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

Unified 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 		$218K Hold
3,000
– – 0.22% 126
2025
Q4 		$244K Hold
3,000
– – 0.24% 115
2025
Q3 		$240K Hold
3,000
– – 0.24% 115
2025
Q2 		$219K Buy
+3,000
New +$198K 0.24% 114
2025
Q1 		– Sell
-3,000
Closed -$205K – 123
2024
Q4 		$205K Buy
+3,000
New +$202K 0.23% 107

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

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

Unified Investment Management held its Vanguard Growth ETF (VUG) position steady in Q1 2026 at 3,000 shares worth $218K. The position accounts for 0.22% of the portfolio, ranked #126.

Unified Investment Management first reported a position in VUG in Q4 2024 and has held it in 5 quarters since. The position peaked at $244K in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Unified Investment Management held 3,000 shares of Vanguard Growth ETF worth $218K as of Q1 2026.
  • Unified Investment Management left its Vanguard Growth ETF share count unchanged in Q1 2026.
  • Vanguard Growth ETF made up 0.22% of Unified Investment Management's portfolio in Q1 2026, its #126 holding.
  • Unified Investment Management first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 5 quarters since.
  • Unified Investment Management's Vanguard Growth ETF position peaked at $244K in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Unified Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.