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Cathy Pareto & Associates’s Vanguard Growth ETF VUG Stock Holding History

Cathy Pareto & Associates’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 		$204K Buy
+2,373
New +$200K 0.12% 102
2026
Q1 		– Sell
-2,670
Closed -$217K – 98
2025
Q4 		$217K Sell
2,670
-606
-18% -$49.2K 0.15% 89
2025
Q3 		$262K Sell
3,276
-1,014
-24% -$77.5K 0.2% 79
2025
Q2 		$314K Hold
4,290
– – 0.26% 71
2025
Q1 		$265K Sell
4,290
-588
-12% -$39.6K 0.23% 70
2024
Q4 		$334K Buy
+4,878
New +$328K 0.31% 62

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

Cathy Pareto & Associates's VUG Position: Q2 2026 in Review

Cathy Pareto & Associates opened a new position in Vanguard Growth ETF (VUG) in Q2 2026: 2,373 shares worth $204K. The stake represents 0.12% of the portfolio and ranks #102 among its holdings. This is a return to the name: Cathy Pareto & Associates previously reported a position in VUG as recently as Q4 2025.

Cathy Pareto & Associates first reported a position in VUG in Q4 2024 and has held it in 6 quarters since. The position peaked at $334K in Q4 2024. 836 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Cathy Pareto & Associates held 2,373 shares of Vanguard Growth ETF worth $204K as of Q2 2026.
  • Vanguard Growth ETF was a new Cathy Pareto & Associates position in Q2 2026.
  • Vanguard Growth ETF made up 0.12% of Cathy Pareto & Associates's portfolio in Q2 2026, its #102 holding.
  • Cathy Pareto & Associates first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Cathy Pareto & Associates's Vanguard Growth ETF position peaked at $334K in Q4 2024.
  • 836 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Cathy Pareto & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.