Accurate Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Accurate Wealth 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 Q2	$3.25M	Buy	37,167 +1,593	+4%	+$134K	0.31%	66
2026 Q1	$2.73M	Sell	35,574 -13,890	-28%	-$1.08M	0.33%	62
2025 Q4	$4.05M	Sell	49,464 -192	-0.4%	-$15.6K	0.51%	36
2025 Q3	$3.94M	Buy	49,656 +3,372	+7%	+$258K	0.52%	32
2025 Q2	$3.41M	Buy	46,284 +360	+0.8%	+$23.7K	0.52%	37
2025 Q1	$2.76M	Sell	45,924 -2,976	-6%	-$201K	0.53%	49
2024 Q4	$3.32M	Sell	48,900 -1,500	-3%	-$101K	0.64%	30
2024 Q3	$3.26M	Buy	50,400 +1,092	+2%	+$67.7K	0.66%	34
2024 Q2	$3.18M	Sell	49,308 -414	-0.8%	-$24.1K	0.76%	36
2024 Q1	$2.67M	Sell	49,722 -264	-0.5%	-$14.5K	0.78%	37
2023 Q4	$2.6M	Sell	49,986 -3,552	-7%	-$171K	0.81%	32
2023 Q3	$2.5M	Sell	53,538 -1,986	-4%	-$93.8K	0.79%	34
2023 Q2	$2.68M	Sell	55,524 -2,106	-4%	-$91.3K	0.83%	29
2023 Q1	$2.37M	Sell	57,630 -774	-1%	-$30.1K	0.82%	21
2022 Q4	$2.12M	Buy	58,404 +8,412	+17%	+$309K	0.78%	19
2022 Q3	$2.07M	Buy	49,992 +22,848	+84%	+$918K	0.86%	32
2022 Q2	$1.05M	Buy	27,144 +15,786	+139%	+$649K	0.57%	36
2022 Q1	$544K	Sell	11,358 -330	-3%	-$15.6K	0.24%	83
2021 Q4	$604K	Buy	11,688 +384	+3%	+$20K	0.49%	56
2021 Q3	$555K	Buy	11,304 +720	+7%	+$35.8K	0.48%	57
2021 Q2	$506K	Buy	+10,584	New	+$481K	0.44%	54

Other funds holding VUG

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Accurate Wealth Management's VUG Position: Q2 2026 in Review

Accurate Wealth Management increased its Vanguard Growth ETF (VUG) stake by 4.5% in Q2 2026, buying an estimated $134K and bringing the position to 37,167 shares worth $3.25M. The position accounts for 0.31% of the portfolio, ranked #66.

Accurate Wealth Management first reported a position in VUG in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.05M in Q4 2025. 1,179 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Accurate Wealth Management held 37,167 shares of Vanguard Growth ETF worth $3.25M as of Q2 2026.
Accurate Wealth Management bought 1,593 Vanguard Growth ETF shares in Q2 2026, an estimated $134K.
Vanguard Growth ETF made up 0.31% of Accurate Wealth Management's portfolio in Q2 2026, its #66 holding.
Accurate Wealth Management first reported a position in Vanguard Growth ETF in Q2 2021 and has held it in 21 quarters since.
Accurate Wealth Management's Vanguard Growth ETF position peaked at $4.05M in Q4 2025.
1,179 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.