Barnes Wealth Management Group’s Vanguard Growth ETF VUG Stock Holding History

Barnes Wealth Management Group’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	$2.45M	Sell	28,487 -43	-0.2%	-$3.62K	1.13%	20
2026 Q1	$2.08M	Buy	28,530 +726	+3%	+$56.5K	1.05%	23
2025 Q4	$2.26M	Sell	27,804 -1,602	-5%	-$130K	1.21%	23
2025 Q3	$2.35M	Sell	29,406 -774	-3%	-$59.1K	1.29%	22
2025 Q2	$2.21M	Sell	30,180 -1,386	-4%	-$91.3K	1.3%	23
2025 Q1	$1.95M	Sell	31,566 -2,328	-7%	-$157K	1.25%	22
2024 Q4	$2.32M	Buy	+33,894	New	+$2.28M	1.55%	19

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

Barnes Wealth Management Group's VUG Position: Q2 2026 in Review

Barnes Wealth Management Group reduced its Vanguard Growth ETF (VUG) stake by 0.15% in Q2 2026, selling an estimated $3.62K and leaving 28,487 shares worth $2.45M. The position accounts for 1.13% of the portfolio, ranked #20.

Barnes Wealth Management Group first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 1,061 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Barnes Wealth Management Group held 28,487 shares of Vanguard Growth ETF worth $2.45M as of Q2 2026.
Barnes Wealth Management Group sold 43 Vanguard Growth ETF shares in Q2 2026, an estimated $3.62K.
Vanguard Growth ETF made up 1.13% of Barnes Wealth Management Group's portfolio in Q2 2026, its #20 holding.
Barnes Wealth Management Group first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,061 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.