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DLK Investment Management’s Vanguard Growth ETF VUG Stock Holding History

DLK Investment Management’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 		$764K Buy
+2,043
New +$172K 0.32% 45
2024
Q4 		– Sell
-12,258
Closed -$784K – 113
2024
Q3 		$784K Hold
12,258
– – 0.3% 48
2024
Q2 		$764K Buy
12,258
+1,578
+15% +$92K 0.32% 46
2024
Q1 		$613K Sell
10,680
-270
-2% -$14.8K 0.26% 50
2023
Q4 		$567K Buy
+10,950
New +$529K 0.26% 52

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

DLK Investment Management's VUG Position: Q2 2026 in Review

DLK Investment Management opened a new position in Vanguard Growth ETF (VUG) in Q2 2026: 2,043 shares worth $764K. The stake represents 0.32% of the portfolio and ranks #45 among its holdings. This is a return to the name: DLK Investment Management previously reported a position in VUG as recently as Q3 2024.

DLK Investment Management first reported a position in VUG in Q4 2023 and has held it in 5 quarters since. The position peaked at $784K in Q3 2024. 955 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • DLK Investment Management held 2,043 shares of Vanguard Growth ETF worth $764K as of Q2 2026.
  • Vanguard Growth ETF was a new DLK Investment Management position in Q2 2026.
  • Vanguard Growth ETF made up 0.32% of DLK Investment Management's portfolio in Q2 2026, its #45 holding.
  • DLK Investment Management first reported a position in Vanguard Growth ETF in Q4 2023 and has held it in 5 quarters since.
  • DLK Investment Management's Vanguard Growth ETF position peaked at $784K in Q3 2024.
  • 955 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on DLK Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.