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BCS Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

BCS 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 		$6.34M Sell
73,543
-1,949
-3% -$164K 1.14% 21
2026
Q1 		$5.5M Sell
75,492
-73,518
-49% -$5.72M 1.12% 21
2025
Q4 		$12.1M Buy
149,010
+74,664
+100% +$6.06M 1.22% 18
2025
Q3 		$5.94M Sell
74,346
-132
-0.2% -$10.1K 1.34% 16
2025
Q2 		$5.44M Buy
74,478
+342
+0.5% +$22.5K 1.17% 19
2025
Q1 		$4.58M Sell
74,136
-942
-1% -$63.5K 1.18% 21
2024
Q4 		$5.14M Buy
+75,078
New +$5.04M 1.28% 17
2024
Q2 		– Sell
-48,696
Closed -$2.79M – 234
2024
Q1 		$2.79M Hold
48,696
– – 0.9% 27
2023
Q4 		$2.52M Hold
48,696
– – 0.93% 23
2023
Q3 		$2.21M Buy
+48,696
New +$2.3M 0.92% 25
2023
Q2 		– Sell
-49,374
Closed -$2.05M – 177
2023
Q1 		$2.05M Buy
49,374
+3,426
+7% +$133K 0.93% 28
2022
Q4 		$1.63M Sell
45,948
-2,364
-5% -$87K 0.68% 36
2022
Q3 		$1.72M Hold
48,312
– – 0.81% 26
2022
Q2 		$1.79M Hold
48,312
– – 0.8% 28
2022
Q1 		$2.32M Sell
48,312
-1,080
-2% -$51.1K 0.96% 21
2021
Q4 		$2.64M Buy
49,392
+1,080
+2% +$56.3K 0.95% 23
2021
Q3 		$2.34M Buy
+48,312
New +$2.4M 0.99% 21
2021
Q2 		– Sell
-48,408
Closed -$2.07M – 171
2021
Q1 		$2.07M Hold
48,408
– – 0.98% 21
2020
Q4 		$2.04M Buy
48,408
+96
+0.2% +$3.83K 1.06% 21
2020
Q3 		$1.83M Buy
48,312
+132
+0.3% +$4.87K 1.04% 23
2020
Q2 		$1.62M Hold
48,180
– – 0.97% 24
2020
Q1 		$1.26M Buy
48,180
+120
+0.2% +$3.59K 0.88% 25
2019
Q4 		$1.46M Buy
+48,060
New +$1.39M 0.97% 27

Other funds holding VUG

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
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

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

BCS Wealth Management reduced its Vanguard Growth ETF (VUG) stake by 2.6% in Q2 2026, selling an estimated $164K and leaving 73,543 shares worth $6.34M. The position accounts for 1.14% of the portfolio, ranked #21.

BCS Wealth Management first reported a position in VUG in Q4 2019 and has held it in 23 quarters since. The position peaked at $12.1M in Q4 2025. 983 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • BCS Wealth Management held 73,543 shares of Vanguard Growth ETF worth $6.34M as of Q2 2026.
  • BCS Wealth Management sold 1,949 Vanguard Growth ETF shares in Q2 2026, an estimated $164K.
  • Vanguard Growth ETF made up 1.14% of BCS Wealth Management's portfolio in Q2 2026, its #21 holding.
  • BCS Wealth Management first reported a position in Vanguard Growth ETF in Q4 2019 and has held it in 23 quarters since.
  • BCS Wealth Management's Vanguard Growth ETF position peaked at $12.1M in Q4 2025.
  • 983 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.