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

Allegheny 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	$4.46M	Buy	51,725 +3,785	+8%	+$318K	0.47%	37
2026 Q1	$3.49M	Buy	47,940 +1,944	+4%	+$151K	0.47%	34
2025 Q4	$3.74M	Buy	45,996 +12,936	+39%	+$1.05M	0.55%	32
2025 Q3	$2.64M	Buy	33,060 +6,840	+26%	+$523K	0.49%	37
2025 Q2	$1.92M	Buy	26,220 +2,892	+12%	+$190K	0.43%	48
2025 Q1	$1.44M	Sell	23,328 -2,640	-10%	-$178K	0.37%	53
2024 Q4	$1.78M	Buy	25,968 +2,172	+9%	+$146K	0.46%	44
2024 Q3	$1.52M	Buy	23,796 +1,932	+9%	+$120K	0.38%	48
2024 Q2	$1.36M	Buy	21,864 +2,052	+10%	+$120K	0.39%	46
2024 Q1	$1.14M	Sell	19,812 -3,552	-15%	-$195K	0.35%	56
2023 Q4	$1.21M	Buy	23,364 +930	+4%	+$44.9K	0.39%	46
2023 Q3	$1.02M	Buy	22,434 +5,538	+33%	+$262K	0.38%	50
2023 Q2	$797K	Sell	16,896 -8,850	-34%	-$384K	0.38%	50
2023 Q1	$1.07M	Buy	25,746 +666	+3%	+$25.9K	0.43%	45
2022 Q4	$891K	Buy	25,080 +11,058	+79%	+$407K	0.37%	55
2022 Q3	$500K	Buy	14,022 +2,190	+19%	+$88K	0.24%	80
2022 Q2	$440K	Buy	11,832 +3,786	+47%	+$156K	0.21%	85
2022 Q1	$386K	Buy	8,046 +6	+0.1%	+$284	0.16%	98
2021 Q4	$430K	Buy	8,040 +12	+0.1%	+$625	0.17%	87
2021 Q3	$388K	Sell	8,028 -1,098	-12%	-$54.6K	0.18%	85
2021 Q2	$436K	Buy	+9,126	New	+$414K	0.2%	81
2021 Q1	–	Sell	-10,182	Closed	-$430K	–	135
2020 Q4	$430K	Buy	+10,182	New	+$406K	0.23%	66

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

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

SGAM

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

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

Allegheny Financial Group increased its Vanguard Growth ETF (VUG) stake by 7.9% in Q2 2026, buying an estimated $318K and bringing the position to 51,725 shares worth $4.46M. The position accounts for 0.47% of the portfolio, ranked #37.

Allegheny Financial Group first reported a position in VUG in Q4 2020 and has held it in 22 quarters since. 956 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Allegheny Financial Group held 51,725 shares of Vanguard Growth ETF worth $4.46M as of Q2 2026.
Allegheny Financial Group bought 3,785 Vanguard Growth ETF shares in Q2 2026, an estimated $318K.
Vanguard Growth ETF made up 0.47% of Allegheny Financial Group's portfolio in Q2 2026, its #37 holding.
Allegheny Financial Group first reported a position in Vanguard Growth ETF in Q4 2020 and has held it in 22 quarters since.
956 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

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