Mosaic Family Wealth Partners’s Vanguard Growth ETF VUG Stock Holding History

Mosaic Family Wealth Partners’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	$147M	Buy	2,017,794 +38,730	+2%	+$3.01M	15.04%	1
2025 Q4	$161M	Buy	1,979,064 +15,918	+0.8%	+$1.29M	17.64%	1
2025 Q3	$156M	Buy	1,963,146 +29,724	+2%	+$2.27M	18.3%	1
2025 Q2	$141M	Buy	1,933,422 +40,458	+2%	+$2.66M	18%	1
2025 Q1	$117M	Buy	1,892,964 +52,842	+3%	+$3.56M	16.62%	1
2024 Q4	$126M	Buy	1,840,122 +39,726	+2%	+$2.67M	18.16%	1
2024 Q3	$115M	Buy	1,800,396 +156,522	+10%	+$9.7M	17.09%	1
2024 Q2	$102M	Buy	1,643,874 +6,444	+0.4%	+$376K	16.48%	1
2024 Q1	$93.9M	Buy	1,637,430 +25,332	+2%	+$1.39M	15.47%	1
2023 Q4	$83.5M	Sell	1,612,098 -109,368	-6%	-$5.28M	14.4%	1
2023 Q3	$78.1M	Sell	1,721,466 -8,976	-0.5%	-$424K	15.65%	1
2023 Q2	$81.6M	Buy	1,730,442 +6,756	+0.4%	+$293K	16.04%	1
2023 Q1	$71.7M	Buy	1,723,686 +77,034	+5%	+$3M	14.99%	1
2022 Q4	$58.5M	Buy	+1,646,652	New	+$60.6M	16.5%	1

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

Mosaic Family Wealth Partners's VUG Position: Q1 2026 in Review

Mosaic Family Wealth Partners increased its Vanguard Growth ETF (VUG) stake by 2% in Q1 2026, buying an estimated $3.01M and bringing the position to 2,017,794 shares worth $147M. The position accounts for 15.04% of the portfolio, ranked #1.

Mosaic Family Wealth Partners first reported a position in VUG in Q4 2022 and has held it in 14 quarters since. The position peaked at $161M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Mosaic Family Wealth Partners held 2,017,794 shares of Vanguard Growth ETF worth $147M as of Q1 2026.
Mosaic Family Wealth Partners bought 38,730 Vanguard Growth ETF shares in Q1 2026, an estimated $3.01M.
Vanguard Growth ETF made up 15.04% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #1 holding.
Mosaic Family Wealth Partners first reported a position in Vanguard Growth ETF in Q4 2022 and has held it in 14 quarters since.
Mosaic Family Wealth Partners's Vanguard Growth ETF position peaked at $161M in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.