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BFSG LLC’s Vanguard Growth ETF VUG Stock Holding History

BFSG LLC’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 		$44.2K Buy
513
+441
+613% +$37.1K ﹤0.01% 447
2026
Q1 		$5.24K Hold
72
– – ﹤0.01% 613
2025
Q4 		$5.86K Hold
72
– – ﹤0.01% 591
2025
Q3 		$5.76K Hold
72
– – ﹤0.01% 587
2025
Q2 		$5.26K Buy
+72
New +$4.74K ﹤0.01% 558
2024
Q2 		– Sell
-252
Closed -$14.5K – 680
2024
Q1 		$14.5K Hold
252
– – ﹤0.01% 460
2023
Q4 		$13.1K Buy
+252
New +$12.2K ﹤0.01% 440

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

BFSG LLC's VUG Position: Q2 2026 in Review

BFSG LLC increased its Vanguard Growth ETF (VUG) stake by 613% in Q2 2026, buying an estimated $37.1K and bringing the position to 513 shares worth $44.2K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

BFSG LLC first reported a position in VUG in Q4 2023 and has held it in 7 quarters since. 663 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • BFSG LLC held 513 shares of Vanguard Growth ETF worth $44.2K as of Q2 2026.
  • BFSG LLC bought 441 Vanguard Growth ETF shares in Q2 2026, an estimated $37.1K.
  • Vanguard Growth ETF made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #447 holding.
  • BFSG LLC first reported a position in Vanguard Growth ETF in Q4 2023 and has held it in 7 quarters since.
  • 663 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.