CWA
VUG icon

Clarus Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

Clarus Wealth 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 		$8.75M Sell
101,757
-489
-0.5% -$41.1K 3.37% 8
2026
Q1 		$7.58M Buy
102,246
+2,370
+2% +$184K 3.23% 7
2025
Q4 		$8.18M Sell
99,876
-186
-0.2% -$15.1K 3.39% 7
2025
Q3 		$8.03M Sell
100,062
-2,694
-3% -$206K 3.55% 7
2025
Q2 		$7.51M Sell
102,756
-1,626
-2% -$107K 3.47% 8
2025
Q1 		$6.4M Buy
104,382
+17,232
+20% +$1.16M 3.42% 11
2024
Q4 		$5.89M Buy
87,150
+240
+0.3% +$16.1K 2.93% 8
2024
Q3 		$5.49M Buy
86,910
+990
+1% +$61.4K 2.8% 9
2024
Q2 		$5.61M Sell
85,920
-270
-0.3% -$15.7K 2.98% 9
2024
Q1 		$4.9M Sell
86,190
-4,860
-5% -$267K 2.77% 10
2023
Q4 		$4.78M Buy
+91,050
New +$4.39M 2.83% 8
2023
Q2 		$3.8M Buy
81,342
+258
+0.3% +$11.2K 2.31% 12
2023
Q1 		$3.34M Sell
81,084
-8,460
-9% -$329K 2.1% 13
2022
Q4 		$3.25M Buy
89,544
+756
+0.9% +$27.8K 2.13% 17
2022
Q3 		$3.16M Sell
88,788
-1,812
-2% -$72.8K 2.26% 16
2022
Q2 		$3.48M Buy
90,600
+52,032
+135% +$2.14M 2.45% 15
2022
Q1 		$1.75M Buy
38,568
+2,664
+7% +$126K 1.09% 24
2021
Q4 		$1.85M Buy
35,904
+456
+1% +$23.8K 1.06% 24
2021
Q3 		$1.72M Sell
35,448
-4,260
-11% -$212K 1.06% 25
2021
Q2 		$1.94M Buy
39,708
+2,436
+7% +$111K 1.22% 25
2021
Q1 		$1.69M Sell
37,272
-3,732
-9% -$160K 1.06% 25
2020
Q4 		$1.73M Sell
41,004
-1,104
-3% -$44.1K 1.15% 21
2020
Q3 		$1.59M Buy
42,108
+702
+2% +$25.9K 1.23% 20
2020
Q2 		$1.44M Sell
41,406
-4,026
-9% -$124K 1.21% 17
2020
Q1 		$1.14M Buy
45,432
+17,292
+61% +$518K 1.14% 18
2019
Q4 		$881K Buy
28,140
+19,614
+230% +$566K 0.58% 39
2019
Q3 		$236K Buy
8,526
+18
+0.2% +$499 0.17% 119
2019
Q2 		$232K Buy
8,508
+1,224
+17% +$32.7K 0.17% 102
2019
Q1 		$190K Buy
7,284
+30
+0.4% +$740 0.14% 105
2018
Q4 		$162K Buy
7,254
+48
+0.7% +$1.16K 0.25% 106
2018
Q3 		$193K Sell
7,206
-228
-3% -$5.96K 0.13% 130
2018
Q2 		$176K Buy
+7,434
New +$182K 0.13% 128

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

Clarus Wealth Advisors's VUG Position: Q2 2026 in Review

Clarus Wealth Advisors reduced its Vanguard Growth ETF (VUG) stake by 0.48% in Q2 2026, selling an estimated $41.1K and leaving 101,757 shares worth $8.75M. The position accounts for 3.37% of the portfolio, ranked #8.

Clarus Wealth Advisors first reported a position in VUG in Q2 2018 and has held it in 32 quarters since. 580 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Clarus Wealth Advisors held 101,757 shares of Vanguard Growth ETF worth $8.75M as of Q2 2026.
  • Clarus Wealth Advisors sold 489 Vanguard Growth ETF shares in Q2 2026, an estimated $41.1K.
  • Vanguard Growth ETF made up 3.37% of Clarus Wealth Advisors's portfolio in Q2 2026, its #8 holding.
  • Clarus Wealth Advisors first reported a position in Vanguard Growth ETF in Q2 2018 and has held it in 32 quarters since.
  • 580 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Clarus Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.