CWM
VUG icon

Chemistry Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Chemistry Wealth Management’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 		$1.46M Buy
16,901
+2,921
+21% +$246K 0.23% 63
2026
Q1 		$1.02M Hold
13,980
– – 0.18% 80
2025
Q4 		$1.14M Sell
13,980
-216
-2% -$17.5K 0.21% 76
2025
Q3 		$1.13M Buy
14,196
+432
+3% +$33K 0.22% 71
2025
Q2 		$1.01M Buy
13,764
+3,102
+29% +$204K 0.22% 74
2025
Q1 		$659K Buy
10,662
+318
+3% +$21.4K 0.15% 91
2024
Q4 		$707K Buy
10,344
+6
+0.1% +$403 0.17% 81
2024
Q3 		$662K Buy
10,338
+1,434
+16% +$88.9K 0.16% 91
2024
Q2 		$555K Buy
8,904
+174
+2% +$10.1K 0.14% 89
2024
Q1 		$501K Buy
8,730
+78
+0.9% +$4.29K 0.14% 99
2023
Q4 		$448K Buy
8,652
+150
+2% +$7.24K 0.14% 98
2023
Q3 		$386K Sell
8,502
-36
-0.4% -$1.7K 0.13% 102
2023
Q2 		$403K Buy
8,538
+12
+0.1% +$520 0.13% 103
2023
Q1 		$354K Buy
8,526
+54
+0.6% +$2.1K 0.12% 111
2022
Q4 		$301K Buy
8,472
+1,884
+29% +$69.3K 0.12% 112
2022
Q3 		$235K Buy
+6,588
New +$265K 0.09% 123
2022
Q1 		– Sell
-19,770
Closed -$1.06M – 187
2021
Q4 		$1.06M Buy
+19,770
New +$1.03M 0.89% 29

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

Chemistry Wealth Management's VUG Position: Q2 2026 in Review

Chemistry Wealth Management increased its Vanguard Growth ETF (VUG) stake by 21% in Q2 2026, buying an estimated $246K and bringing the position to 16,901 shares worth $1.46M. The position accounts for 0.23% of the portfolio, ranked #63.

Chemistry Wealth Management first reported a position in VUG in Q4 2021 and has held it in 17 quarters since. 1,061 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Chemistry Wealth Management held 16,901 shares of Vanguard Growth ETF worth $1.46M as of Q2 2026.
  • Chemistry Wealth Management bought 2,921 Vanguard Growth ETF shares in Q2 2026, an estimated $246K.
  • Vanguard Growth ETF made up 0.23% of Chemistry Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Chemistry Wealth Management first reported a position in Vanguard Growth ETF in Q4 2021 and has held it in 17 quarters since.
  • 1,061 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

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