Bay Capital Advisors’s Vanguard Growth ETF VUG Stock Holding History

Bay Capital 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	$970K	Buy	11,263 +7	+0.1%	+$589	0.52%	34
2026 Q1	$819K	Hold	11,256	–	–	0.51%	37
2025 Q4	$915K	Buy	11,256 +72	+0.6%	+$5.84K	0.56%	34
2025 Q3	$894K	Buy	11,184 +24	+0.2%	+$1.83K	0.58%	32
2025 Q2	$815K	Hold	11,160	–	–	0.62%	34
2025 Q1	$690K	Sell	11,160 -6,000	-35%	-$405K	0.57%	41
2024 Q4	$1.17M	Buy	+17,160	New	+$1.15M	0.94%	24

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

Bay Capital Advisors's VUG Position: Q2 2026 in Review

Bay Capital Advisors increased its Vanguard Growth ETF (VUG) stake by 0.06% in Q2 2026, buying an estimated $589 and bringing the position to 11,263 shares worth $970K. The position accounts for 0.52% of the portfolio, ranked #34.

Bay Capital Advisors first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.17M in Q4 2024. 1,061 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Bay Capital Advisors held 11,263 shares of Vanguard Growth ETF worth $970K as of Q2 2026.
Bay Capital Advisors bought 7 Vanguard Growth ETF shares in Q2 2026, an estimated $589.
Vanguard Growth ETF made up 0.52% of Bay Capital Advisors's portfolio in Q2 2026, its #34 holding.
Bay Capital Advisors first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 7 quarters since.
Bay Capital Advisors's Vanguard Growth ETF position peaked at $1.17M in Q4 2024.
1,061 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Bay Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.