Appleton Partners’s Vanguard Growth ETF VUG Stock Holding History

Appleton Partners’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	$465K	Hold	5,394	–	–	0.03%	199
2026 Q1	$393K	Hold	5,394	–	–	0.03%	209
2025 Q4	$439K	Buy	5,394 +414	+8%	+$33.6K	0.03%	198
2025 Q3	$398K	Sell	4,980 -2,964	-37%	-$226K	0.03%	207
2025 Q2	$580K	Sell	7,944 -66	-0.8%	-$4.34K	0.04%	172
2025 Q1	$495K	Buy	8,010 +4,596	+135%	+$310K	0.04%	177
2024 Q4	$234K	Sell	3,414 -1,500	-31%	-$101K	0.02%	235
2024 Q3	$314K	Sell	4,914 -120	-2%	-$7.44K	0.02%	214
2024 Q2	$314K	Sell	5,034 -90	-2%	-$5.25K	0.02%	214
2024 Q1	$294K	Sell	5,124 -444	-8%	-$24.4K	0.02%	232
2023 Q4	$288K	Hold	5,568	–	–	0.02%	254
2023 Q3	$253K	Hold	5,568	–	–	0.02%	263
2023 Q2	$263K	Hold	5,568	–	–	0.02%	266
2023 Q1	$231K	Sell	5,568 -1,320	-19%	-$51.3K	0.02%	278
2022 Q4	$245K	Hold	6,888	–	–	0.02%	275
2022 Q3	$246K	Buy	6,888 +570	+9%	+$22.9K	0.02%	264
2022 Q2	$235K	Sell	6,318 -5,610	-47%	-$230K	0.02%	274
2022 Q1	$572K	Buy	11,928 +582	+5%	+$27.5K	0.05%	204
2021 Q4	$607K	Buy	11,346 +3,396	+43%	+$177K	0.05%	203
2021 Q3	$384K	Hold	7,950	–	–	0.03%	223
2021 Q2	$380K	Sell	7,950 -180	-2%	-$8.17K	0.03%	220
2021 Q1	$348K	Sell	8,130 -360	-4%	-$15.4K	0.03%	226
2020 Q4	$358K	Sell	8,490 -1,470	-15%	-$58.7K	0.04%	217
2020 Q3	$378K	Buy	9,960 +1,080	+12%	+$39.9K	0.04%	200
2020 Q2	$299K	Hold	8,880	–	–	0.04%	216
2020 Q1	$232K	Buy	8,880 +2,280	+35%	+$68.3K	0.03%	237
2019 Q4	$200K	Buy	+6,600	New	+$191K	0.02%	287

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

Appleton Partners's VUG Position: Q2 2026 in Review

Appleton Partners held its Vanguard Growth ETF (VUG) position steady in Q2 2026 at 5,394 shares worth $465K. The position accounts for 0.03% of the portfolio, ranked #199.

Appleton Partners first reported a position in VUG in Q4 2019 and has held it in 27 quarters since. The position peaked at $607K in Q4 2021. 835 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Appleton Partners held 5,394 shares of Vanguard Growth ETF worth $465K as of Q2 2026.
Appleton Partners left its Vanguard Growth ETF share count unchanged in Q2 2026.
Vanguard Growth ETF made up 0.03% of Appleton Partners's portfolio in Q2 2026, its #199 holding.
Appleton Partners first reported a position in Vanguard Growth ETF in Q4 2019 and has held it in 27 quarters since.
Appleton Partners's Vanguard Growth ETF position peaked at $607K in Q4 2021.
835 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.