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

Pullen 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	$368K	Hold	5,052	–	–	0.18%	90
2025 Q4	$411K	Hold	5,052	–	–	0.22%	88
2025 Q3	$404K	Hold	5,052	–	–	0.22%	89
2025 Q2	$369K	Hold	5,052	–	–	0.22%	91
2025 Q1	$312K	Hold	5,052	–	–	0.2%	97
2024 Q4	$346K	Hold	5,052	–	–	0.22%	97
2024 Q3	$323K	Hold	5,052	–	–	0.24%	93
2024 Q2	$315K	Hold	5,052	–	–	0.26%	89
2024 Q1	$290K	Buy	+5,052	New	+$278K	0.24%	88

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

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

Pullen Investment Management held its Vanguard Growth ETF (VUG) position steady in Q1 2026 at 5,052 shares worth $368K. The position accounts for 0.18% of the portfolio, ranked #90.

Pullen Investment Management first reported a position in VUG in Q1 2024 and has held it in 9 quarters since. The position peaked at $411K in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Pullen Investment Management held 5,052 shares of Vanguard Growth ETF worth $368K as of Q1 2026.
Pullen Investment Management left its Vanguard Growth ETF share count unchanged in Q1 2026.
Vanguard Growth ETF made up 0.18% of Pullen Investment Management's portfolio in Q1 2026, its #90 holding.
Pullen Investment Management first reported a position in Vanguard Growth ETF in Q1 2024 and has held it in 9 quarters since.
Pullen Investment Management's Vanguard Growth ETF position peaked at $411K in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Pullen Investment Management's 13F filing for Q1 2026, filed 15 Apr 2026.