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Consolidated Portfolio Review Corp’s Vanguard Growth ETF VUG Stock Holding History

Consolidated Portfolio Review Corp’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 		$203K Buy
+2,352
New +$198K 0.02% 34
2025
Q4 		– Sell
-228,450
Closed -$18.3M – 419
2025
Q3 		$18.3M Buy
228,450
+4,932
+2% +$377K 2.29% 4
2025
Q2 		$16.3M Buy
223,518
+1,704
+0.8% +$112K 2.26% 5
2025
Q1 		$13.7M Buy
221,814
+2,316
+1% +$156K 2.2% 4
2024
Q4 		$15M Buy
219,498
+4,566
+2% +$307K 2.38% 5
2024
Q3 		$13.8M Sell
214,932
-6,084
-3% -$377K 3.07% 3
2024
Q2 		$13.8M Buy
221,016
+66,906
+43% +$3.9M 3.21% 3
2024
Q1 		$8.84M Sell
154,110
-16,734
-10% -$920K 2.32% 3
2023
Q4 		$8.85M Sell
170,844
-17,664
-9% -$853K 2.02% 8
2023
Q3 		$8.56M Buy
188,508
+11,676
+7% +$551K 2.08% 7
2023
Q2 		$8.34M Buy
176,832
+4,842
+3% +$210K 1.98% 9
2023
Q1 		$7.15M Buy
+171,990
New +$6.69M 1.93% 10

Other funds holding VUG

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
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
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Consolidated Portfolio Review Corp's VUG Position: Q2 2026 in Review

Consolidated Portfolio Review Corp opened a new position in Vanguard Growth ETF (VUG) in Q2 2026: 2,352 shares worth $203K. The stake represents 0.02% of the portfolio and ranks #34 among its holdings. This is a return to the name: Consolidated Portfolio Review Corp previously reported a position in VUG as recently as Q3 2025.

Consolidated Portfolio Review Corp first reported a position in VUG in Q1 2023 and has held it in 12 quarters since. The position peaked at $18.3M in Q3 2025. 1,160 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Consolidated Portfolio Review Corp held 2,352 shares of Vanguard Growth ETF worth $203K as of Q2 2026.
  • Vanguard Growth ETF was a new Consolidated Portfolio Review Corp position in Q2 2026.
  • Vanguard Growth ETF made up 0.02% of Consolidated Portfolio Review Corp's portfolio in Q2 2026, its #34 holding.
  • Consolidated Portfolio Review Corp first reported a position in Vanguard Growth ETF in Q1 2023 and has held it in 12 quarters since.
  • Consolidated Portfolio Review Corp's Vanguard Growth ETF position peaked at $18.3M in Q3 2025.
  • 1,160 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Consolidated Portfolio Review Corp's 13F filing for Q2 2026, filed 23 Jul 2026.