MBA Advisors’s Vanguard Growth ETF VUG Stock Holding History

MBA Advisors’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	-2,556	Closed	-$208K	–	149
2025 Q4	$208K	Hold	2,556	–	–	0.08%	133
2025 Q3	$204K	Buy	+2,556	New	+$195K	0.09%	139

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MBA Advisors's VUG Position: Q1 2026 in Review

MBA Advisors sold out of Vanguard Growth ETF (VUG) in Q1 2026, closing a stake of 2,556 shares — an estimated $208K sold.

MBA Advisors first reported a position in VUG in Q3 2025 and held it in 2 quarters. The position peaked at $208K in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

MBA Advisors reported no remaining Vanguard Growth ETF position as of Q1 2026 after selling out during the quarter.
MBA Advisors sold 2,556 Vanguard Growth ETF shares in Q1 2026, an estimated $208K.
MBA Advisors first reported a position in Vanguard Growth ETF in Q3 2025 and held it in 2 quarters.
MBA Advisors's Vanguard Growth ETF position peaked at $208K in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on MBA Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.