Stifel Financial
VUG icon

Stifel Financial’s Vanguard Growth ETF VUG Stock Holding History

Stifel Financial’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 		$323M Sell
4,431,552
-16,446
-0.4% -$1.28M 0.3% 75
2025
Q4 		$362M Sell
4,447,998
-33,030
-0.7% -$2.68M 0.33% 63
2025
Q3 		$358M Buy
4,481,028
+65,712
+1% +$5.02M 0.33% 63
2025
Q2 		$323M Buy
4,415,316
+23,910
+0.5% +$1.57M 0.31% 72
2025
Q1 		$271M Buy
4,391,406
+31,452
+0.7% +$2.12M 0.29% 77
2024
Q4 		$298M Buy
4,359,954
+164,742
+4% +$11.1M 0.31% 72
2024
Q3 		$268M Buy
4,195,212
+25,956
+0.6% +$1.61M 0.28% 84
2024
Q2 		$260M Buy
4,169,256
+9,216
+0.2% +$537K 0.29% 78
2024
Q1 		$239M Sell
4,160,040
-8,856
-0.2% -$487K 0.27% 85
2023
Q4 		$216M Buy
4,168,896
+43,416
+1% +$2.1M 0.27% 83
2023
Q3 		$187M Buy
4,125,480
+228,360
+6% +$10.8M 0.26% 85
2023
Q2 		$184M Buy
3,897,120
+96,996
+3% +$4.21M 0.25% 90
2023
Q1 		$158M Buy
3,800,124
+525,462
+16% +$20.4M 0.23% 104
2022
Q4 		$116M Sell
3,274,662
-86,538
-3% -$3.18M 0.17% 138
2022
Q3 		$120M Buy
3,361,200
+61,194
+2% +$2.46M 0.2% 120
2022
Q2 		$123M Sell
3,300,006
-213,810
-6% -$8.78M 0.19% 123
2022
Q1 		$168M Buy
3,513,816
+15,948
+0.5% +$754K 0.23% 105
2021
Q4 		$187M Buy
3,497,868
+129,024
+4% +$6.72M 0.25% 93
2021
Q3 		$163M Buy
3,368,844
+131,928
+4% +$6.57M 0.24% 100
2021
Q2 		$155M Sell
3,236,916
-159,438
-5% -$7.24M 0.23% 100
2021
Q1 		$146M Sell
3,396,354
-35,544
-1% -$1.52M 0.24% 98
2020
Q4 		$145M Buy
3,431,898
+261,084
+8% +$10.4M 0.26% 95
2020
Q3 		$120M Buy
3,170,814
+292,398
+10% +$10.8M 0.25% 101
2020
Q2 		$97M Buy
2,878,416
+132,324
+5% +$4.07M 0.22% 113
2020
Q1 		$71.7M Buy
2,746,092
+227,856
+9% +$6.82M 0.2% 125
2019
Q4 		$76.5M Buy
2,518,236
+185,982
+8% +$5.37M 0.16% 157
2019
Q3 		$64.5M Buy
2,332,254
+434,562
+23% +$12.1M 0.16% 156
2019
Q2 		$51.6M Buy
1,897,692
+214,566
+13% +$5.73M 0.13% 177
2019
Q1 		$43.9M Sell
1,683,126
-80,610
-5% -$1.99M 0.12% 194
2018
Q4 		$39.5M Buy
1,763,736
+283,812
+19% +$6.88M 0.13% 178
2018
Q3 		$39.7M Buy
1,479,924
+252,846
+21% +$6.62M 0.11% 189
2018
Q2 		$30.7M Sell
1,227,078
-1,086
-0.1% -$26.6K 0.09% 219
2018
Q1 		$29M Buy
1,228,164
+24,366
+2% +$594K 0.09% 228
2017
Q4 		$28.2M Buy
1,203,798
+56,532
+5% +$1.3M 0.09% 237
2017
Q3 		$25.4M Sell
1,147,266
-41,964
-4% -$912K 0.09% 234
2017
Q2 		$25.2M Buy
1,189,230
+103,812
+10% +$2.17M 0.09% 229
2017
Q1 		$22M Buy
1,085,418
+151,044
+16% +$2.98M 0.09% 246
2016
Q4 		$17.4M Buy
934,374
+88,128
+10% +$1.63M 0.07% 276
2016
Q3 		$15.8M Buy
846,246
+89,364
+12% +$1.66M 0.07% 286
2016
Q2 		$13.5M Buy
756,882
+35,016
+5% +$624K 0.06% 303
2016
Q1 		$12.8M Buy
721,866
+116,724
+19% +$1.96M 0.07% 280
2015
Q4 		$10.7M Sell
605,142
-27,186
-4% -$487K 0.06% 338
2015
Q3 		$10.6M Buy
632,328
+74,076
+13% +$1.31M 0.06% 329
2015
Q2 		$9.96M Buy
558,252
+44,070
+9% +$801K 0.05% 365
2015
Q1 		$8.96M Buy
514,182
+217,794
+73% +$3.86M 0.05% 431
2014
Q4 		$5.16M Buy
296,388
+27,942
+10% +$475K 0.03% 587
2014
Q3 		$4.46M Buy
268,446
+109,038
+68% +$1.82M 0.04% 499
2014
Q2 		$2.63M Buy
159,408
+30,018
+23% +$476K 0.02% 665
2014
Q1 		$2.02M Buy
+129,390
New +$2.01M 0.02% 745

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

Stifel Financial's VUG Position: Q1 2026 in Review

Stifel Financial reduced its Vanguard Growth ETF (VUG) stake by 0.37% in Q1 2026, selling an estimated $1.28M and leaving 4,431,552 shares worth $323M. The position accounts for 0.3% of the portfolio, ranked #75.

Stifel Financial first reported a position in VUG in Q1 2014 and has held it in 49 quarters since. The position peaked at $362M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Stifel Financial held 4,431,552 shares of Vanguard Growth ETF worth $323M as of Q1 2026.
  • Stifel Financial sold 16,446 Vanguard Growth ETF shares in Q1 2026, an estimated $1.28M.
  • Vanguard Growth ETF made up 0.3% of Stifel Financial's portfolio in Q1 2026, its #75 holding.
  • Stifel Financial first reported a position in Vanguard Growth ETF in Q1 2014 and has held it in 49 quarters since.
  • Stifel Financial's Vanguard Growth ETF position peaked at $362M in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.