AAFMAA Wealth Management & Trust’s Vanguard Growth ETF VUG Stock Holding History

AAFMAA Wealth Management & Trust’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 Q2	$3.49M	Buy	40,525 +4,687	+13%	+$394K	1.22%	18
2026 Q1	$2.61M	Buy	35,838 +6,966	+24%	+$542K	1.01%	21
2025 Q4	$2.35M	Sell	28,872 -7,944	-22%	-$645K	0.92%	25
2025 Q3	$2.94M	Buy	36,816 +1,932	+6%	+$148K	1.17%	19
2025 Q2	$2.55M	Buy	34,884 +15,360	+79%	+$1.01M	1.05%	19
2025 Q1	$1.21M	Sell	19,524 -84,270	-81%	-$5.68M	0.55%	64
2024 Q4	$7.1M	Buy	103,794 +4,188	+4%	+$281K	3.11%	7
2024 Q3	$6.37M	Buy	+99,606	New	+$6.17M	2.81%	9

Other funds holding VUG

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

AAFMAA Wealth Management & Trust's VUG Position: Q2 2026 in Review

AAFMAA Wealth Management & Trust increased its Vanguard Growth ETF (VUG) stake by 13% in Q2 2026, buying an estimated $394K and bringing the position to 40,525 shares worth $3.49M. The position accounts for 1.22% of the portfolio, ranked #18.

AAFMAA Wealth Management & Trust first reported a position in VUG in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.1M in Q4 2024. 1,054 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

AAFMAA Wealth Management & Trust held 40,525 shares of Vanguard Growth ETF worth $3.49M as of Q2 2026.
AAFMAA Wealth Management & Trust bought 4,687 Vanguard Growth ETF shares in Q2 2026, an estimated $394K.
Vanguard Growth ETF made up 1.22% of AAFMAA Wealth Management & Trust's portfolio in Q2 2026, its #18 holding.
AAFMAA Wealth Management & Trust first reported a position in Vanguard Growth ETF in Q3 2024 and has held it in 8 quarters since.
AAFMAA Wealth Management & Trust's Vanguard Growth ETF position peaked at $7.1M in Q4 2024.
1,054 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q2 2026, filed 8 Jul 2026.