Brady Martz Wealth Solutions’s Vanguard Growth ETF VUG Stock Holding History

Brady Martz Wealth Solutions’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	$1.76M	Sell	20,475 -177	-0.9%	-$14.9K	0.27%	78
2026 Q1	$1.5M	Sell	20,652 -60	-0.3%	-$4.67K	0.26%	77
2025 Q4	$1.68M	Buy	20,712 +4,986	+32%	+$405K	0.3%	66
2025 Q3	$1.26M	Buy	15,726 +534	+4%	+$40.8K	0.23%	82
2025 Q2	$1.11M	Buy	15,192 +3,174	+26%	+$209K	0.21%	87
2025 Q1	$743K	Sell	12,018 -24	-0.2%	-$1.62K	0.17%	96
2024 Q4	$810K	Buy	+12,042	New	+$809K	0.2%	92

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

Brady Martz Wealth Solutions's VUG Position: Q2 2026 in Review

Brady Martz Wealth Solutions reduced its Vanguard Growth ETF (VUG) stake by 0.86% in Q2 2026, selling an estimated $14.9K and leaving 20,475 shares worth $1.76M. The position accounts for 0.27% of the portfolio, ranked #78.

Brady Martz Wealth Solutions first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 1,061 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Brady Martz Wealth Solutions held 20,475 shares of Vanguard Growth ETF worth $1.76M as of Q2 2026.
Brady Martz Wealth Solutions sold 177 Vanguard Growth ETF shares in Q2 2026, an estimated $14.9K.
Vanguard Growth ETF made up 0.27% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #78 holding.
Brady Martz Wealth Solutions first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,061 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.