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CGC Financial Services’s Vanguard Growth ETF VUG Stock Holding History

CGC Financial Services’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 		$2.74M Buy
31,776
+4,080
+15% +$343K 0.62% 16
2026
Q1 		$2.02M Buy
27,696
+2,010
+8% +$156K 0.58% 13
2025
Q4 		$2.09M Buy
25,686
+4,116
+19% +$334K 0.56% 14
2025
Q3 		$1.72M Buy
21,570
+6,330
+42% +$484K 0.48% 15
2025
Q2 		$1.11M Buy
15,240
+1,746
+13% +$115K 0.38% 14
2025
Q1 		$834K Sell
13,494
-486
-3% -$32.8K 0.33% 17
2024
Q4 		$956K Sell
13,980
-1,506
-10% -$101K 0.38% 16
2024
Q3 		$991K Buy
15,486
+960
+7% +$59.5K 0.4% 15
2024
Q2 		$905K Buy
14,526
+2,028
+16% +$118K 0.39% 17
2024
Q1 		$717K Buy
12,498
+648
+5% +$35.6K 0.38% 19
2023
Q4 		$614K Buy
11,850
+2,934
+33% +$142K 0.28% 29
2023
Q3 		$405K Sell
8,916
-66
-0.7% -$3.12K 0.28% 26
2023
Q2 		$424K Buy
+8,982
New +$390K 0.28% 25

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
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

CGC Financial Services's VUG Position: Q2 2026 in Review

CGC Financial Services increased its Vanguard Growth ETF (VUG) stake by 15% in Q2 2026, buying an estimated $343K and bringing the position to 31,776 shares worth $2.74M. The position accounts for 0.62% of the portfolio, ranked #16.

CGC Financial Services first reported a position in VUG in Q2 2023 and has held it in 13 quarters since. 1,061 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • CGC Financial Services held 31,776 shares of Vanguard Growth ETF worth $2.74M as of Q2 2026.
  • CGC Financial Services bought 4,080 Vanguard Growth ETF shares in Q2 2026, an estimated $343K.
  • Vanguard Growth ETF made up 0.62% of CGC Financial Services's portfolio in Q2 2026, its #16 holding.
  • CGC Financial Services first reported a position in Vanguard Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,061 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.