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

Avior 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 		$238M Buy
2,759,568
+147,060
+6% +$12.4M 6.25% 1
2026
Q1 		$190M Sell
2,612,508
-71,196
-3% -$5.54M 5.39% 1
2025
Q4 		$218M Buy
2,683,704
+39,720
+2% +$3.22M 6.8% 1
2025
Q3 		$211M Sell
2,643,984
-38,580
-1% -$2.95M 6.81% 1
2025
Q2 		$196M Buy
2,682,564
+10,740
+0.4% +$707K 6.77% 1
2025
Q1 		$165M Buy
2,671,824
+25,506
+1% +$1.72M 6.27% 1
2024
Q4 		$181M Buy
2,646,318
+705,936
+36% +$47.4M 6.62% 1
2024
Q3 		$124M Buy
1,940,382
+44,316
+2% +$2.75M 4.94% 1
2024
Q2 		$118M Buy
1,896,066
+309,888
+20% +$18.1M 5.08% 1
2024
Q1 		$91M Buy
1,586,178
+162,204
+11% +$8.92M 4.23% 2
2023
Q4 		$73.8M Buy
1,423,974
+11,928
+0.8% +$576K 4.47% 2
2023
Q3 		$64.1M Sell
1,412,046
-10,140
-0.7% -$479K 4.33% 2
2023
Q2 		$67M Buy
1,422,186
+72
+0% +$3.12K 4.36% 2
2023
Q1 		$59.1M Buy
1,422,114
+68,286
+5% +$2.66M 4.05% 2
2022
Q4 		$48.1M Buy
1,353,828
+94,290
+7% +$3.47M 3.63% 3
2022
Q3 		$44.9M Sell
1,259,538
-20,346
-2% -$818K 3.71% 3
2022
Q2 		$47.5M Buy
1,279,884
+66,918
+6% +$2.75M 4.8% 1
2022
Q1 		$58.1M Buy
1,212,966
+157,710
+15% +$7.46M 5.01% 1
2021
Q4 		$56.4M Buy
1,055,256
+117,384
+13% +$6.12M 4.66% 1
2021
Q3 		$45.4M Buy
937,872
+110,178
+13% +$5.48M 3.74% 3
2021
Q2 		$39.7M Buy
827,694
+106,932
+15% +$4.86M 3.99% 3
2021
Q1 		$30.9M Buy
720,762
+138,360
+24% +$5.92M 3.3% 3
2020
Q4 		$24.6M Buy
582,402
+177,360
+44% +$7.08M 3.03% 3
2020
Q3 		$15.4M Buy
405,042
+117,258
+41% +$4.33M 2.19% 5
2020
Q2 		$9.69M Buy
287,784
+75,492
+36% +$2.32M 1.52% 8
2020
Q1 		$5.54M Buy
212,292
+148,242
+231% +$4.44M 1.09% 20
2019
Q4 		$1.94M Buy
64,050
+29,658
+86% +$856K 0.31% 83
2019
Q3 		$953K Buy
34,392
+150
+0.4% +$4.16K 0.17% 125
2019
Q2 		$932K Sell
34,242
-1,818
-5% -$48.6K 0.17% 128
2019
Q1 		$940K Sell
36,060
-660
-2% -$16.3K 0.2% 113
2018
Q4 		$822K Buy
36,720
+3,000
+9% +$72.7K 0.2% 109
2018
Q3 		$905K Hold
33,720
– – 0.19% 111
2018
Q2 		$842K Hold
33,720
– – 0.19% 114
2018
Q1 		$797K Hold
33,720
– – 0.18% 117
2017
Q4 		$760K Sell
33,720
-4,530
-12% -$104K 0.17% 124
2017
Q3 		$846K Buy
38,250
+3,252
+9% +$70.7K 0.28% 99
2017
Q2 		$741K Sell
34,998
-1,716
-5% -$35.9K 0.3% 88
2017
Q1 		$744K Sell
36,714
-2,226
-6% -$43.9K 0.25% 104
2016
Q4 		$724K Hold
38,940
– – 0.27% 100
2016
Q3 		$729K Buy
38,940
+384
+1% +$7.14K 0.29% 99
2016
Q2 		$689K Hold
38,556
– – 0.29% 97
2016
Q1 		$684K Sell
38,556
-4,416
-10% -$74K 0.3% 97
2015
Q4 		$762K Hold
42,972
– – 0.42% 80
2015
Q3 		$718K Hold
42,972
– – 0.42% 83
2015
Q2 		$767K Hold
42,972
– – 0.6% 40
2015
Q1 		$749K Hold
42,972
– – 0.58% 37
2014
Q4 		$748K Sell
42,972
-696
-2% -$11.8K 0.6% 36
2014
Q3 		$725K Hold
43,668
– – 0.62% 38
2014
Q2 		$720K Buy
43,668
+6,000
+16% +$95.1K 0.6% 42
2014
Q1 		$587K Buy
37,668
+1,356
+4% +$21K 0.49% 40
2013
Q4 		$560K Buy
+36,312
New +$536K 0.53% 39

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
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
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

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

Avior Wealth Management increased its Vanguard Growth ETF (VUG) stake by 5.6% in Q2 2026, buying an estimated $12.4M and bringing the position to 2,759,568 shares worth $238M. The position accounts for 6.25% of the portfolio, ranked #1.

Avior Wealth Management first reported a position in VUG in Q4 2013 and has held it in 51 quarters since. 581 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Avior Wealth Management held 2,759,568 shares of Vanguard Growth ETF worth $238M as of Q2 2026.
  • Avior Wealth Management bought 147,060 Vanguard Growth ETF shares in Q2 2026, an estimated $12.4M.
  • Vanguard Growth ETF made up 6.25% of Avior Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Avior Wealth Management first reported a position in Vanguard Growth ETF in Q4 2013 and has held it in 51 quarters since.
  • 581 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.