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Aventus Investment Advisors’s Vanguard Growth ETF VUG Stock Holding History

Aventus Investment Advisors’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 		$2.06M Sell
23,880
-204
-0.8% -$17.2K 1.51% 14
2026
Q1 		$1.75M Sell
24,084
-330
-1% -$25.7K 1.48% 15
2025
Q4 		$1.99M Sell
24,414
-24
-0.1% -$1.95K 1.61% 15
2025
Q3 		$1.95M Sell
24,438
-402
-2% -$30.7K 1.67% 14
2025
Q2 		$1.81M Buy
+24,840
New +$1.64M 1.63% 14

Other funds holding VUG

MG
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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Aventus Investment Advisors's VUG Position: Q2 2026 in Review

Aventus Investment Advisors reduced its Vanguard Growth ETF (VUG) stake by 0.85% in Q2 2026, selling an estimated $17.2K and leaving 23,880 shares worth $2.06M. The position accounts for 1.51% of the portfolio, ranked #14.

Aventus Investment Advisors first reported a position in VUG in Q2 2025 and has held it in 5 quarters since. 1,133 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Aventus Investment Advisors held 23,880 shares of Vanguard Growth ETF worth $2.06M as of Q2 2026.
  • Aventus Investment Advisors sold 204 Vanguard Growth ETF shares in Q2 2026, an estimated $17.2K.
  • Vanguard Growth ETF made up 1.51% of Aventus Investment Advisors's portfolio in Q2 2026, its #14 holding.
  • Aventus Investment Advisors first reported a position in Vanguard Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,133 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Aventus Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.