Blue Zone Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

Blue Zone Wealth 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	$3.15M	Sell	36,516 -210	-0.6%	-$17.7K	0.55%	49
2026 Q1	$2.67M	Buy	36,726 +2,598	+8%	+$202K	0.54%	49
2025 Q4	$2.77M	Hold	34,128	–	–	0.53%	56
2025 Q3	$2.73M	Sell	34,128 -1,230	-3%	-$94K	0.54%	57
2025 Q2	$2.58M	Sell	35,358 -180	-0.5%	-$11.9K	0.65%	57
2025 Q1	$2.2M	Sell	35,538 -696	-2%	-$46.9K	0.61%	56
2024 Q4	$2.48M	Sell	36,234 -672	-2%	-$45.1K	0.71%	55
2024 Q3	$2.36M	Sell	36,906 -1,416	-4%	-$87.8K	0.73%	52
2024 Q2	$2.39M	Sell	38,322 -870	-2%	-$50.7K	0.82%	50
2024 Q1	$2.25M	Sell	39,192 -1,140	-3%	-$62.7K	0.77%	52
2023 Q4	$2.09M	Hold	40,332	–	–	0.83%	46
2023 Q3	$1.83M	Hold	40,332	–	–	0.8%	47
2023 Q2	$1.9M	Buy	40,332 +282	+0.7%	+$12.2K	0.88%	42
2023 Q1	$1.67M	Sell	40,050 -5,802	-13%	-$226K	0.89%	39
2022 Q4	$1.63M	Hold	45,852	–	–	0.87%	40
2022 Q3	$1.64M	Buy	45,852 +25,410	+124%	+$1.02M	0.85%	45
2022 Q2	$759K	Sell	20,442 -1,104	-5%	-$45.4K	0.34%	60
2022 Q1	$1.03M	Sell	21,546 -2,616	-11%	-$124K	0.39%	55
2021 Q4	$1.29M	Sell	24,162 -348	-1%	-$18.1K	0.43%	58
2021 Q3	$1.19M	Sell	24,510 -30	-0.1%	-$1.49K	0.41%	63
2021 Q2	$1.17M	Hold	24,540	–	–	0.44%	62
2021 Q1	$1.05M	Sell	24,540 -540	-2%	-$23.1K	0.45%	58
2020 Q4	$1.06M	Hold	25,080	–	–	0.51%	48
2020 Q3	$951K	Hold	25,080	–	–	0.54%	44
2020 Q2	$845K	Sell	25,080 -6,168	-20%	-$190K	0.47%	39
2020 Q1	$816K	Buy	31,248 +17,520	+128%	+$525K	0.77%	19
2019 Q4	$417K	Buy	+13,728	New	+$396K	0.27%	35

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

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

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

Blue Zone Wealth Advisors's VUG Position: Q2 2026 in Review

Blue Zone Wealth Advisors reduced its Vanguard Growth ETF (VUG) stake by 0.57% in Q2 2026, selling an estimated $17.7K and leaving 36,516 shares worth $3.15M. The position accounts for 0.55% of the portfolio, ranked #49.

Blue Zone Wealth Advisors first reported a position in VUG in Q4 2019 and has held it in 27 quarters since. 581 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Blue Zone Wealth Advisors held 36,516 shares of Vanguard Growth ETF worth $3.15M as of Q2 2026.
Blue Zone Wealth Advisors sold 210 Vanguard Growth ETF shares in Q2 2026, an estimated $17.7K.
Vanguard Growth ETF made up 0.55% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #49 holding.
Blue Zone Wealth Advisors first reported a position in Vanguard Growth ETF in Q4 2019 and has held it in 27 quarters since.
581 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.