CMA
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Cedar Mountain Advisors’s Vanguard Growth ETF VUG Stock Holding History

Cedar Mountain 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 		$1.85M Buy
21,465
+3,531
+20% +$297K 0.32% 31
2026
Q1 		$1.31M Sell
17,934
-3,024
-14% -$235K 0.26% 31
2025
Q4 		$1.7M Sell
20,958
-72
-0.3% -$5.84K 0.33% 31
2025
Q3 		$1.68M Buy
21,030
+192
+0.9% +$14.7K 0.33% 31
2025
Q2 		$1.52M Sell
20,838
-420
-2% -$27.7K 0.32% 29
2025
Q1 		$1.31M Sell
21,258
-2,268
-10% -$153K 0.29% 29
2024
Q4 		$1.61M Buy
23,526
+24
+0.1% +$1.61K 0.35% 29
2024
Q3 		$1.5M Buy
23,502
+9,756
+71% +$605K 0.34% 27
2024
Q2 		$857K Buy
13,746
+618
+5% +$36K 0.21% 25
2024
Q1 		$753K Buy
13,128
+1,188
+10% +$65.3K 0.19% 27
2023
Q4 		$619K Buy
11,940
+1,056
+10% +$51K 0.17% 29
2023
Q3 		$494K Buy
10,884
+1,296
+14% +$61.2K 0.15% 31
2023
Q2 		$452K Buy
9,588
+942
+11% +$40.9K 0.13% 32
2023
Q1 		$360K Buy
8,646
+390
+5% +$15.2K 0.11% 33
2022
Q4 		$293K Buy
8,256
+18
+0.2% +$662 0.09% 33
2022
Q3 		$294K Buy
8,238
+12
+0.1% +$482 0.1% 31
2022
Q2 		$306K Buy
8,226
+78
+1% +$3.2K 0.1% 31
2022
Q1 		$391K Sell
8,148
-294
-3% -$13.9K 0.12% 30
2021
Q4 		$452K Buy
8,442
+372
+5% +$19.4K 0.14% 28
2021
Q3 		$390K Buy
8,070
+456
+6% +$22.7K 0.13% 28
2021
Q2 		$364K Sell
7,614
-2,340
-24% -$106K 0.12% 28
2021
Q1 		$426K Buy
9,954
+870
+10% +$37.2K 0.14% 27
2020
Q4 		$384K Buy
9,084
+222
+3% +$8.86K 0.14% 28
2020
Q3 		$336K Buy
8,862
+390
+5% +$14.4K 0.14% 29
2020
Q2 		$285K Buy
8,472
+1,002
+13% +$30.8K 0.12% 28
2020
Q1 		$195K Buy
7,470
+534
+8% +$16K 0.1% 32
2019
Q4 		$211K Buy
+6,936
New +$200K 0.09% 31

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

Cedar Mountain Advisors's VUG Position: Q2 2026 in Review

Cedar Mountain Advisors increased its Vanguard Growth ETF (VUG) stake by 20% in Q2 2026, buying an estimated $297K and bringing the position to 21,465 shares worth $1.85M. The position accounts for 0.32% of the portfolio, ranked #31.

Cedar Mountain Advisors first reported a position in VUG in Q4 2019 and has held it in 27 quarters since. 581 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Cedar Mountain Advisors held 21,465 shares of Vanguard Growth ETF worth $1.85M as of Q2 2026.
  • Cedar Mountain Advisors bought 3,531 Vanguard Growth ETF shares in Q2 2026, an estimated $297K.
  • Vanguard Growth ETF made up 0.32% of Cedar Mountain Advisors's portfolio in Q2 2026, its #31 holding.
  • Cedar Mountain Advisors first reported a position in Vanguard Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 581 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.