CFSG
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Community Financial Services Group’s Vanguard Growth ETF VUG Stock Holding History

Community Financial Services 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 		$193K Hold
2,238
– – 0.03% 129
2026
Q1 		$165K Sell
2,238
-282
-11% -$21.9K 0.03% 123
2025
Q4 		$205K Sell
2,520
-594
-19% -$48.2K 0.04% 98
2025
Q3 		$249K Hold
3,114
– – 0.05% 90
2025
Q2 		$228K Buy
+3,114
New +$205K 0.05% 92
2025
Q1 		– Sell
-3,114
Closed -$213K – 116
2024
Q4 		$213K Sell
3,114
-822
-21% -$55.2K 0.04% 116
2024
Q3 		$252K Hold
3,936
– – 0.05% 112
2024
Q2 		$245K Hold
3,936
– – 0.05% 116
2024
Q1 		$226K Buy
+3,936
New +$216K 0.05% 132
2023
Q3 		$221K Buy
+4,878
New +$230K 0.06% 116
2021
Q4 		– Sell
-5,004
Closed -$242K – 108
2021
Q3 		$242K Buy
+5,004
New +$249K 0.07% 100
2015
Q4 		– Sell
-10,008
Closed -$167K – 225
2015
Q3 		$167K Hold
10,008
– – 0.08% 71
2015
Q2 		$179K Hold
10,008
– – 0.09% 72
2015
Q1 		$175K Hold
10,008
– – 0.08% 75
2014
Q4 		$174K Hold
10,008
– – 0.08% 78
2014
Q3 		$166K Hold
10,008
– – 0.08% 76
2014
Q2 		$165K Hold
10,008
– – 0.08% 77
2014
Q1 		$155K Buy
+10,008
New +$155K 0.08% 77
2013
Q4 		– Sell
-10,008
Closed -$141K – 189
2013
Q3 		$141K Hold
10,008
– – 0.08% 69
2013
Q2 		$130K Buy
+10,008
New +$132K 0.08% 72

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
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

Community Financial Services Group's VUG Position: Q2 2026 in Review

Community Financial Services Group held its Vanguard Growth ETF (VUG) position steady in Q2 2026 at 2,238 shares worth $193K. The position accounts for 0.03% of the portfolio, ranked #129.

Community Financial Services Group first reported a position in VUG in Q2 2013 and has held it in 20 quarters since. The position peaked at $252K in Q3 2024. 631 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Community Financial Services Group held 2,238 shares of Vanguard Growth ETF worth $193K as of Q2 2026.
  • Community Financial Services Group left its Vanguard Growth ETF share count unchanged in Q2 2026.
  • Vanguard Growth ETF made up 0.03% of Community Financial Services Group's portfolio in Q2 2026, its #129 holding.
  • Community Financial Services Group first reported a position in Vanguard Growth ETF in Q2 2013 and has held it in 20 quarters since.
  • Community Financial Services Group's Vanguard Growth ETF position peaked at $252K in Q3 2024.
  • 631 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.