CIAS
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Capital Investment Advisory Services’s Vanguard Growth ETF VUG Stock Holding History

Capital Investment Advisory Services’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 		$21.8M Buy
253,186
+104,662
+70% +$8.81M 1.35% 8
2026
Q1 		$10.8M Buy
148,524
+8,214
+6% +$639K 0.79% 23
2025
Q4 		$11.4M Buy
140,310
+1,746
+1% +$142K 0.81% 22
2025
Q3 		$11.1M Sell
138,564
-11,292
-8% -$863K 0.88% 17
2025
Q2 		$10.9M Buy
149,856
+3,006
+2% +$198K 0.9% 19
2025
Q1 		$9.08M Buy
146,850
+6,282
+4% +$424K 0.81% 24
2024
Q4 		$9.62M Sell
140,568
-906
-0.6% -$60.9K 0.93% 20
2024
Q3 		$9.05M Sell
141,474
-46,656
-25% -$2.89M 0.86% 21
2024
Q2 		$11.7M Buy
188,130
+131,460
+232% +$7.67M 1.21% 14
2024
Q1 		$3.25M Buy
56,670
+23,070
+69% +$1.27M 0.35% 67
2023
Q4 		$1.74M Buy
33,600
+2,220
+7% +$107K 0.16% 114
2023
Q3 		$1.42M Buy
31,380
+6,066
+24% +$286K 0.14% 136
2023
Q2 		$1.19M Buy
25,314
+15,084
+147% +$654K 0.12% 154
2023
Q1 		$425K Buy
10,230
+432
+4% +$16.8K 0.05% 284
2022
Q4 		$348K Sell
9,798
-2,448
-20% -$90.1K 0.04% 342
2022
Q3 		$437K Buy
12,246
+888
+8% +$35.7K 0.06% 273
2022
Q2 		$422K Sell
11,358
-90
-0.8% -$3.7K 0.05% 288
2022
Q1 		$549K Buy
11,448
+750
+7% +$35.5K 0.06% 267
2021
Q4 		$572K Hold
10,698
– – 0.07% 252
2021
Q3 		$517K Buy
10,698
+186
+2% +$9.26K 0.07% 259
2021
Q2 		$502K Sell
10,512
-1,194
-10% -$54.2K 0.06% 272
2021
Q1 		$502K Buy
11,706
+24
+0.2% +$1.03K 0.07% 249
2020
Q4 		$493K Sell
11,682
-360
-3% -$14.4K 0.07% 252
2020
Q3 		$457K Sell
12,042
-5,544
-32% -$205K 0.09% 212
2020
Q2 		$592K Sell
17,586
-9,090
-34% -$280K 0.12% 159
2020
Q1 		$697K Buy
26,676
+20,976
+368% +$628K 0.17% 119
2019
Q4 		$173K Sell
5,700
-978
-15% -$28.2K 0.05% 306
2019
Q3 		$185K Sell
6,678
-294
-4% -$8.16K 0.05% 281
2019
Q2 		$195K Sell
6,972
-684
-9% -$18.3K 0.06% 279
2019
Q1 		$200K Buy
7,656
+2,424
+46% +$59.8K 0.07% 222
2018
Q4 		$117K Buy
+5,232
New +$127K 0.05% 275
2018
Q1 		– Sell
-8,802
Closed -$206K – 212
2017
Q4 		$206K Sell
8,802
-10,650
-55% -$244K 0.12% 171
2017
Q3 		$430K Buy
19,452
+1,218
+7% +$26.5K 0.26% 93
2017
Q2 		$386K Buy
18,234
+3,750
+26% +$78.5K 0.25% 100
2017
Q1 		$294K Buy
+14,484
New +$286K 0.22% 110

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

Capital Investment Advisory Services's VUG Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Vanguard Growth ETF (VUG) stake by 70% in Q2 2026, buying an estimated $8.81M and bringing the position to 253,186 shares worth $21.8M. The position accounts for 1.35% of the portfolio, ranked #8.

Capital Investment Advisory Services first reported a position in VUG in Q1 2017 and has held it in 35 quarters since. 942 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Capital Investment Advisory Services held 253,186 shares of Vanguard Growth ETF worth $21.8M as of Q2 2026.
  • Capital Investment Advisory Services bought 104,662 Vanguard Growth ETF shares in Q2 2026, an estimated $8.81M.
  • Vanguard Growth ETF made up 1.35% of Capital Investment Advisory Services's portfolio in Q2 2026, its #8 holding.
  • Capital Investment Advisory Services first reported a position in Vanguard Growth ETF in Q1 2017 and has held it in 35 quarters since.
  • 942 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.