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BXM Wealth’s Vanguard Growth ETF VUG Stock Holding History

BXM Wealth’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 		$2.69M Sell
31,176
-234
-0.7% -$19.7K 1.46% 13
2026
Q1 		$2.29M Buy
31,410
+2,010
+7% +$156K 1.76% 13
2025
Q4 		$2.39M Buy
29,400
+636
+2% +$51.6K 1.84% 13
2025
Q3 		$2.3M Hold
28,764
– – 2.18% 11
2025
Q2 		$2.1M Hold
28,764
– – 2.5% 8
2025
Q1 		$1.78M Hold
28,764
– – 2.14% 10
2024
Q4 		$1.97M Buy
+28,764
New +$1.93M 2.75% 7

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
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

BXM Wealth's VUG Position: Q2 2026 in Review

BXM Wealth reduced its Vanguard Growth ETF (VUG) stake by 0.74% in Q2 2026, selling an estimated $19.7K and leaving 31,176 shares worth $2.69M. The position accounts for 1.46% of the portfolio, ranked #13.

BXM Wealth first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 1,067 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • BXM Wealth held 31,176 shares of Vanguard Growth ETF worth $2.69M as of Q2 2026.
  • BXM Wealth sold 234 Vanguard Growth ETF shares in Q2 2026, an estimated $19.7K.
  • Vanguard Growth ETF made up 1.46% of BXM Wealth's portfolio in Q2 2026, its #13 holding.
  • BXM Wealth first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,067 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.