BHWM
VUG icon

Beaird Harris Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Beaird Harris 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 		$336K Hold
3,900
– – 0.02% 115
2026
Q1 		$284K Hold
3,900
– – 0.02% 117
2025
Q4 		$317K Hold
3,900
– – 0.02% 114
2025
Q3 		$312K Sell
3,900
-96
-2% -$7.34K 0.02% 111
2025
Q2 		$292K Sell
3,996
-372
-9% -$24.5K 0.02% 116
2025
Q1 		$270K Hold
4,368
– – 0.02% 111
2024
Q4 		$299K Hold
4,368
– – 0.03% 108
2024
Q3 		$280K Buy
4,368
+468
+12% +$29K 0.02% 121
2024
Q2 		$243K Hold
3,900
– – 0.02% 116
2024
Q1 		$224K Hold
3,900
– – 0.02% 108
2023
Q4 		$202K Sell
3,900
-12
-0.3% -$579 0.02% 108
2023
Q3 		$178K Buy
3,912
+1,650
+73% +$77.9K 0.02% 103
2023
Q2 		$107K Hold
2,262
– – 0.01% 130
2023
Q1 		$94K Sell
2,262
-66
-3% -$2.57K 0.02% 132
2022
Q4 		$82.7K Sell
2,328
-660
-22% -$24.3K 0.02% 149
2022
Q3 		$107K Buy
2,988
+156
+6% +$6.27K 0.02% 109
2022
Q2 		$105K Sell
2,832
-3,660
-56% -$150K 0.03% 93
2022
Q1 		$311K Sell
6,492
-21,858
-77% -$1.03M 0.11% 68
2021
Q4 		$1.52M Buy
+28,350
New +$1.48M 0.55% 28

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
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
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

Beaird Harris Wealth Management's VUG Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Vanguard Growth ETF (VUG) position steady in Q2 2026 at 3,900 shares worth $336K. The position accounts for 0.02% of the portfolio, ranked #115.

Beaird Harris Wealth Management first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.52M in Q4 2021. 581 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Beaird Harris Wealth Management held 3,900 shares of Vanguard Growth ETF worth $336K as of Q2 2026.
  • Beaird Harris Wealth Management left its Vanguard Growth ETF share count unchanged in Q2 2026.
  • Vanguard Growth ETF made up 0.02% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #115 holding.
  • Beaird Harris Wealth Management first reported a position in Vanguard Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's Vanguard Growth ETF position peaked at $1.52M in Q4 2021.
  • 581 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.