Atwood & Palmer’s Vanguard Growth ETF VUG Stock Holding History

Atwood & Palmer’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	$206K	Buy	2,394 +1,500	+168%	+$126K	0.01%	158
2026 Q1	$65.1K	Hold	894	–	–	﹤0.01%	232
2025 Q4	$72.7K	Sell	894 -2,400	-73%	-$195K	﹤0.01%	211
2025 Q3	$263K	Buy	3,294 +534	+19%	+$40.8K	0.02%	143
2025 Q2	$202K	Hold	2,760	–	–	0.01%	153
2025 Q1	$171K	Hold	2,760	–	–	0.01%	158
2024 Q4	$189K	Hold	2,760	–	–	0.01%	149
2024 Q3	$177K	Hold	2,760	–	–	0.01%	153
2024 Q2	$172K	Hold	2,760	–	–	0.01%	152
2024 Q1	$158K	Sell	2,760 -2,610	-49%	-$144K	0.01%	159
2023 Q4	$278K	Buy	5,370 +5,250	+4,375%	+$253K	0.02%	132
2023 Q3	$5.45K	Hold	120	–	–	﹤0.01%	337
2023 Q2	$5.66K	Hold	120	–	–	﹤0.01%	342
2023 Q1	$4.99K	Hold	120	–	–	﹤0.01%	330
2022 Q4	$4.26K	Hold	120	–	–	﹤0.01%	354
2022 Q3	$4K	Sell	120 -4,362	-97%	-$175K	﹤0.01%	344
2022 Q2	$166K	Buy	4,482 +4,362	+3,635%	+$179K	0.02%	145
2022 Q1	$6K	Sell	120 -726	-86%	-$34.3K	﹤0.01%	393
2021 Q4	$45K	Hold	846	–	–	﹤0.01%	239
2021 Q3	$41K	Buy	846 +726	+605%	+$36.1K	﹤0.01%	234
2021 Q2	$6K	Hold	120	–	–	﹤0.01%	358
2021 Q1	$5K	Hold	120	–	–	﹤0.01%	389
2020 Q4	$5K	Hold	120	–	–	﹤0.01%	345
2020 Q3	$5K	Hold	120	–	–	﹤0.01%	295
2020 Q2	$4K	Hold	120	–	–	﹤0.01%	295
2020 Q1	$3K	Hold	120	–	–	﹤0.01%	298
2019 Q4	$4K	Hold	120	–	–	﹤0.01%	276
2019 Q3	$3K	Hold	120	–	–	﹤0.01%	288
2019 Q2	$3K	Hold	120	–	–	﹤0.01%	283
2019 Q1	$3K	Hold	120	–	–	﹤0.01%	309
2018 Q4	$3K	Hold	120	–	–	﹤0.01%	300
2018 Q3	$3K	Buy	+120	New	+$3.14K	﹤0.01%	295
2017 Q1	–	Sell	-16,800	Closed	-$312K	–	337
2016 Q4	$312K	Hold	16,800	–	–	0.06%	92
2016 Q3	$314K	Hold	16,800	–	–	0.06%	92
2016 Q2	$300K	Hold	16,800	–	–	0.05%	94
2016 Q1	$298K	Sell	16,800 -18,516	-52%	-$310K	0.05%	95
2015 Q4	$626K	Buy	35,316 +1,716	+5%	+$30.7K	0.12%	82
2015 Q3	$562K	Hold	33,600	–	–	0.11%	86
2015 Q2	$599K	Hold	33,600	–	–	0.11%	89
2015 Q1	$586K	Hold	33,600	–	–	0.1%	90
2014 Q4	$585K	Hold	33,600	–	–	0.11%	85
2014 Q3	$558K	Buy	+33,600	New	+$560K	0.11%	88
2014 Q2	–	Sell	-33,600	Closed	-$523K	–	332
2014 Q1	$523K	Hold	33,600	–	–	0.12%	77
2013 Q4	$521K	Hold	33,600	–	–	0.13%	74
2013 Q3	$474K	Buy	+33,600	New	+$463K	0.13%	75

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

Atwood & Palmer's VUG Position: Q2 2026 in Review

Atwood & Palmer increased its Vanguard Growth ETF (VUG) stake by 168% in Q2 2026, buying an estimated $126K and bringing the position to 2,394 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #158.

Atwood & Palmer first reported a position in VUG in Q3 2013 and has held it in 45 quarters since. The position peaked at $626K in Q4 2015. 1,061 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Atwood & Palmer held 2,394 shares of Vanguard Growth ETF worth $206K as of Q2 2026.
Atwood & Palmer bought 1,500 Vanguard Growth ETF shares in Q2 2026, an estimated $126K.
Vanguard Growth ETF made up 0.01% of Atwood & Palmer's portfolio in Q2 2026, its #158 holding.
Atwood & Palmer first reported a position in Vanguard Growth ETF in Q3 2013 and has held it in 45 quarters since.
Atwood & Palmer's Vanguard Growth ETF position peaked at $626K in Q4 2015.
1,061 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.