Massachusetts Financial Services
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Massachusetts Financial Services’s Vanguard Growth ETF VUG Stock Holding History

Massachusetts Financial 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 		– Sell
-7,470
Closed -$607K – 995
2025
Q4 		$607K Buy
7,470
+4,584
+159% +$372K ﹤0.01% 855
2025
Q3 		$231K Sell
2,886
-546
-16% -$41.7K ﹤0.01% 850
2025
Q2 		$251K Sell
3,432
-4,764
-58% -$314K ﹤0.01% 865
2025
Q1 		$507K Buy
8,196
+2,832
+53% +$191K ﹤0.01% 849
2024
Q4 		$367K Buy
+5,364
New +$360K ﹤0.01% 851
2023
Q1 		– Sell
-8,838
Closed -$314K – 883
2022
Q4 		$314K Buy
+8,838
New +$325K ﹤0.01% 833

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

Massachusetts Financial Services's VUG Position: Q1 2026 in Review

Massachusetts Financial Services sold out of Vanguard Growth ETF (VUG) in Q1 2026, closing a stake of 7,470 shares — an estimated $607K sold.

Massachusetts Financial Services first reported a position in VUG in Q4 2022 and held it in 6 quarters. The position peaked at $607K in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Massachusetts Financial Services reported no remaining Vanguard Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Massachusetts Financial Services sold 7,470 Vanguard Growth ETF shares in Q1 2026, an estimated $607K.
  • Massachusetts Financial Services first reported a position in Vanguard Growth ETF in Q4 2022 and held it in 6 quarters.
  • Massachusetts Financial Services's Vanguard Growth ETF position peaked at $607K in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Massachusetts Financial Services's 13F filing for Q1 2026, filed 14 May 2026.