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ABLE Financial Group’s Vanguard Growth ETF VUG Stock Holding History

ABLE Financial Group’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 		$284K Hold
3,300
– – 0.05% 182
2026
Q1 		$240K Hold
3,300
– – 0.05% 185
2025
Q4 		$268K Sell
3,300
-96
-3% -$7.79K 0.05% 175
2025
Q3 		$271K Sell
3,396
-150
-4% -$11.5K 0.06% 169
2025
Q2 		$259K Sell
3,546
-288
-8% -$19K 0.06% 176
2025
Q1 		$237K Sell
3,834
-66
-2% -$4.45K 0.07% 176
2024
Q4 		$267K Hold
3,900
– – 0.08% 161
2024
Q3 		$250K Buy
+3,900
New +$242K 0.08% 161

Other funds holding VUG

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
BB
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
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
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

ABLE Financial Group's VUG Position: Q2 2026 in Review

ABLE Financial Group held its Vanguard Growth ETF (VUG) position steady in Q2 2026 at 3,300 shares worth $284K. The position accounts for 0.05% of the portfolio, ranked #182.

ABLE Financial Group first reported a position in VUG in Q3 2024 and has held it in 8 quarters since. 969 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • ABLE Financial Group held 3,300 shares of Vanguard Growth ETF worth $284K as of Q2 2026.
  • ABLE Financial Group left its Vanguard Growth ETF share count unchanged in Q2 2026.
  • Vanguard Growth ETF made up 0.05% of ABLE Financial Group's portfolio in Q2 2026, its #182 holding.
  • ABLE Financial Group first reported a position in Vanguard Growth ETF in Q3 2024 and has held it in 8 quarters since.
  • 969 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on ABLE Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.