Doliver Advisors’s Vanguard Growth ETF VUG Stock Holding History

Doliver 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	$233K	Buy	+2,706	New	+$228K	0.05%	177
2026 Q1	–	Sell	-2,706	Closed	-$220K	–	186
2025 Q4	$220K	Hold	2,706	–	–	0.06%	165
2025 Q3	$216K	Buy	+2,706	New	+$207K	0.06%	168
2022 Q1	–	Sell	-65,556	Closed	-$2.28M	–	187
2021 Q4	$2.28M	Buy	65,556 +50,784	+344%	+$2.65M	0.71%	17
2021 Q3	$714K	Buy	+14,772	New	+$735K	0.24%	75
2019 Q3	–	Sell	-9,900	Closed	-$270K	–	173
2019 Q2	$270K	Buy	9,900 +2,004	+25%	+$53.5K	0.11%	87
2019 Q1	$206K	Buy	+7,896	New	+$195K	0.08%	95

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

Doliver Advisors's VUG Position: Q2 2026 in Review

Doliver Advisors opened a new position in Vanguard Growth ETF (VUG) in Q2 2026: 2,706 shares worth $233K. The stake represents 0.05% of the portfolio and ranks #177 among its holdings. This is a return to the name: Doliver Advisors previously reported a position in VUG as recently as Q4 2025.

Doliver Advisors first reported a position in VUG in Q1 2019 and has held it in 7 quarters since. The position peaked at $2.28M in Q4 2021. 888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Doliver Advisors held 2,706 shares of Vanguard Growth ETF worth $233K as of Q2 2026.
Vanguard Growth ETF was a new Doliver Advisors position in Q2 2026.
Vanguard Growth ETF made up 0.05% of Doliver Advisors's portfolio in Q2 2026, its #177 holding.
Doliver Advisors first reported a position in Vanguard Growth ETF in Q1 2019 and has held it in 7 quarters since.
Doliver Advisors's Vanguard Growth ETF position peaked at $2.28M in Q4 2021.
888 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.