Camelot Technology Advisors’s Vanguard Growth ETF VUG Stock Holding History

Camelot Technology 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	$465K	Hold	5,400	–	–	0.31%	48
2026 Q1	$393K	Hold	5,400	–	–	0.29%	49
2025 Q4	$439K	Hold	5,400	–	–	0.33%	45
2025 Q3	$432K	Hold	5,400	–	–	0.34%	44
2025 Q2	$395K	Hold	5,400	–	–	0.34%	43
2025 Q1	$334K	Hold	5,400	–	–	0.3%	42
2024 Q4	$369K	Hold	5,400	–	–	0.33%	41
2024 Q3	$346K	Hold	5,400	–	–	0.3%	45
2024 Q2	$337K	Hold	5,400	–	–	0.31%	48
2024 Q1	$310K	Sell	5,400 -306	-5%	-$16.8K	0.29%	49
2023 Q4	$296K	Buy	+5,706	New	+$275K	0.3%	49

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

Camelot Technology Advisors's VUG Position: Q2 2026 in Review

Camelot Technology Advisors held its Vanguard Growth ETF (VUG) position steady in Q2 2026 at 5,400 shares worth $465K. The position accounts for 0.31% of the portfolio, ranked #48.

Camelot Technology Advisors first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. 581 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Camelot Technology Advisors held 5,400 shares of Vanguard Growth ETF worth $465K as of Q2 2026.
Camelot Technology Advisors left its Vanguard Growth ETF share count unchanged in Q2 2026.
Vanguard Growth ETF made up 0.31% of Camelot Technology Advisors's portfolio in Q2 2026, its #48 holding.
Camelot Technology Advisors first reported a position in Vanguard Growth ETF in Q4 2023 and has held it in 11 quarters since.
581 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Camelot Technology Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.