BWM
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Brown Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Brown 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 		$22.1M Sell
256,846
-380
-0.1% -$32K 4.95% 5
2026
Q1 		$18.7M Buy
257,226
+18,894
+8% +$1.47M 4.81% 5
2025
Q4 		$19.4M Sell
238,332
-175,596
-42% -$14.3M 5.1% 4
2025
Q3 		$33.1M Sell
413,928
-7,110
-2% -$543K 9.29% 2
2025
Q2 		$30.8M Buy
421,038
+21,498
+5% +$1.42M 9.55% 2
2025
Q1 		$24.7M Buy
399,540
+16,578
+4% +$1.12M 8.49% 3
2024
Q4 		$26.2M Buy
382,962
+9,906
+3% +$665K 9.29% 2
2024
Q3 		$23.9M Buy
373,056
+18,150
+5% +$1.12M 8.61% 2
2024
Q2 		$22.1M Buy
354,906
+7,980
+2% +$465K 8.92% 2
2024
Q1 		$19.9M Buy
346,926
+188,484
+119% +$10.4M 8.23% 3
2023
Q4 		$8.21M Sell
158,442
-22,974
-13% -$1.11M 3.63% 7
2023
Q3 		$8.23M Buy
181,416
+63,510
+54% +$3M 3.92% 6
2023
Q2 		$5.56M Buy
+117,906
New +$5.11M 2.88% 8

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

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

Brown Wealth Management reduced its Vanguard Growth ETF (VUG) stake by 0.15% in Q2 2026, selling an estimated $32K and leaving 256,846 shares worth $22.1M. The position accounts for 4.95% of the portfolio, ranked #5.

Brown Wealth Management first reported a position in VUG in Q2 2023 and has held it in 13 quarters since. The position peaked at $33.1M in Q3 2025. 745 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Brown Wealth Management held 256,846 shares of Vanguard Growth ETF worth $22.1M as of Q2 2026.
  • Brown Wealth Management sold 380 Vanguard Growth ETF shares in Q2 2026, an estimated $32K.
  • Vanguard Growth ETF made up 4.95% of Brown Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Brown Wealth Management first reported a position in Vanguard Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • Brown Wealth Management's Vanguard Growth ETF position peaked at $33.1M in Q3 2025.
  • 745 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.