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

Marshall 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 		$541K Buy
7,434
+1,884
+34% +$147K 0.26% 54
2025
Q4 		$451K Sell
5,550
-90
-2% -$7.3K 0.23% 59
2025
Q3 		$451K Buy
+5,640
New +$431K 0.24% 55
2025
Q2 		– Sell
-4,110
Closed -$254K – 226
2025
Q1 		$254K Sell
4,110
-4,158
-50% -$280K 0.16% 62
2024
Q4 		$529K Buy
+8,268
New +$555K 0.31% 50

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

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

Marshall Investment Management increased its Vanguard Growth ETF (VUG) stake by 34% in Q1 2026, buying an estimated $147K and bringing the position to 7,434 shares worth $541K. The position accounts for 0.26% of the portfolio, ranked #54.

Marshall Investment Management first reported a position in VUG in Q4 2024 and has held it in 5 quarters since. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Marshall Investment Management held 7,434 shares of Vanguard Growth ETF worth $541K as of Q1 2026.
  • Marshall Investment Management bought 1,884 Vanguard Growth ETF shares in Q1 2026, an estimated $147K.
  • Vanguard Growth ETF made up 0.26% of Marshall Investment Management's portfolio in Q1 2026, its #54 holding.
  • Marshall Investment Management first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 5 quarters since.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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