CV Advisors’s Vanguard Growth ETF VUG Stock Holding History

CV 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	$255K	Sell	2,964 -14,820	-83%	-$1.25M	0.05%	116
2026 Q1	$216K	Buy	+17,784	New	+$1.38M	0.06%	43
2025 Q4	–	Sell	-2,964	Closed	-$237K	–	53
2025 Q3	$237K	Hold	2,964	–	–	0.07%	44
2025 Q2	$217K	Buy	+2,964	New	+$195K	0.07%	36
2025 Q1	–	Sell	-2,964	Closed	-$203K	–	43
2024 Q4	$203K	Buy	+2,964	New	+$199K	0.07%	31

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

CV Advisors's VUG Position: Q2 2026 in Review

CV Advisors reduced its Vanguard Growth ETF (VUG) stake by 83% in Q2 2026, selling an estimated $1.25M and leaving 2,964 shares worth $255K. The position accounts for 0.05% of the portfolio, ranked #116.

CV Advisors first reported a position in VUG in Q4 2024 and has held it in 5 quarters since. 816 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

CV Advisors held 2,964 shares of Vanguard Growth ETF worth $255K as of Q2 2026.
CV Advisors sold 14,820 Vanguard Growth ETF shares in Q2 2026, an estimated $1.25M.
Vanguard Growth ETF made up 0.05% of CV Advisors's portfolio in Q2 2026, its #116 holding.
CV Advisors first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 5 quarters since.
816 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on CV Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.