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Naples Global Advisors’s Vanguard Growth ETF VUG Stock Holding History

Naples Global 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 		$557K Buy
7,644
+792
+12% +$61.6K 0.04% 306
2025
Q4 		$557K Buy
6,852
+2,928
+75% +$238K 0.04% 310
2025
Q3 		$314K Hold
3,924
– – 0.02% 376
2025
Q2 		$287K Sell
3,924
-30
-0.8% -$1.98K 0.02% 365
2025
Q1 		$244K Buy
3,954
+30
+0.8% +$2.02K 0.02% 372
2024
Q4 		$268K Buy
+3,924
New +$264K 0.03% 359

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

Naples Global Advisors's VUG Position: Q1 2026 in Review

Naples Global Advisors increased its Vanguard Growth ETF (VUG) stake by 12% in Q1 2026, buying an estimated $61.6K and bringing the position to 7,644 shares worth $557K. The position accounts for 0.04% of the portfolio, ranked #306.

Naples Global Advisors first reported a position in VUG in Q4 2024 and has held it in 6 quarters since. The position peaked at $557K in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Naples Global Advisors held 7,644 shares of Vanguard Growth ETF worth $557K as of Q1 2026.
  • Naples Global Advisors bought 792 Vanguard Growth ETF shares in Q1 2026, an estimated $61.6K.
  • Vanguard Growth ETF made up 0.04% of Naples Global Advisors's portfolio in Q1 2026, its #306 holding.
  • Naples Global Advisors first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Naples Global Advisors's Vanguard Growth ETF position peaked at $557K in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Naples Global Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.