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

World 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 		$25.4M Buy
349,362
+18,348
+6% +$1.43M 0.41% 47
2025
Q4 		$26.9M Buy
331,014
+173,742
+110% +$14.1M 0.44% 43
2025
Q3 		$12.6M Buy
157,272
+75,450
+92% +$5.77M 0.26% 79
2025
Q2 		$5.98M Buy
81,822
+10,200
+14% +$672K 0.14% 172
2025
Q1 		$4.43M Sell
71,622
-12,228
-15% -$824K 0.11% 210
2024
Q4 		$5.74M Buy
83,850
+32,178
+62% +$2.16M 0.16% 150
2024
Q3 		$3.31M Buy
51,672
+4,908
+10% +$304K 0.1% 222
2024
Q2 		$2.91M Buy
46,764
+39,258
+523% +$2.29M 0.18% 116
2024
Q1 		$431K Sell
7,506
-31,446
-81% -$1.73M 0.06% 249
2023
Q4 		$2.02M Buy
38,952
+2,592
+7% +$125K 0.26% 86
2023
Q3 		$1.65M Buy
36,360
+390
+1% +$18.4K 0.33% 63
2023
Q2 		$1.7M Sell
35,970
-294
-0.8% -$12.8K 0.33% 59
2023
Q1 		$1.51M Sell
36,264
-258
-0.7% -$10K 0.31% 62
2022
Q4 		$1.3M Sell
36,522
-9,828
-21% -$362K 0.3% 62
2022
Q3 		$1.65M Sell
46,350
-1,158
-2% -$46.5K 0.39% 45
2022
Q2 		$2.03M Sell
47,508
-4,590
-9% -$189K 0.43% 43
2022
Q1 		$2.5M Sell
52,098
-240
-0.5% -$11.4K 0.52% 38
2021
Q4 		$2.52M Buy
52,338
+9,504
+22% +$495K 0.53% 37
2021
Q3 		$2.07M Sell
42,834
-30
-0.1% -$1.49K 0.47% 38
2021
Q2 		$2.05M Buy
42,864
+5,454
+15% +$248K 0.47% 42
2021
Q1 		$1.62M Buy
37,410
+576
+2% +$24.6K 0.39% 47
2020
Q4 		$1.65M Sell
36,834
-1,878
-5% -$75K 0.42% 47
2020
Q3 		$1.47M Buy
38,712
+6,420
+20% +$237K 0.5% 38
2020
Q2 		$1.2M Buy
32,292
+5,370
+20% +$165K 0.42% 42
2020
Q1 		$703K Sell
26,922
-1,284
-5% -$38.5K 0.33% 50
2019
Q4 		$856K Buy
28,206
+5,838
+26% +$169K 0.33% 48
2019
Q3 		$620K Sell
22,368
-306
-1% -$8.49K 0.27% 56
2019
Q2 		$622K Sell
22,674
-3,078
-12% -$82.2K 0.27% 53
2019
Q1 		$673K Sell
25,752
-318
-1% -$7.85K 0.31% 47
2018
Q4 		$650K Buy
+26,070
New +$632K 0.29% 54

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

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

World Investment Advisors increased its Vanguard Growth ETF (VUG) stake by 5.5% in Q1 2026, buying an estimated $1.43M and bringing the position to 349,362 shares worth $25.4M. The position accounts for 0.41% of the portfolio, ranked #47.

World Investment Advisors first reported a position in VUG in Q4 2018 and has held it in 30 quarters since. The position peaked at $26.9M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • World Investment Advisors held 349,362 shares of Vanguard Growth ETF worth $25.4M as of Q1 2026.
  • World Investment Advisors bought 18,348 Vanguard Growth ETF shares in Q1 2026, an estimated $1.43M.
  • Vanguard Growth ETF made up 0.41% of World Investment Advisors's portfolio in Q1 2026, its #47 holding.
  • World Investment Advisors first reported a position in Vanguard Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • World Investment Advisors's Vanguard Growth ETF position peaked at $26.9M in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.