Capital Squared Financial’s Vanguard Growth ETF VUG Stock Holding History

Capital Squared Financial’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	$4.22M	Buy	48,949 +691	+1%	+$58.1K	2.76%	5
2026 Q1	$3.51M	Buy	48,258 +1,194	+3%	+$92.9K	2.68%	9
2025 Q4	$3.83M	Buy	47,064 +1,854	+4%	+$150K	2.98%	6
2025 Q3	$3.61M	Buy	45,210 +2,448	+6%	+$187K	3.14%	7
2025 Q2	$3.12M	Buy	+42,762	New	+$2.82M	3.64%	6

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

Capital Squared Financial's VUG Position: Q2 2026 in Review

Capital Squared Financial increased its Vanguard Growth ETF (VUG) stake by 1.4% in Q2 2026, buying an estimated $58.1K and bringing the position to 48,949 shares worth $4.22M. The position accounts for 2.76% of the portfolio, ranked #5.

Capital Squared Financial first reported a position in VUG in Q2 2025 and has held it in 5 quarters since. 955 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Capital Squared Financial held 48,949 shares of Vanguard Growth ETF worth $4.22M as of Q2 2026.
Capital Squared Financial bought 691 Vanguard Growth ETF shares in Q2 2026, an estimated $58.1K.
Vanguard Growth ETF made up 2.76% of Capital Squared Financial's portfolio in Q2 2026, its #5 holding.
Capital Squared Financial first reported a position in Vanguard Growth ETF in Q2 2025 and has held it in 5 quarters since.
955 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Capital Squared Financial's 13F filing for Q2 2026, filed 22 Jul 2026.