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Mezzasalma Advisors’s Vanguard Growth ETF VUG Stock Holding History

Mezzasalma 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 		$4.08M Buy
118,830
+10,614
+10% +$826K 1.04% 22
2025
Q4 		$4.27M Buy
108,216
+56,202
+108% +$4.56M 1.03% 24
2025
Q3 		$4.16M Buy
52,014
+2,742
+6% +$210K 1.06% 20
2025
Q2 		$3.6M Buy
49,272
+5,412
+12% +$356K 1.08% 22
2025
Q1 		$2.71M Buy
43,860
+5,346
+14% +$360K 0.94% 26
2024
Q4 		$2.63M Buy
38,514
+22,836
+146% +$1.53M 0.85% 26
2024
Q3 		$1M Buy
15,678
+10,038
+178% +$622K 0.4% 40
2024
Q2 		$352K Sell
5,640
-102
-2% -$5.95K 0.15% 53
2024
Q1 		$330K Sell
5,742
-720
-11% -$39.6K 0.16% 72
2023
Q4 		$335K Buy
6,462
+132
+2% +$6.37K 0.18% 65
2023
Q3 		$287K Buy
6,330
+276
+5% +$13K 0.18% 67
2023
Q2 		$286K Buy
6,054
+42
+0.7% +$1.82K 0.17% 74
2023
Q1 		$250K Buy
6,012
+36
+0.6% +$1.4K 0.18% 75
2022
Q4 		$212K Buy
5,976
+264
+5% +$9.71K 0.19% 78
2022
Q3 		$204K Hold
5,712
– – 0.16% 73
2022
Q2 		$212K Hold
5,712
– – 0.18% 74
2022
Q1 		$274K Sell
5,712
-90
-2% -$4.26K 0.17% 74
2021
Q4 		$310K Hold
5,802
– – 0.17% 76
2021
Q3 		$281K Hold
5,802
– – 0.16% 74
2021
Q2 		$277K Hold
5,802
– – 0.15% 76
2021
Q1 		$249K Sell
5,802
-42
-0.7% -$1.8K 0.16% 78
2020
Q4 		$247K Buy
+5,844
New +$233K 0.16% 78

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

Mezzasalma Advisors's VUG Position: Q1 2026 in Review

Mezzasalma Advisors increased its Vanguard Growth ETF (VUG) stake by 9.8% in Q1 2026, buying an estimated $826K and bringing the position to 118,830 shares worth $4.08M. The position accounts for 1.04% of the portfolio, ranked #22.

Mezzasalma Advisors first reported a position in VUG in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.27M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Mezzasalma Advisors held 118,830 shares of Vanguard Growth ETF worth $4.08M as of Q1 2026.
  • Mezzasalma Advisors bought 10,614 Vanguard Growth ETF shares in Q1 2026, an estimated $826K.
  • Vanguard Growth ETF made up 1.04% of Mezzasalma Advisors's portfolio in Q1 2026, its #22 holding.
  • Mezzasalma Advisors first reported a position in Vanguard Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Mezzasalma Advisors's Vanguard Growth ETF position peaked at $4.27M in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Mezzasalma Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.