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Moseley Investment Management’s Vanguard Growth ETF VUG Stock Holding History

Moseley Investment Management’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 		$3.47M Buy
47,652
+3,810
+9% +$296K 1.11% 22
2025
Q4 		$3.56M Buy
43,842
+2,574
+6% +$209K 1.1% 21
2025
Q3 		$3.3M Buy
41,268
+3,012
+8% +$230K 1% 23
2025
Q2 		$2.8M Buy
38,256
+3,762
+11% +$248K 0.96% 23
2025
Q1 		$2.13M Buy
34,494
+6,666
+24% +$449K 0.83% 31
2024
Q4 		$1.9M Buy
27,828
+2,592
+10% +$174K 0.74% 33
2024
Q3 		$1.61M Buy
25,236
+426
+2% +$26.4K 0.64% 39
2024
Q2 		$1.55M Buy
24,810
+1,860
+8% +$108K 0.72% 36
2024
Q1 		$1.32M Buy
22,950
+906
+4% +$49.8K 0.65% 41
2023
Q4 		$1.14M Buy
22,044
+510
+2% +$24.6K 0.64% 41
2023
Q3 		$977K Buy
21,534
+1,428
+7% +$67.4K 0.58% 42
2023
Q2 		$948K Buy
20,106
+504
+3% +$21.9K 0.55% 47
2023
Q1 		$815K Buy
19,602
+1,098
+6% +$42.7K 0.53% 51
2022
Q4 		$657K Buy
18,504
+1,626
+10% +$59.8K 0.47% 56
2022
Q3 		$602K Buy
16,878
+696
+4% +$28K 0.44% 59
2022
Q2 		$601K Buy
16,182
+402
+3% +$16.5K 0.42% 62
2022
Q1 		$756K Sell
15,780
-7,146
-31% -$338K 0.41% 66
2021
Q4 		$1.23M Sell
22,926
-48
-0.2% -$2.5K 0.56% 55
2021
Q3 		$1.12M Buy
22,974
+1,668
+8% +$83K 0.56% 58
2021
Q2 		$1.02M Buy
21,306
+2,676
+14% +$122K 0.5% 64
2021
Q1 		$798K Sell
18,630
-5,082
-21% -$217K 0.44% 67
2020
Q4 		$1M Sell
23,712
-1,620
-6% -$64.7K 0.58% 53
2020
Q3 		$961K Sell
25,332
-1,650
-6% -$60.9K 0.68% 43
2020
Q2 		$909K Sell
26,982
-2,994
-10% -$92.1K 0.75% 36
2020
Q1 		$783K Sell
29,976
-5,640
-16% -$169K 0.92% 36
2019
Q4 		$1.08M Buy
35,616
+36
+0.1% +$1.04K 1.06% 29
2019
Q3 		$986K Sell
35,580
-2,124
-6% -$58.9K 1.03% 33
2019
Q2 		$1.03M Sell
37,704
-156
-0.4% -$4.17K 0.96% 32
2019
Q1 		$987K Buy
+37,860
New +$934K 1.03% 29

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

Moseley Investment Management's VUG Position: Q1 2026 in Review

Moseley Investment Management increased its Vanguard Growth ETF (VUG) stake by 8.7% in Q1 2026, buying an estimated $296K and bringing the position to 47,652 shares worth $3.47M. The position accounts for 1.11% of the portfolio, ranked #22.

Moseley Investment Management first reported a position in VUG in Q1 2019 and has held it in 29 quarters since. The position peaked at $3.56M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Moseley Investment Management held 47,652 shares of Vanguard Growth ETF worth $3.47M as of Q1 2026.
  • Moseley Investment Management bought 3,810 Vanguard Growth ETF shares in Q1 2026, an estimated $296K.
  • Vanguard Growth ETF made up 1.11% of Moseley Investment Management's portfolio in Q1 2026, its #22 holding.
  • Moseley Investment Management first reported a position in Vanguard Growth ETF in Q1 2019 and has held it in 29 quarters since.
  • Moseley Investment Management's Vanguard Growth ETF position peaked at $3.56M in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.