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Mason Investment Advisory Services’s Vanguard Growth ETF VUG Stock Holding History

Mason Investment Advisory Services’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 		$1.82M Buy
24,978
+14,952
+149% +$1.16M 0.08% 20
2025
Q4 		$815K Sell
10,026
-168
-2% -$13.6K 0.04% 33
2025
Q3 		$815K Buy
10,194
+654
+7% +$50K 0.04% 37
2025
Q2 		$697K Sell
9,540
-42
-0.4% -$2.77K 0.04% 34
2025
Q1 		$592K Buy
9,582
+12
+0.1% +$809 0.04% 41
2024
Q4 		$655K Sell
9,570
-2,502
-21% -$168K 0.04% 35
2024
Q3 		$772K Buy
12,072
+1,548
+15% +$96K 0.05% 29
2024
Q2 		$656K Buy
10,524
+162
+2% +$9.45K 0.04% 31
2024
Q1 		$594K Sell
10,362
-1,266
-11% -$69.6K 0.04% 33
2023
Q4 		$603K Sell
11,628
-276
-2% -$13.3K 0.04% 31
2023
Q3 		$540K Buy
11,904
+1,062
+10% +$50.2K 0.05% 30
2023
Q2 		$511K Buy
10,842
+78
+0.7% +$3.38K 0.04% 29
2023
Q1 		$447K Hold
10,764
– – 0.04% 29
2022
Q4 		$382K Hold
10,764
– – 0.04% 54
2022
Q3 		$384K Buy
10,764
+2,070
+24% +$83.2K 0.04% 44
2022
Q2 		$323K Buy
8,694
+756
+10% +$31.1K 0.03% 55
2022
Q1 		$380K Hold
7,938
– – 0.03% 76
2021
Q4 		$425K Sell
7,938
-78
-1% -$4.06K 0.04% 75
2021
Q3 		$388K Sell
8,016
-168
-2% -$8.36K 0.04% 74
2021
Q2 		$391K Hold
8,184
– – 0.04% 73
2021
Q1 		$351K Hold
8,184
– – 0.04% 71
2020
Q4 		$346K Sell
8,184
-60
-0.7% -$2.4K 0.04% 72
2020
Q3 		$313K Sell
8,244
-2,814
-25% -$104K 0.04% 68
2020
Q2 		$372K Sell
11,058
-6,594
-37% -$203K 0.06% 66
2020
Q1 		$461K Buy
17,652
+5,178
+42% +$155K 0.08% 66
2019
Q4 		$379K Buy
12,474
+6
+0% +$173 0.06% 75
2019
Q3 		$346K Hold
12,468
– – 0.06% 74
2019
Q2 		$340K Hold
12,468
– – 0.06% 73
2019
Q1 		$325K Buy
+12,468
New +$308K 0.09% 70

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

Mason Investment Advisory Services's VUG Position: Q1 2026 in Review

Mason Investment Advisory Services increased its Vanguard Growth ETF (VUG) stake by 149% in Q1 2026, buying an estimated $1.16M and bringing the position to 24,978 shares worth $1.82M. The position accounts for 0.08% of the portfolio, ranked #20.

Mason Investment Advisory Services first reported a position in VUG in Q1 2019 and has held it in 29 quarters since. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Mason Investment Advisory Services held 24,978 shares of Vanguard Growth ETF worth $1.82M as of Q1 2026.
  • Mason Investment Advisory Services bought 14,952 Vanguard Growth ETF shares in Q1 2026, an estimated $1.16M.
  • Vanguard Growth ETF made up 0.08% of Mason Investment Advisory Services's portfolio in Q1 2026, its #20 holding.
  • Mason Investment Advisory Services first reported a position in Vanguard Growth ETF in Q1 2019 and has held it in 29 quarters since.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Mason Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.