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Capital Advisors Ltd’s Vanguard Growth ETF VUG Stock Holding History

Capital Advisors Ltd’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 		$14.7M Buy
170,265
+147
+0.1% +$12.4K 1.48% 16
2026
Q1 		$12.4M Sell
170,118
-2,448
-1% -$190K 1.41% 16
2025
Q4 		$14M Sell
172,566
-9,180
-5% -$745K 1.58% 15
2025
Q3 		$14.5M Buy
181,746
+546
+0.3% +$41.7K 1.64% 18
2025
Q2 		$13.2M Sell
181,200
-468
-0.3% -$30.8K 1.63% 18
2025
Q1 		$11.2M Sell
181,668
-5,298
-3% -$357K 1.48% 18
2024
Q4 		$12.8M Buy
186,966
+102
+0.1% +$6.85K 1.61% 18
2024
Q3 		$12M Buy
186,864
+774
+0.4% +$48K 1.48% 18
2024
Q2 		$11.6M Sell
186,090
-480
-0.3% -$28K 1.51% 18
2024
Q1 		$10.7M Sell
186,570
-30
-0% -$1.65K 1.4% 18
2023
Q4 		$9.67M Hold
186,600
– – 1.36% 19
2023
Q3 		$8.47M Sell
186,600
-342
-0.2% -$16.2K 1.3% 20
2023
Q2 		$8.82M Sell
186,942
-438
-0.2% -$19K 1.32% 19
2023
Q1 		$7.79M Hold
187,380
– – 1.28% 19
2022
Q4 		$6.66M Buy
187,380
+12,534
+7% +$461K 1.16% 22
2022
Q3 		$6.24M Sell
174,846
-180
-0.1% -$7.24K 1.21% 22
2022
Q2 		$6.5M Sell
175,026
-480
-0.3% -$19.7K 1.22% 20
2022
Q1 		$8.41M Sell
175,506
-2,982
-2% -$141K 1.4% 18
2021
Q4 		$9.55M Buy
178,488
+564
+0.3% +$29.4K 1.54% 18
2021
Q3 		$8.61M Sell
177,924
-3,930
-2% -$196K 1.54% 18
2021
Q2 		$8.69M Buy
181,854
+1,110
+0.6% +$50.4K 1.56% 18
2021
Q1 		$7.74M Sell
180,744
-4,134
-2% -$177K 1.42% 19
2020
Q4 		$7.81M Buy
184,878
+492
+0.3% +$19.6K 1.72% 15
2020
Q3 		$7M Buy
184,386
+2,514
+1% +$92.8K 1.74% 15
2020
Q2 		$6.13M Sell
181,872
-5,700
-3% -$175K 1.62% 14
2020
Q1 		$4.9M Buy
187,572
+3,066
+2% +$91.8K 1.54% 17
2019
Q4 		$5.6M Buy
184,506
+396
+0.2% +$11.4K 1.43% 18
2019
Q3 		$5.1M Hold
184,110
– – 1.41% 16
2019
Q2 		$5.01M Sell
184,110
-15,702
-8% -$419K 1.42% 17
2019
Q1 		$5.21M Hold
199,812
– – 1.41% 17
2018
Q4 		$4.47M Buy
199,812
+5,700
+3% +$138K 1.32% 19
2018
Q3 		$5.21M Buy
194,112
+1,914
+1% +$50.1K 1.47% 17
2018
Q2 		$4.8M Sell
192,198
-1,938
-1% -$47.5K 1.5% 17
2018
Q1 		$4.59M Hold
194,136
– – 1.49% 17
2017
Q4 		$4.55M Hold
194,136
– – 1.5% 18
2017
Q3 		$4.29M Buy
194,136
+936
+0.5% +$20.4K 1.51% 19
2017
Q2 		$4.09M Hold
193,200
– – 1.5% 18
2017
Q1 		$3.92M Hold
193,200
– – 1.51% 18
2016
Q4 		$3.59M Hold
193,200
– – 1.48% 18
2016
Q3 		$3.62M Hold
193,200
– – 1.59% 17
2016
Q2 		$3.45M Sell
193,200
-5,574
-3% -$99.3K 1.62% 17
2016
Q1 		$3.53M Sell
198,774
-10,128
-5% -$170K 1.76% 16
2015
Q4 		$3.7M Buy
208,902
+10,944
+6% +$196K 1.93% 14
2015
Q3 		$3.31M Sell
197,958
-8,796
-4% -$156K 1.83% 14
2015
Q2 		$3.69M Buy
206,754
+1,374
+0.7% +$25K 1.91% 13
2015
Q1 		$3.58M Buy
205,380
+582
+0.3% +$10.3K 1.86% 13
2014
Q4 		$3.56M Buy
204,798
+1,284
+0.6% +$21.8K 1.94% 13
2014
Q3 		$3.38M Buy
203,514
+1,050
+0.5% +$17.5K 1.92% 13
2014
Q2 		$3.34M Sell
202,464
-648
-0.3% -$10.3K 1.87% 13
2014
Q1 		$3.16M Buy
203,112
+10,860
+6% +$169K 1.86% 13
2013
Q4 		$2.98M Buy
+192,252
New +$2.84M 1.98% 13

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
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
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

Capital Advisors Ltd's VUG Position: Q2 2026 in Review

Capital Advisors Ltd increased its Vanguard Growth ETF (VUG) stake by 0.09% in Q2 2026, buying an estimated $12.4K and bringing the position to 170,265 shares worth $14.7M. The position accounts for 1.48% of the portfolio, ranked #16.

Capital Advisors Ltd first reported a position in VUG in Q4 2013 and has held it in 51 quarters since. 581 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Capital Advisors Ltd held 170,265 shares of Vanguard Growth ETF worth $14.7M as of Q2 2026.
  • Capital Advisors Ltd bought 147 Vanguard Growth ETF shares in Q2 2026, an estimated $12.4K.
  • Vanguard Growth ETF made up 1.48% of Capital Advisors Ltd's portfolio in Q2 2026, its #16 holding.
  • Capital Advisors Ltd first reported a position in Vanguard Growth ETF in Q4 2013 and has held it in 51 quarters since.
  • 581 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.