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Means Investment Company’s Vanguard Growth ETF VUG Stock Holding History

Means Investment Company’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 		$760K Buy
10,440
+72
+0.7% +$5.6K 0.07% 103
2025
Q4 		$843K Buy
10,368
+30
+0.3% +$2.44K 0.07% 96
2025
Q3 		$827K Sell
10,338
-36
-0.3% -$2.75K 0.07% 101
2025
Q2 		$758K Buy
10,374
+108
+1% +$7.11K 0.07% 103
2025
Q1 		$634K Sell
10,266
-450
-4% -$30.3K 0.07% 111
2024
Q4 		$733K Buy
10,716
+12
+0.1% +$806 0.08% 110
2024
Q3 		$685K Buy
10,704
+18
+0.2% +$1.12K 0.08% 111
2024
Q2 		$666K Hold
10,686
– – 0.08% 107
2024
Q1 		$613K Buy
10,686
+1,134
+12% +$62.4K 0.08% 117
2023
Q4 		$495K Buy
9,552
+12
+0.1% +$579 0.07% 124
2023
Q3 		$433K Buy
9,540
+1,578
+20% +$74.5K 0.07% 130
2023
Q2 		$375K Buy
7,962
+12
+0.2% +$520 0.06% 141
2023
Q1 		$331K Buy
7,950
+12
+0.2% +$467 0.06% 148
2022
Q4 		$282K Buy
7,938
+18
+0.2% +$662 0.06% 159
2022
Q3 		$283K Buy
7,920
+12
+0.2% +$482 0.06% 153
2022
Q2 		$294K Buy
7,908
+6
+0.1% +$246 0.06% 155
2022
Q1 		$379K Buy
7,902
+12
+0.2% +$568 0.07% 138
2021
Q4 		$422K Buy
7,890
+6
+0.1% +$313 0.07% 131
2021
Q3 		$381K Buy
7,884
+12
+0.2% +$597 0.08% 134
2021
Q2 		$376K Buy
7,872
+6
+0.1% +$272 0.08% 139
2021
Q1 		$337K Buy
7,866
+12
+0.2% +$513 0.08% 138
2020
Q4 		$350K Buy
7,854
+12
+0.2% +$479 0.08% 132
2020
Q3 		$315K Buy
7,842
+12
+0.2% +$443 0.09% 109
2020
Q2 		$285K Buy
7,830
+18
+0.2% +$554 0.09% 116
2020
Q1 		$225K Buy
7,812
+12
+0.2% +$359 0.09% 119
2019
Q4 		$249K Buy
7,800
+24
+0.3% +$693 0.08% 124
2019
Q3 		$223K Buy
7,776
+342
+5% +$9.49K 0.08% 127
2019
Q2 		$206K Buy
+7,434
New +$199K 0.08% 131

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

Means Investment Company's VUG Position: Q1 2026 in Review

Means Investment Company increased its Vanguard Growth ETF (VUG) stake by 0.69% in Q1 2026, buying an estimated $5.6K and bringing the position to 10,440 shares worth $760K. The position accounts for 0.07% of the portfolio, ranked #103.

Means Investment Company first reported a position in VUG in Q2 2019 and has held it in 28 quarters since. The position peaked at $843K in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Means Investment Company held 10,440 shares of Vanguard Growth ETF worth $760K as of Q1 2026.
  • Means Investment Company bought 72 Vanguard Growth ETF shares in Q1 2026, an estimated $5.6K.
  • Vanguard Growth ETF made up 0.07% of Means Investment Company's portfolio in Q1 2026, its #103 holding.
  • Means Investment Company first reported a position in Vanguard Growth ETF in Q2 2019 and has held it in 28 quarters since.
  • Means Investment Company's Vanguard Growth ETF position peaked at $843K in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.