Buttonwood Financial Advisors’s Vanguard Growth ETF VUG Stock Holding History

Buttonwood Financial 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	$814K	Sell	9,455 -43	-0.5%	-$3.62K	0.25%	64
2026 Q1	$691K	Sell	9,498 -348	-4%	-$27.1K	0.23%	68
2025 Q4	$800K	Sell	9,846 -588	-6%	-$47.7K	0.27%	59
2025 Q3	$834K	Sell	10,434 -150	-1%	-$11.5K	0.29%	57
2025 Q2	$773K	Sell	10,584 -174	-2%	-$11.5K	0.31%	52
2025 Q1	$665K	Hold	10,758	–	–	0.29%	55
2024 Q4	$736K	Sell	10,758 -138	-1%	-$9.27K	0.32%	56
2024 Q3	$697K	Buy	10,896 +2,670	+32%	+$165K	0.3%	56
2024 Q2	$513K	Buy	8,226 +1,446	+21%	+$84.3K	0.24%	71
2024 Q1	$389K	Hold	6,780	–	–	0.18%	82
2023 Q4	$351K	Hold	6,780	–	–	0.19%	81
2023 Q3	$308K	Buy	6,780 +12	+0.2%	+$567	0.19%	84
2023 Q2	$319K	Buy	+6,768	New	+$294K	0.2%	79

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

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

Buttonwood Financial Advisors's VUG Position: Q2 2026 in Review

Buttonwood Financial Advisors reduced its Vanguard Growth ETF (VUG) stake by 0.45% in Q2 2026, selling an estimated $3.62K and leaving 9,455 shares worth $814K. The position accounts for 0.25% of the portfolio, ranked #64.

Buttonwood Financial Advisors first reported a position in VUG in Q2 2023 and has held it in 13 quarters since. The position peaked at $834K in Q3 2025. 804 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Buttonwood Financial Advisors held 9,455 shares of Vanguard Growth ETF worth $814K as of Q2 2026.
Buttonwood Financial Advisors sold 43 Vanguard Growth ETF shares in Q2 2026, an estimated $3.62K.
Vanguard Growth ETF made up 0.25% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #64 holding.
Buttonwood Financial Advisors first reported a position in Vanguard Growth ETF in Q2 2023 and has held it in 13 quarters since.
Buttonwood Financial Advisors's Vanguard Growth ETF position peaked at $834K in Q3 2025.
804 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Buttonwood Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.