Amplius Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

Amplius Wealth 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	$498K	Sell	5,780 -166	-3%	-$14K	0.04%	128
2026 Q1	$433K	Buy	5,946 +6	+0.1%	+$467	0.04%	116
2025 Q4	$483K	Sell	5,940 -300	-5%	-$24.3K	0.04%	107
2025 Q3	$499K	Sell	6,240 -462	-7%	-$35.3K	0.04%	103
2025 Q2	$490K	Buy	6,702 +228	+4%	+$15K	0.05%	120
2025 Q1	$400K	Buy	6,474 +624	+11%	+$42.1K	0.04%	124
2024 Q4	$400K	Buy	5,850 +852	+17%	+$57.2K	0.04%	120
2024 Q3	$320K	Buy	4,998 +54	+1%	+$3.35K	0.03%	124
2024 Q2	$308K	Sell	4,944 -438	-8%	-$25.5K	0.03%	126
2024 Q1	$309K	Buy	5,382 +936	+21%	+$51.5K	0.03%	127
2023 Q4	$230K	Sell	4,446 -228	-5%	-$11K	0.03%	153
2023 Q3	$212K	Sell	4,674 -30	-0.6%	-$1.42K	0.03%	147
2023 Q2	$222K	Buy	+4,704	New	+$204K	0.03%	152
2022 Q4	–	Sell	-6,060	Closed	-$216K	–	196
2022 Q3	$216K	Buy	+6,060	New	+$244K	0.04%	142
2022 Q2	–	Sell	-8,430	Closed	-$404K	–	198
2022 Q1	$404K	Sell	8,430 -1,224	-13%	-$57.9K	0.06%	113
2021 Q4	$516K	Buy	+9,654	New	+$503K	0.07%	102

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

Amplius Wealth Advisors's VUG Position: Q2 2026 in Review

Amplius Wealth Advisors reduced its Vanguard Growth ETF (VUG) stake by 2.8% in Q2 2026, selling an estimated $14K and leaving 5,780 shares worth $498K. The position accounts for 0.04% of the portfolio, ranked #128.

Amplius Wealth Advisors first reported a position in VUG in Q4 2021 and has held it in 16 quarters since. The position peaked at $516K in Q4 2021. 1,061 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Amplius Wealth Advisors held 5,780 shares of Vanguard Growth ETF worth $498K as of Q2 2026.
Amplius Wealth Advisors sold 166 Vanguard Growth ETF shares in Q2 2026, an estimated $14K.
Vanguard Growth ETF made up 0.04% of Amplius Wealth Advisors's portfolio in Q2 2026, its #128 holding.
Amplius Wealth Advisors first reported a position in Vanguard Growth ETF in Q4 2021 and has held it in 16 quarters since.
Amplius Wealth Advisors's Vanguard Growth ETF position peaked at $516K in Q4 2021.
1,061 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.