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CX Institutional’s Vanguard Growth ETF VUG Stock Holding History

CX Institutional’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 		$5.24M Sell
60,816
-2,862
-4% -$241K 0.15% 150
2026
Q1 		$4.64M Sell
63,678
-14,586
-19% -$1.13M 0.14% 171
2025
Q4 		$6.36M Sell
78,264
-4,920
-6% -$399K 0.19% 134
2025
Q3 		$6.65M Sell
83,184
-2,688
-3% -$205K 0.2% 119
2025
Q2 		$6.27M Sell
85,872
-110,934
-56% -$7.3M 0.22% 112
2025
Q1 		$12.2M Buy
196,806
+47,376
+32% +$3.19M 0.46% 54
2024
Q4 		$10.2M Buy
149,430
+59,118
+65% +$3.97M 0.41% 56
2024
Q3 		$5.78M Sell
90,312
-507,798
-85% -$31.5M 0.26% 107
2024
Q2 		$37.3M Buy
598,110
+358,320
+149% +$20.9M 1.75% 6
2024
Q1 		$13.8M Buy
239,790
+170,664
+247% +$9.38M 0.66% 42
2023
Q4 		$3.58M Sell
69,126
-19,884
-22% -$960K 0.19% 146
2023
Q3 		$4.04M Sell
89,010
-61,830
-41% -$2.92M 0.22% 114
2023
Q2 		$7.11M Sell
150,840
-72,288
-32% -$3.13M 0.37% 74
2023
Q1 		$9.27M Buy
223,128
+60,036
+37% +$2.33M 0.49% 57
2022
Q4 		$5.79M Buy
163,092
+11,694
+8% +$430K 0.35% 72
2022
Q3 		$5.4M Sell
151,398
-4,398
-3% -$177K 0.37% 66
2022
Q2 		$5.79M Buy
155,796
+33,690
+28% +$1.38M 0.44% 52
2022
Q1 		$5.85M Sell
122,106
-80,244
-40% -$3.8M 0.47% 51
2021
Q4 		$10.8M Sell
202,350
-108,540
-35% -$5.65M 0.86% 27
2021
Q3 		$15M Buy
310,890
+101,802
+49% +$5.07M 1.23% 14
2021
Q2 		$9.99M Buy
209,088
+24,300
+13% +$1.1M 0.82% 30
2021
Q1 		$7.92M Sell
184,788
-119,286
-39% -$5.1M 0.71% 35
2020
Q4 		$12.8M Sell
304,074
-63,498
-17% -$2.53M 1.24% 14
2020
Q3 		$13.9M Sell
367,572
-33,906
-8% -$1.25M 1.5% 11
2020
Q2 		$13.5M Buy
401,478
+236,568
+143% +$7.28M 1.78% 10
2020
Q1 		$4.31M Buy
164,910
+58,968
+56% +$1.77M 0.7% 34
2019
Q4 		$3.22M Sell
105,942
-2,538
-2% -$73.3K 0.56% 40
2019
Q3 		$3.01M Sell
108,480
-42,882
-28% -$1.19M 0.49% 52
2019
Q2 		$4.12M Buy
151,362
+26,994
+22% +$721K 0.65% 38
2019
Q1 		$3.24M Buy
124,368
+28,194
+29% +$696K 0.57% 46
2018
Q4 		$2.15M Buy
96,174
+34,584
+56% +$838K 0.45% 50
2018
Q3 		$1.65M Buy
61,590
+12,108
+24% +$317K 0.55% 51
2018
Q2 		$1.24M Buy
+49,482
New +$1.21M 0.46% 67

Other funds holding VUG

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
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

CX Institutional's VUG Position: Q2 2026 in Review

CX Institutional reduced its Vanguard Growth ETF (VUG) stake by 4.5% in Q2 2026, selling an estimated $241K and leaving 60,816 shares worth $5.24M. The position accounts for 0.15% of the portfolio, ranked #150.

CX Institutional first reported a position in VUG in Q2 2018 and has held it in 33 quarters since. The position peaked at $37.3M in Q2 2024. 1,061 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • CX Institutional held 60,816 shares of Vanguard Growth ETF worth $5.24M as of Q2 2026.
  • CX Institutional sold 2,862 Vanguard Growth ETF shares in Q2 2026, an estimated $241K.
  • Vanguard Growth ETF made up 0.15% of CX Institutional's portfolio in Q2 2026, its #150 holding.
  • CX Institutional first reported a position in Vanguard Growth ETF in Q2 2018 and has held it in 33 quarters since.
  • CX Institutional's Vanguard Growth ETF position peaked at $37.3M in Q2 2024.
  • 1,061 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.