaked at $32.2M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Marmo Financial Group held 397,176 shares of Vanguard Growth ETF worth $28.9M as of Q1 2026.
  • Marmo Financial Group bought 1,218 Vanguard Growth ETF shares in Q1 2026, an estimated $94.8K.
  • Vanguard Growth ETF made up 14.32% of Marmo Financial Group's portfolio in Q1 2026, its #2 holding.
  • Marmo Financial Group first reported a position in Vanguard Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • Marmo Financial Group's Vanguard Growth ETF position peaked at $32.2M in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Marmo Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.