AWM
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Atticus Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Atticus 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 		$370K Buy
4,298
+2
+0% +$168 0.09% 143
2026
Q1 		$313K Hold
4,296
– – 0.08% 140
2025
Q4 		$349K Hold
4,296
– – 0.09% 143
2025
Q3 		$343K Sell
4,296
-270
-6% -$20.6K 0.09% 148
2025
Q2 		$334K Buy
4,566
+354
+8% +$23.3K 0.09% 120
2025
Q1 		$260K Hold
4,212
– – 0.09% 106
2024
Q4 		$288K Hold
4,212
– – 0.09% 96
2024
Q3 		$270K Hold
4,212
– – 0.09% 107
2024
Q2 		$263K Sell
4,212
-138
-3% -$8.05K 0.09% 102
2024
Q1 		$250K Sell
4,350
-60
-1% -$3.3K 0.08% 109
2023
Q4 		$228K Buy
4,410
+30
+0.7% +$1.45K 0.08% 116
2023
Q3 		$199K Hold
4,380
– – 0.08% 126
2023
Q2 		$207K Buy
4,380
+108
+3% +$4.68K 0.08% 131
2023
Q1 		$178K Sell
4,272
-174
-4% -$6.77K 0.07% 138
2022
Q4 		$158K Sell
4,446
-3,762
-46% -$138K 0.06% 138
2022
Q3 		$305K Hold
8,208
– – 0.15% 93
2022
Q2 		$305K Buy
8,208
+1,212
+17% +$49.8K 0.13% 108
2022
Q1 		$335K Buy
6,996
+6,354
+990% +$301K 0.12% 107
2021
Q4 		$34K Hold
642
– – 0.01% 269
2021
Q3 		$31K Hold
642
– – 0.01% 282
2021
Q2 		$31K Hold
642
– – 0.01% 265
2021
Q1 		$28K Hold
642
– – 0.01% 255
2020
Q4 		$27K Buy
+642
New +$25.6K 0.01% 248

Other funds holding VUG

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
BB
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
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

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

Atticus Wealth Management increased its Vanguard Growth ETF (VUG) stake by 0.05% in Q2 2026, buying an estimated $168 and bringing the position to 4,298 shares worth $370K. The position accounts for 0.09% of the portfolio, ranked #143.

Atticus Wealth Management first reported a position in VUG in Q4 2020 and has held it in 23 quarters since. 581 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Atticus Wealth Management held 4,298 shares of Vanguard Growth ETF worth $370K as of Q2 2026.
  • Atticus Wealth Management bought 2 Vanguard Growth ETF shares in Q2 2026, an estimated $168.
  • Vanguard Growth ETF made up 0.09% of Atticus Wealth Management's portfolio in Q2 2026, its #143 holding.
  • Atticus Wealth Management first reported a position in Vanguard Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 581 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.