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MSH Capital Advisors’s Vanguard Growth ETF VUG Stock Holding History

MSH Capital 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 		$6.36M Buy
87,384
+15,912
+22% +$1.24M 1.35% 13
2025
Q4 		$5.81M Sell
71,472
-636
-0.9% -$51.6K 1.24% 13
2025
Q3 		$5.76M Sell
72,108
-210
-0.3% -$16K 1.54% 13
2025
Q2 		$5.28M Sell
72,318
-2,508
-3% -$165K 1.52% 13
2025
Q1 		$4.62M Sell
74,826
-246
-0.3% -$16.6K 1.43% 16
2024
Q4 		$5.14M Sell
75,072
-12,750
-15% -$857K 1.62% 13
2024
Q3 		$5.62M Sell
87,822
-9,168
-9% -$568K 1.72% 12
2024
Q2 		$6.05M Buy
96,990
+570
+0.6% +$33.2K 2.02% 8
2024
Q1 		$5.53M Sell
96,420
-9,528
-9% -$524K 1.94% 9
2023
Q4 		$5.49M Sell
105,948
-7,230
-6% -$349K 2.05% 6
2023
Q3 		$5.14M Sell
113,178
-6,594
-6% -$311K 2.01% 7
2023
Q2 		$5.65M Sell
119,772
-2,064
-2% -$89.5K 2.07% 6
2023
Q1 		$5.07M Sell
121,836
-1,872
-2% -$72.8K 2.16% 7
2022
Q4 		$4.39M Sell
123,708
-13,692
-10% -$504K 1.99% 9
2022
Q3 		$4.9M Buy
137,400
+2,100
+2% +$84.4K 2.41% 5
2022
Q2 		$5.03M Buy
135,300
+13,398
+11% +$550K 2.34% 5
2022
Q1 		$5.84M Buy
121,902
+11,610
+11% +$549K 2.41% 4
2021
Q4 		$5.9M Buy
+110,292
New +$5.75M 2.64% 4

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

MSH Capital Advisors's VUG Position: Q1 2026 in Review

MSH Capital Advisors increased its Vanguard Growth ETF (VUG) stake by 22% in Q1 2026, buying an estimated $1.24M and bringing the position to 87,384 shares worth $6.36M. The position accounts for 1.35% of the portfolio, ranked #13.

MSH Capital Advisors first reported a position in VUG in Q4 2021 and has held it in 18 quarters since. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • MSH Capital Advisors held 87,384 shares of Vanguard Growth ETF worth $6.36M as of Q1 2026.
  • MSH Capital Advisors bought 15,912 Vanguard Growth ETF shares in Q1 2026, an estimated $1.24M.
  • Vanguard Growth ETF made up 1.35% of MSH Capital Advisors's portfolio in Q1 2026, its #13 holding.
  • MSH Capital Advisors first reported a position in Vanguard Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.