MPW
VUG icon

MASECO Private Wealth’s Vanguard Growth ETF VUG Stock Holding History

MASECO Private Wealth’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 		$942K Buy
12,942
+3,678
+40% +$286K 0.03% 64
2025
Q4 		$754K Buy
+9,264
New +$752K 0.03% 58
2025
Q3 		– Sell
-8,190
Closed -$598K – 518
2025
Q2 		$598K Buy
+8,190
New +$539K 0.02% 72

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

MASECO Private Wealth's VUG Position: Q1 2026 in Review

MASECO Private Wealth increased its Vanguard Growth ETF (VUG) stake by 40% in Q1 2026, buying an estimated $286K and bringing the position to 12,942 shares worth $942K. The position accounts for 0.03% of the portfolio, ranked #64.

MASECO Private Wealth first reported a position in VUG in Q2 2025 and has held it in 3 quarters since. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • MASECO Private Wealth held 12,942 shares of Vanguard Growth ETF worth $942K as of Q1 2026.
  • MASECO Private Wealth bought 3,678 Vanguard Growth ETF shares in Q1 2026, an estimated $286K.
  • Vanguard Growth ETF made up 0.03% of MASECO Private Wealth's portfolio in Q1 2026, its #64 holding.
  • MASECO Private Wealth first reported a position in Vanguard Growth ETF in Q2 2025 and has held it in 3 quarters since.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.