Define Financial’s Vanguard Growth ETF VUG Stock Holding History

Define Financial’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	$487K	Buy	5,655 +9	+0.2%	+$757	0.22%	22
2026 Q1	$411K	Buy	5,646 +6	+0.1%	+$467	0.22%	22
2025 Q4	$459K	Buy	5,640 +12	+0.2%	+$974	0.26%	20
2025 Q3	$450K	Buy	5,628 +6	+0.1%	+$458	0.27%	22
2025 Q2	$411K	Hold	5,622	–	–	0.27%	21
2025 Q1	$338K	Buy	5,622 +6	+0.1%	+$405	0.26%	22
2024 Q4	$384K	Buy	+5,616	New	+$377K	0.29%	19

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

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

Define Financial's VUG Position: Q2 2026 in Review

Define Financial increased its Vanguard Growth ETF (VUG) stake by 0.16% in Q2 2026, buying an estimated $757 and bringing the position to 5,655 shares worth $487K. The position accounts for 0.22% of the portfolio, ranked #22.

Define Financial first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 1,061 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Define Financial held 5,655 shares of Vanguard Growth ETF worth $487K as of Q2 2026.
Define Financial bought 9 Vanguard Growth ETF shares in Q2 2026, an estimated $757.
Vanguard Growth ETF made up 0.22% of Define Financial's portfolio in Q2 2026, its #22 holding.
Define Financial first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,061 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Define Financial's 13F filing for Q2 2026, filed 14 Jul 2026.