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Mascagni Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Mascagni Wealth 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 		$926K Sell
12,726
-660
-5% -$51.3K 0.66% 47
2025
Q4 		$1.09M Sell
13,386
-108
-0.8% -$8.77K 0.81% 37
2025
Q3 		$1.08M Sell
13,494
-282
-2% -$21.5K 0.83% 38
2025
Q2 		$1.01M Sell
13,776
-732
-5% -$48.2K 0.86% 39
2025
Q1 		$897K Hold
14,508
– – 0.89% 34
2024
Q4 		$897K Buy
+14,508
New +$975K 0.89% 34

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

Mascagni Wealth Management's VUG Position: Q1 2026 in Review

Mascagni Wealth Management reduced its Vanguard Growth ETF (VUG) stake by 4.9% in Q1 2026, selling an estimated $51.3K and leaving 12,726 shares worth $926K. The position accounts for 0.66% of the portfolio, ranked #47.

Mascagni Wealth Management first reported a position in VUG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.09M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Mascagni Wealth Management held 12,726 shares of Vanguard Growth ETF worth $926K as of Q1 2026.
  • Mascagni Wealth Management sold 660 Vanguard Growth ETF shares in Q1 2026, an estimated $51.3K.
  • Vanguard Growth ETF made up 0.66% of Mascagni Wealth Management's portfolio in Q1 2026, its #47 holding.
  • Mascagni Wealth Management first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Mascagni Wealth Management's Vanguard Growth ETF position peaked at $1.09M in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Mascagni Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.