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Strategic Investment Advisors’s Vanguard Growth ETF VUG Stock Holding History

Strategic Investment 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 		$65.5M Buy
899,376
+151,890
+20% +$11.8M 4.52% 5
2025
Q4 		$60.8M Buy
747,486
+192,798
+35% +$15.6M 5.26% 5
2025
Q3 		$59.5M Sell
554,688
-190,932
-26% -$14.6M 5.35% 4
2025
Q2 		$54.5M Buy
745,620
+5,334
+0.7% +$351K 5.3% 5
2025
Q1 		$45.8M Sell
740,286
-80,808
-10% -$5.45M 4.85% 4
2024
Q4 		$56.2M Buy
821,094
+18,342
+2% +$1.23M 5.97% 2
2024
Q3 		$51.4M Buy
802,752
+23,160
+3% +$1.44M 5.63% 2
2024
Q2 		$48.6M Buy
779,592
+24,534
+3% +$1.43M 5.92% 2
2024
Q1 		$43.3M Buy
755,058
+25,164
+3% +$1.38M 5.56% 2
2023
Q4 		$37.8M Buy
729,894
+40,788
+6% +$1.97M 5.46% 2
2023
Q3 		$31.3M Sell
689,106
-571,014
-45% -$27M 5.15% 3
2023
Q2 		$59.4M Buy
1,260,120
+694,680
+123% +$30.1M 8.24% 3
2023
Q1 		$23.5M Buy
565,440
+55,398
+11% +$2.15M 4.25% 6
2022
Q4 		$18.1M Sell
510,042
-6,000
-1% -$221K 3.76% 7
2022
Q3 		$18.4M Buy
516,042
+15,930
+3% +$640K 4.15% 4
2022
Q2 		$18.6M Buy
500,112
+85,788
+21% +$3.52M 3.71% 5
2022
Q1 		$19.9M Buy
414,324
+50,448
+14% +$2.39M 3.75% 3
2021
Q4 		$19.5M Buy
363,876
+40,020
+12% +$2.08M 3.76% 5
2021
Q3 		$15.7M Buy
323,856
+20,046
+7% +$998K 3.43% 6
2021
Q2 		$14.5M Buy
303,810
+40,788
+16% +$1.85M 3.33% 6
2021
Q1 		$11.3M Buy
263,022
+15,840
+6% +$678K 2.92% 8
2020
Q4 		$10.4M Buy
247,182
+22,842
+10% +$912K 3.01% 6
2020
Q3 		$8.51M Buy
224,340
+31,386
+16% +$1.16M 2.87% 5
2020
Q2 		$6.5M Buy
192,954
+15,360
+9% +$472K 2.45% 7
2020
Q1 		$4.64M Buy
177,594
+11,016
+7% +$330K 2.13% 10
2019
Q4 		$5.06M Buy
166,578
+21,420
+15% +$619K 2.09% 10
2019
Q3 		$4.02M Buy
145,158
+17,892
+14% +$496K 1.93% 13
2019
Q2 		$3.47M Buy
127,266
+31,140
+32% +$832K 1.89% 12
2019
Q1 		$2.51M Buy
96,126
+14,784
+18% +$365K 1.72% 14
2018
Q4 		$1.82M Buy
+81,342
New +$1.97M 1.64% 17

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

Strategic Investment Advisors's VUG Position: Q1 2026 in Review

Strategic Investment Advisors increased its Vanguard Growth ETF (VUG) stake by 20% in Q1 2026, buying an estimated $11.8M and bringing the position to 899,376 shares worth $65.5M. The position accounts for 4.52% of the portfolio, ranked #5.

Strategic Investment Advisors first reported a position in VUG in Q4 2018 and has held it in 30 quarters since. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Strategic Investment Advisors held 899,376 shares of Vanguard Growth ETF worth $65.5M as of Q1 2026.
  • Strategic Investment Advisors bought 151,890 Vanguard Growth ETF shares in Q1 2026, an estimated $11.8M.
  • Vanguard Growth ETF made up 4.52% of Strategic Investment Advisors's portfolio in Q1 2026, its #5 holding.
  • Strategic Investment Advisors first reported a position in Vanguard Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.