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Baring Financial’s Vanguard Growth ETF VUG Stock Holding History

Baring Financial’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 		$1.14M Sell
13,259
-2,095
-14% -$176K 0.63% 38
2026
Q1 		$1.12M Sell
15,354
-2,400
-14% -$187K 0.68% 37
2025
Q4 		$1.44M Sell
17,754
-678
-4% -$55K 0.88% 29
2025
Q3 		$1.47M Sell
18,432
-2,046
-10% -$156K 1% 29
2025
Q2 		$1.5M Sell
20,478
-450
-2% -$29.6K 1.12% 29
2025
Q1 		$1.29M Sell
20,928
-1,080
-5% -$72.8K 1.09% 30
2024
Q4 		$1.51M Buy
+22,008
New +$1.48M 1.34% 26

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
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

Baring Financial's VUG Position: Q2 2026 in Review

Baring Financial reduced its Vanguard Growth ETF (VUG) stake by 14% in Q2 2026, selling an estimated $176K and leaving 13,259 shares worth $1.14M. The position accounts for 0.63% of the portfolio, ranked #38.

Baring Financial first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.51M in Q4 2024. 1,061 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Baring Financial held 13,259 shares of Vanguard Growth ETF worth $1.14M as of Q2 2026.
  • Baring Financial sold 2,095 Vanguard Growth ETF shares in Q2 2026, an estimated $176K.
  • Vanguard Growth ETF made up 0.63% of Baring Financial's portfolio in Q2 2026, its #38 holding.
  • Baring Financial first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • Baring Financial's Vanguard Growth ETF position peaked at $1.51M in Q4 2024.
  • 1,061 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Baring Financial's 13F filing for Q2 2026, filed 8 Jul 2026.