Michels Family Financial’s Vanguard Growth ETF VUG Stock Holding History

Michels Family Financial’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	$1.2M	Sell	16,500 -162	-1%	-$12.6K	0.87%	33
2025 Q4	$1.36M	Buy	16,662 +834	+5%	+$67.7K	1%	28
2025 Q3	$1.27M	Sell	15,828 -1,722	-10%	-$132K	0.99%	28
2025 Q2	$1.28M	Hold	17,550	–	–	1.09%	25
2025 Q1	$1.08M	Buy	17,550 +36	+0.2%	+$2.43K	0.98%	27
2024 Q4	$1.2M	Buy	+17,514	New	+$1.18M	1.1%	23

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

Michels Family Financial's VUG Position: Q1 2026 in Review

Michels Family Financial reduced its Vanguard Growth ETF (VUG) stake by 0.97% in Q1 2026, selling an estimated $12.6K and leaving 16,500 shares worth $1.2M. The position accounts for 0.87% of the portfolio, ranked #33.

Michels Family Financial first reported a position in VUG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.36M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Michels Family Financial held 16,500 shares of Vanguard Growth ETF worth $1.2M as of Q1 2026.
Michels Family Financial sold 162 Vanguard Growth ETF shares in Q1 2026, an estimated $12.6K.
Vanguard Growth ETF made up 0.87% of Michels Family Financial's portfolio in Q1 2026, its #33 holding.
Michels Family Financial first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 6 quarters since.
Michels Family Financial's Vanguard Growth ETF position peaked at $1.36M in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.