Client 1st Advisory Group’s Vanguard Growth ETF VUG Stock Holding History

Client 1st Advisory Group’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	$369K	Buy	4,278 +120	+3%	+$10.1K	0.1%	94
2026 Q1	$303K	Hold	4,158	–	–	0.09%	105
2025 Q4	$338K	Hold	4,158	–	–	0.11%	95
2025 Q3	$332K	Sell	4,158 -1,350	-25%	-$103K	0.11%	95
2025 Q2	$402K	Buy	5,508 +264	+5%	+$17.4K	0.15%	76
2025 Q1	$324K	Hold	5,244	–	–	0.13%	88
2024 Q4	$359K	Buy	+5,244	New	+$352K	0.14%	79

Other funds holding VUG

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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Client 1st Advisory Group's VUG Position: Q2 2026 in Review

Client 1st Advisory Group increased its Vanguard Growth ETF (VUG) stake by 2.9% in Q2 2026, buying an estimated $10.1K and bringing the position to 4,278 shares worth $369K. The position accounts for 0.1% of the portfolio, ranked #94.

Client 1st Advisory Group first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. The position peaked at $402K in Q2 2025. 702 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Client 1st Advisory Group held 4,278 shares of Vanguard Growth ETF worth $369K as of Q2 2026.
Client 1st Advisory Group bought 120 Vanguard Growth ETF shares in Q2 2026, an estimated $10.1K.
Vanguard Growth ETF made up 0.1% of Client 1st Advisory Group's portfolio in Q2 2026, its #94 holding.
Client 1st Advisory Group first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 7 quarters since.
Client 1st Advisory Group's Vanguard Growth ETF position peaked at $402K in Q2 2025.
702 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.