Carolina Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

Carolina Wealth 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	$12.4K	Buy	+144	New	+$12.1K	﹤0.01%	178
2025 Q4	–	Sell	-222	Closed	-$17.7K	–	292
2025 Q3	$17.7K	Buy	+222	New	+$17K	0.01%	146
2024 Q1	–	Sell	-24	Closed	-$1.24K	–	251
2023 Q4	$1.24K	Hold	24	–	–	﹤0.01%	214
2023 Q3	$1.09K	Sell	24 -108	-82%	-$5.1K	﹤0.01%	233
2023 Q2	$6.22K	Buy	+132	New	+$5.72K	﹤0.01%	171
2021 Q2	–	Sell	-426	Closed	-$18K	–	321
2021 Q1	$18K	Buy	+426	New	+$18.2K	0.01%	178

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

Carolina Wealth Advisors's VUG Position: Q2 2026 in Review

Carolina Wealth Advisors opened a new position in Vanguard Growth ETF (VUG) in Q2 2026: 144 shares worth $12.4K. The stake represents ﹤0.01% of the portfolio and ranks #178 among its holdings. This is a return to the name: Carolina Wealth Advisors previously reported a position in VUG as recently as Q3 2025.

Carolina Wealth Advisors first reported a position in VUG in Q1 2021 and has held it in 6 quarters since. The position peaked at $18K in Q1 2021. 590 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Carolina Wealth Advisors held 144 shares of Vanguard Growth ETF worth $12.4K as of Q2 2026.
Vanguard Growth ETF was a new Carolina Wealth Advisors position in Q2 2026.
Vanguard Growth ETF made up ﹤0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #178 holding.
Carolina Wealth Advisors first reported a position in Vanguard Growth ETF in Q1 2021 and has held it in 6 quarters since.
Carolina Wealth Advisors's Vanguard Growth ETF position peaked at $18K in Q1 2021.
590 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.