Atlantic Edge Private Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Atlantic Edge Private 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	$1.1M	Buy	12,827 +11,795	+1,143%	+$992K	0.23%	72
2026 Q1	$75.1K	Sell	1,032 -5,400	-84%	-$420K	0.02%	202
2025 Q4	$523K	Sell	6,432 -11,670	-64%	-$947K	0.13%	92
2025 Q3	$1.45M	Sell	18,102 -3,300	-15%	-$252K	0.37%	60
2025 Q2	$1.56M	Buy	21,402 +20,040	+1,471%	+$1.32M	0.43%	55
2025 Q1	$84.2K	Sell	1,362 -24,600	-95%	-$1.66M	0.03%	171
2024 Q4	$1.78M	Buy	25,962 +11,370	+78%	+$764K	0.55%	50
2024 Q3	$934K	Sell	14,592 -6,360	-30%	-$394K	0.28%	76
2024 Q2	$1.31M	Buy	20,952 +4,512	+27%	+$263K	0.44%	59
2024 Q1	$943K	Sell	16,440 -4,902	-23%	-$270K	0.32%	71
2023 Q4	$1.11M	Buy	+21,342	New	+$1.03M	0.45%	61

Other funds holding VUG

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Atlantic Edge Private Wealth Management's VUG Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management increased its Vanguard Growth ETF (VUG) stake by 1,143% in Q2 2026, buying an estimated $992K and bringing the position to 12,827 shares worth $1.1M. The position accounts for 0.23% of the portfolio, ranked #72.

Atlantic Edge Private Wealth Management first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.78M in Q4 2024. 1,276 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Atlantic Edge Private Wealth Management held 12,827 shares of Vanguard Growth ETF worth $1.1M as of Q2 2026.
Atlantic Edge Private Wealth Management bought 11,795 Vanguard Growth ETF shares in Q2 2026, an estimated $992K.
Vanguard Growth ETF made up 0.23% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #72 holding.
Atlantic Edge Private Wealth Management first reported a position in Vanguard Growth ETF in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's Vanguard Growth ETF position peaked at $1.78M in Q4 2024.
1,276 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.