ZIM
VUG icon

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

Zacks 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 		$1.15M Buy
15,768
+18
+0.1% +$1.4K 0.01% 396
2025
Q4 		$1.28M Sell
15,750
-492
-3% -$39.9K 0.01% 396
2025
Q3 		$1.3M Buy
16,242
+816
+5% +$62.4K 0.01% 387
2025
Q2 		$1.13M Sell
15,426
-2,310
-13% -$152K 0.01% 392
2025
Q1 		$1.1M Buy
17,736
+864
+5% +$58.3K 0.01% 395
2024
Q4 		$1.15M Buy
16,872
+156
+0.9% +$10.5K 0.01% 401
2024
Q3 		$1.07M Buy
16,716
+108
+0.7% +$6.69K 0.01% 401
2024
Q2 		$1.04M Buy
16,608
+408
+3% +$23.8K 0.01% 365
2024
Q1 		$929K Buy
16,200
+582
+4% +$32K 0.01% 405
2023
Q4 		$809K Buy
15,618
+5,508
+54% +$266K 0.01% 405
2023
Q3 		$459K Buy
10,110
+1,728
+21% +$81.6K 0.01% 467
2023
Q2 		$395K Sell
8,382
-258
-3% -$11.2K 0.01% 490
2023
Q1 		$359K Buy
8,640
+2,400
+38% +$93.3K ﹤0.01% 496
2022
Q4 		$222K Buy
6,240
+198
+3% +$7.28K ﹤0.01% 549
2022
Q3 		$215K Buy
+6,042
New +$243K ﹤0.01% 529
2022
Q2 		– Sell
-4,602
Closed -$221K – 661
2022
Q1 		$221K Sell
4,602
-3,006
-40% -$142K ﹤0.01% 565
2021
Q4 		$407K Buy
+7,608
New +$396K 0.01% 491

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

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

Zacks Investment Management increased its Vanguard Growth ETF (VUG) stake by 0.11% in Q1 2026, buying an estimated $1.4K and bringing the position to 15,768 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #396.

Zacks Investment Management first reported a position in VUG in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.3M in Q3 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Zacks Investment Management held 15,768 shares of Vanguard Growth ETF worth $1.15M as of Q1 2026.
  • Zacks Investment Management bought 18 Vanguard Growth ETF shares in Q1 2026, an estimated $1.4K.
  • Vanguard Growth ETF made up 0.01% of Zacks Investment Management's portfolio in Q1 2026, its #396 holding.
  • Zacks Investment Management first reported a position in Vanguard Growth ETF in Q4 2021 and has held it in 17 quarters since.
  • Zacks Investment Management's Vanguard Growth ETF position peaked at $1.3M in Q3 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.