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

Aprio 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	$1.93M	Sell	22,414 -3,662	-14%	-$308K	0.1%	151
2026 Q1	$1.9M	Buy	26,076 +6,738	+35%	+$524K	0.1%	133
2025 Q4	$1.59M	Buy	19,338 +2,430	+14%	+$197K	0.09%	143
2025 Q3	$1.35M	Buy	16,908 +12	+0.1%	+$917	0.13%	103
2025 Q2	$1.23M	Hold	16,896	–	–	0.14%	97
2025 Q1	$1.04M	Sell	16,896 -1,074	-6%	-$72.4K	0.13%	104
2024 Q4	$1.23M	Buy	17,970 +300	+2%	+$20.2K	0.18%	75
2024 Q3	$1.13M	Buy	17,670 +618	+4%	+$38.3K	0.18%	73
2024 Q2	$1.06M	Sell	17,052 -228	-1%	-$13.3K	0.19%	67
2024 Q1	$991K	Buy	17,280 +300	+2%	+$16.5K	0.19%	64
2023 Q4	$880K	Sell	16,980 -210	-1%	-$10.1K	0.2%	59
2023 Q3	$780K	Sell	17,190 -5,490	-24%	-$259K	0.21%	58
2023 Q2	$1.07M	Buy	22,680 +84	+0.4%	+$3.64K	0.29%	42
2023 Q1	$939K	Sell	22,596 -1,260	-5%	-$49K	0.29%	38
2022 Q4	$847K	Sell	23,856 -1,824	-7%	-$67.1K	0.3%	45
2022 Q3	$916K	Buy	25,680 +2,790	+12%	+$112K	0.37%	37
2022 Q2	$850K	Sell	22,890 -126	-0.5%	-$5.18K	0.34%	38
2022 Q1	$1.1M	Sell	23,016 -30	-0.1%	-$1.42K	0.42%	37
2021 Q4	$1.23M	Sell	23,046 -1,098	-5%	-$57.2K	0.52%	33
2021 Q3	$1.17M	Sell	24,144 -300	-1%	-$14.9K	0.53%	32
2021 Q2	$1.17M	Buy	+24,444	New	+$1.11M	0.55%	31
2020 Q4	–	Sell	-21,492	Closed	-$815K	–	69
2020 Q3	$815K	Sell	21,492 -696	-3%	-$25.7K	0.58%	30
2020 Q2	$747K	Sell	22,188 -3,030	-12%	-$93.2K	0.72%	29
2020 Q1	$659K	Sell	25,218 -1,680	-6%	-$50.3K	0.84%	26
2019 Q4	$817K	Buy	+26,898	New	+$777K	0.6%	27

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

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

Aprio Wealth Management reduced its Vanguard Growth ETF (VUG) stake by 14% in Q2 2026, selling an estimated $308K and leaving 22,414 shares worth $1.93M. The position accounts for 0.1% of the portfolio, ranked #151.

Aprio Wealth Management first reported a position in VUG in Q4 2019 and has held it in 25 quarters since. 1,061 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Aprio Wealth Management held 22,414 shares of Vanguard Growth ETF worth $1.93M as of Q2 2026.
Aprio Wealth Management sold 3,662 Vanguard Growth ETF shares in Q2 2026, an estimated $308K.
Vanguard Growth ETF made up 0.1% of Aprio Wealth Management's portfolio in Q2 2026, its #151 holding.
Aprio Wealth Management first reported a position in Vanguard Growth ETF in Q4 2019 and has held it in 25 quarters since.
1,061 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.