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Pekin Hardy Strauss’s Vanguard Growth ETF VUG Stock Holding History

Pekin Hardy Strauss’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 		$1.5M Buy
20,598
+630
+3% +$49K 0.16% 163
2025
Q4 		$1.62M Buy
19,968
+1,080
+6% +$87.6K 0.15% 147
2025
Q3 		$1.51M Buy
18,888
+3,120
+20% +$238K 0.15% 145
2025
Q2 		$1.15M Buy
15,768
+2,250
+17% +$148K 0.13% 156
2025
Q1 		$835K Sell
13,518
-1,476
-10% -$99.5K 0.1% 182
2024
Q4 		$1.03M Buy
14,994
+2,526
+20% +$170K 0.13% 155
2024
Q3 		$798K Buy
12,468
+150
+1% +$9.3K 0.1% 176
2024
Q2 		$768K Buy
12,318
+1,650
+15% +$96.2K 0.11% 167
2024
Q1 		$612K Buy
10,668
+1,200
+13% +$66K 0.08% 195
2023
Q4 		$491K Buy
9,468
+1,650
+21% +$79.6K 0.07% 199
2023
Q3 		$355K Buy
7,818
+1,608
+26% +$75.9K 0.06% 218
2023
Q2 		$293K Buy
+6,210
New +$269K 0.03% 245
2021
Q4 		– Sell
-6,270
Closed -$303K – 362
2021
Q3 		$303K Sell
6,270
-60
-0.9% -$2.99K 0.04% 269
2021
Q2 		$303K Sell
6,330
-300
-5% -$13.6K 0.04% 258
2021
Q1 		$284K Sell
6,630
-2,610
-28% -$112K 0.04% 244
2020
Q4 		$390K Sell
9,240
-192
-2% -$7.66K 0.07% 200
2020
Q3 		$358K Sell
9,432
-300
-3% -$11.1K 0.07% 175
2020
Q2 		$328K Buy
9,732
+360
+4% +$11.1K 0.07% 167
2020
Q1 		$245K Buy
+9,372
New +$281K 0.06% 164
2015
Q1 		– Sell
-20,202
Closed -$352K – 233
2014
Q4 		$352K Buy
+20,202
New +$343K 0.05% 179

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

Pekin Hardy Strauss's VUG Position: Q1 2026 in Review

Pekin Hardy Strauss increased its Vanguard Growth ETF (VUG) stake by 3.2% in Q1 2026, buying an estimated $49K and bringing the position to 20,598 shares worth $1.5M. The position accounts for 0.16% of the portfolio, ranked #163.

Pekin Hardy Strauss first reported a position in VUG in Q4 2014 and has held it in 20 quarters since. The position peaked at $1.62M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Pekin Hardy Strauss held 20,598 shares of Vanguard Growth ETF worth $1.5M as of Q1 2026.
  • Pekin Hardy Strauss bought 630 Vanguard Growth ETF shares in Q1 2026, an estimated $49K.
  • Vanguard Growth ETF made up 0.16% of Pekin Hardy Strauss's portfolio in Q1 2026, its #163 holding.
  • Pekin Hardy Strauss first reported a position in Vanguard Growth ETF in Q4 2014 and has held it in 20 quarters since.
  • Pekin Hardy Strauss's Vanguard Growth ETF position peaked at $1.62M in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Pekin Hardy Strauss's 13F filing for Q1 2026, filed 7 May 2026.