Certified Advisory Corp’s Vanguard Growth ETF VUG Stock Holding History

Certified Advisory Corp’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	$50M	Buy	580,439 +4,067	+0.7%	+$342K	4.03%	1
2026 Q1	$42M	Buy	576,372 +17,094	+3%	+$1.33M	3.76%	1
2025 Q4	$45.5M	Buy	559,278 +3,612	+0.7%	+$293K	4.14%	1
2025 Q3	$44.4M	Sell	555,666 -21,444	-4%	-$1.64M	4.22%	1
2025 Q2	$42.2M	Buy	577,110 +2,946	+0.5%	+$194K	4.38%	1
2025 Q1	$35.5M	Sell	574,164 -12,390	-2%	-$835K	4.02%	1
2024 Q4	$40.1M	Sell	586,554 -5,310	-0.9%	-$357K	4.35%	1
2024 Q3	$37.9M	Buy	591,864 +2,004	+0.3%	+$124K	4.2%	1
2024 Q2	$36.8M	Buy	589,860 +4,968	+0.8%	+$290K	4.61%	1
2024 Q1	$33.6M	Buy	584,892 +1,314	+0.2%	+$72.3K	4.68%	1
2023 Q4	$30.2M	Sell	583,578 -750	-0.1%	-$36.2K	4.59%	1
2023 Q3	$26.2M	Buy	584,328 +7,794	+1%	+$368K	4.82%	1
2023 Q2	$27.2M	Buy	576,534 +22,272	+4%	+$966K	5%	1
2023 Q1	$23M	Buy	554,262 +23,670	+4%	+$921K	4.1%	1
2022 Q4	$18.8M	Buy	530,592 +2,892	+0.5%	+$106K	3.72%	3
2022 Q3	$18.8M	Buy	527,700 +18,816	+4%	+$756K	4.29%	2
2022 Q2	$18.9M	Buy	508,884 +181,842	+56%	+$7.47M	4.21%	2
2022 Q1	$15.7M	Buy	327,042 +53,712	+20%	+$2.54M	3.33%	3
2021 Q4	$14.6M	Sell	273,330 -6,132	-2%	-$319K	3.22%	4
2021 Q3	$13.5M	Buy	279,462 +5,652	+2%	+$281K	3.28%	3
2021 Q2	$13.1M	Sell	273,810 -7,074	-3%	-$321K	3.29%	3
2021 Q1	$12M	Buy	+280,884	New	+$12M	3.12%	3
2020 Q2	$9.53M	Buy	283,044 +26,382	+10%	+$811K	3.15%	5
2020 Q1	$6.7M	Buy	256,662 +43,236	+20%	+$1.29M	2.65%	5
2019 Q4	$6.48M	Buy	213,426 +16,974	+9%	+$490K	2.07%	12
2019 Q3	$5.44M	Buy	196,452 +3,456	+2%	+$95.9K	1.89%	12
2019 Q2	$5.26M	Buy	192,996 +98,208	+104%	+$2.62M	1.95%	12
2019 Q1	$2.47M	Buy	94,788 +6,150	+7%	+$152K	1.04%	19
2018 Q4	$1.99M	Sell	88,638 -1,014	-1%	-$24.6K	1.03%	19
2018 Q3	$2.41M	Buy	89,652 +42	+0%	+$1.1K	1.11%	18
2018 Q2	$2.24M	Buy	89,610 +8,100	+10%	+$199K	1.24%	15
2018 Q1	$1.93M	Buy	81,510 +27,228	+50%	+$664K	1.14%	17
2017 Q4	$1.27M	Buy	+54,282	New	+$1.25M	0.91%	26

Other funds holding VUG

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Certified Advisory Corp's VUG Position: Q2 2026 in Review

Certified Advisory Corp increased its Vanguard Growth ETF (VUG) stake by 0.71% in Q2 2026, buying an estimated $342K and bringing the position to 580,439 shares worth $50M. The position accounts for 4.03% of the portfolio, ranked #1.

Certified Advisory Corp first reported a position in VUG in Q4 2017 and has held it in 33 quarters since. 1,082 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Certified Advisory Corp held 580,439 shares of Vanguard Growth ETF worth $50M as of Q2 2026.
Certified Advisory Corp bought 4,067 Vanguard Growth ETF shares in Q2 2026, an estimated $342K.
Vanguard Growth ETF made up 4.03% of Certified Advisory Corp's portfolio in Q2 2026, its #1 holding.
Certified Advisory Corp first reported a position in Vanguard Growth ETF in Q4 2017 and has held it in 33 quarters since.
1,082 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.