VUG — VANGUARD GROWTH

Ownership history in MITCHELL MCLEOD PUGH & WILLIAMS INC  ·  24 quarters on record

AI Ownership Summary

MITCHELL MCLEOD PUGH & WILLIAMS INC reported VANGUARD GROWTH (VUG) in 24 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 7.26% in 2025 Q3. The latest visible filing shows VUG at 6.56% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VUG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MITCHELL MCLEOD PUGH & WILLIAMS INC's position in VANGUARD GROWTH, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VUG was reported at 6.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.26% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VUG stock page MITCHELL MCLEOD PUGH & WILLIAMS INC fund profile MITCHELL MCLEOD PUGH & WILLIAMS INC full holdings
How MITCHELL MCLEOD PUGH & WILLIAMS INC held VUG — position size vs. price
% of Fund (quarterly)    VUG price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 98,009 +8,051 +8.9% 6.56% $45.9M 2026-02-14 (Est.) $457.47
2025 Q3 ADDED 89,958 +8,543 +10.5% 7.26% $45.2M 2025-10-30 $495.29
2025 Q2 ADDED 81,415 +6,249 +8.3% 6.65% $35.7M 2025-07-28 $454.49
2025 Q1 ADDED 75,166 +5,360 +7.7% 5.77% $27.9M 2025-05-01 $382.17
2024 Q4 ADDED 69,806 +4,394 +6.7% 6.01% $28.7M 2025-01-16 $408.19
2024 Q3 ADDED 65,412 +3,296 +5.3% 5.24% $25.1M 2024-11-04 $382.25
2024 Q2 ADDED 62,116 +2,023 +3.4% 5.30% $23.2M 2024-07-31 $364.33
2024 Q1 ADDED 60,093 +1,399 +2.4% 4.98% $20.7M 2024-05-01 $325.84
2023 Q4 REDUCED 58,694 -1,913 -3.2% 4.83% $18.2M 2024-02-05 $325.54
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VUG

As of 2026 Q1 — sorted by position size

Rise Advisors, LLC 3Y 16.3% Pathway Financial Advisors LLC 3Y 7Y 11.25% BLUELINE ADVISORS LLC 11.08% Hiley Hunt Wealth Management 10.73% Claris Financial LLC 5.83% Financial Insights, Inc. 3Y 7Y 4.93% Emergent Wealth Advisors, LLC 4.86% Calder Financial LLC 4.07% Trust Co of the South 3.99% Agate Pass Investment Management, LLC 3Y 3.72%

FAQ About MITCHELL MCLEOD PUGH & WILLIAMS INC and VUG

These are the practical questions this page is built to answer before you even open the full history table.

How long has MITCHELL MCLEOD PUGH & WILLIAMS INC reported owning VUG?

MITCHELL MCLEOD PUGH & WILLIAMS INC reported VUG across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VUG position in MITCHELL MCLEOD PUGH & WILLIAMS INC's portfolio?

The largest reported portfolio weight for VUG was 7.26% in 2025 Q3.

What is the latest reported VUG position on this page?

The most recent filing on this page is 2025 Q4, when MITCHELL MCLEOD PUGH & WILLIAMS INC reported 98,009 shares, equal to 6.56% of portfolio, with an estimated market value of $45.9M.

What does the chart on this VUG ownership page compare?

The chart compares MITCHELL MCLEOD PUGH & WILLIAMS INC's quarterly VUG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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