AAMA
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Advanced Asset Management Advisors’s Vanguard Growth ETF VUG Stock Holding History

Advanced Asset Management Advisors’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 		$411K Buy
4,773
+3
+0.1% +$252 0.11% 49
2026
Q1 		$347K Buy
4,770
+144
+3% +$11.2K 0.1% 49
2025
Q4 		$376K Sell
4,626
-2,100
-31% -$170K 0.1% 50
2025
Q3 		$537K Buy
6,726
+24
+0.4% +$1.83K 0.14% 46
2025
Q2 		$490K Buy
6,702
+60
+0.9% +$3.95K 0.13% 46
2025
Q1 		$411K Sell
6,642
-24
-0.4% -$1.62K 0.11% 50
2024
Q4 		$456K Sell
6,666
-162
-2% -$10.9K 0.12% 52
2024
Q3 		$426K Hold
6,828
– – 0.11% 53
2024
Q2 		$426K Sell
6,828
-294
-4% -$17.1K 0.11% 54
2024
Q1 		$409K Sell
7,122
-150
-2% -$8.25K 0.1% 56
2023
Q4 		$377K Sell
7,272
-215,964
-97% -$10.4M 0.09% 60
2023
Q3 		$10.1M Hold
223,236
– – 2.43% 11
2023
Q2 		$10.5M Hold
223,236
– – 2.44% 8
2023
Q1 		$9.28M Hold
223,236
– – 2.26% 13
2022
Q4 		$7.93M Buy
223,236
+72
+0% +$2.65K 1.98% 16
2022
Q3 		$7.96M Buy
223,164
+42
+0% +$1.69K 2.18% 12
2022
Q2 		$8.29M Buy
223,122
+30
+0% +$1.23K 2.12% 13
2022
Q1 		$10.7M Sell
223,092
-278,982
-56% -$13.2M 2.34% 10
2021
Q4 		$26.9M Sell
502,074
-180,222
-26% -$9.39M 5.56% 5
2021
Q3 		$33M Hold
682,296
– – 7.08% 2
2021
Q2 		$32.6M Sell
682,296
-6
-0% -$272 6.9% 2
2021
Q1 		$29.2M Sell
682,302
-1,206
-0.2% -$51.6K 6.51% 2
2020
Q4 		$28.9M Sell
683,508
-264
-0% -$10.5K 6.74% 2
2020
Q3 		$25.9M Hold
683,772
– – 6.89% 2
2020
Q2 		$23M Buy
683,772
+4,254
+0.6% +$131K 6.75% 2
2020
Q1 		$17.7M Hold
679,518
– – 6.15% 4
2019
Q4 		$20.6M Sell
679,518
-162
-0% -$4.68K 6.24% 4
2019
Q3 		$18.8M Hold
679,680
– – 6.05% 4
2019
Q2 		$18.5M Hold
679,680
– – 6.41% 4
2019
Q1 		$17.7M Sell
679,680
-408
-0.1% -$10.1K 6.32% 4
2018
Q4 		$15.2M Buy
+680,088
New +$16.5M 4.87% 5
2018
Q3 		– Sell
-680,088
Closed -$17M – 123
2018
Q2 		$17M Sell
680,088
-420
-0.1% -$10.3K 5.47% 5
2018
Q1 		$16.1M Hold
680,508
– – 5.34% 5
2017
Q4 		$16M Buy
+680,508
New +$15.6M 5.24% 5

Other funds holding VUG

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
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Advanced Asset Management Advisors's VUG Position: Q2 2026 in Review

Advanced Asset Management Advisors increased its Vanguard Growth ETF (VUG) stake by 0.06% in Q2 2026, buying an estimated $252 and bringing the position to 4,773 shares worth $411K. The position accounts for 0.11% of the portfolio, ranked #49.

Advanced Asset Management Advisors first reported a position in VUG in Q4 2017 and has held it in 34 quarters since. The position peaked at $33M in Q3 2021. 581 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Advanced Asset Management Advisors held 4,773 shares of Vanguard Growth ETF worth $411K as of Q2 2026.
  • Advanced Asset Management Advisors bought 3 Vanguard Growth ETF shares in Q2 2026, an estimated $252.
  • Vanguard Growth ETF made up 0.11% of Advanced Asset Management Advisors's portfolio in Q2 2026, its #49 holding.
  • Advanced Asset Management Advisors first reported a position in Vanguard Growth ETF in Q4 2017 and has held it in 34 quarters since.
  • Advanced Asset Management Advisors's Vanguard Growth ETF position peaked at $33M in Q3 2021.
  • 581 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Advanced Asset Management Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.