Dynamic Advisor Solutions’s Vanguard Growth ETF VUG Stock Holding History

Dynamic Advisor Solutions’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	$5M	Sell	57,996 -9,402	-14%	-$791K	0.14%	164
2026 Q1	$4.91M	Sell	67,398 -19,302	-22%	-$1.5M	0.15%	152
2025 Q4	$7.05M	Sell	86,700 -22,104	-20%	-$1.79M	0.23%	97
2025 Q3	$8.7M	Buy	108,804 +25,716	+31%	+$1.97M	0.25%	91
2025 Q2	$6.07M	Buy	83,088 +3,606	+5%	+$237K	0.19%	129
2025 Q1	$4.91M	Buy	+79,482	New	+$5.36M	0.16%	156
2024 Q4	–	Sell	-92,016	Closed	-$5.89M	–	910
2024 Q3	$5.89M	Sell	92,016 -2,244	-2%	-$139K	0.18%	143
2024 Q2	$5.88M	Sell	94,260 -1,170	-1%	-$68.2K	0.19%	136
2024 Q1	$5.47M	Sell	95,430 -5,352	-5%	-$294K	0.18%	146
2023 Q4	$5.06M	Buy	100,782 +4,554	+5%	+$220K	0.19%	159
2023 Q3	$4.37M	Buy	96,228 +27,480	+40%	+$1.3M	0.21%	139
2023 Q2	$3.24M	Buy	68,748 +4,728	+7%	+$205K	0.17%	161
2023 Q1	$2.66M	Buy	64,020 +4,644	+8%	+$181K	0.16%	169
2022 Q4	$2.11M	Sell	59,376 -4,452	-7%	-$164K	0.14%	169
2022 Q3	$2.28M	Sell	63,828 -10,638	-14%	-$428K	0.17%	138
2022 Q2	$2.77M	Buy	74,466 +3,372	+5%	+$139K	0.21%	109
2022 Q1	$3.41M	Sell	71,094 -6,144	-8%	-$291K	0.24%	105
2021 Q4	$4.13M	Sell	77,238 -2,412	-3%	-$126K	0.3%	79
2021 Q3	$3.85M	Sell	79,650 -4,188	-5%	-$208K	0.29%	79
2021 Q2	$4.01M	Buy	83,838 +6,066	+8%	+$275K	0.32%	74
2021 Q1	$3.33M	Buy	77,772 +5,862	+8%	+$251K	0.31%	80
2020 Q4	$3.04M	Buy	71,910 +23,586	+49%	+$941K	0.28%	96
2020 Q3	$1.83M	Buy	48,324 +26,022	+117%	+$961K	0.21%	129
2020 Q2	$751K	Buy	22,302 +13,812	+163%	+$425K	0.1%	221
2020 Q1	$222K	Sell	8,490 -2,508	-23%	-$75.1K	0.04%	387
2019 Q4	$334K	Buy	+10,998	New	+$318K	0.05%	388

Other funds holding VUG

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

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Dynamic Advisor Solutions's VUG Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Vanguard Growth ETF (VUG) stake by 14% in Q2 2026, selling an estimated $791K and leaving 57,996 shares worth $5M. The position accounts for 0.14% of the portfolio, ranked #164.

Dynamic Advisor Solutions first reported a position in VUG in Q4 2019 and has held it in 26 quarters since. The position peaked at $8.7M in Q3 2025. 581 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Dynamic Advisor Solutions held 57,996 shares of Vanguard Growth ETF worth $5M as of Q2 2026.
Dynamic Advisor Solutions sold 9,402 Vanguard Growth ETF shares in Q2 2026, an estimated $791K.
Vanguard Growth ETF made up 0.14% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #164 holding.
Dynamic Advisor Solutions first reported a position in Vanguard Growth ETF in Q4 2019 and has held it in 26 quarters since.
Dynamic Advisor Solutions's Vanguard Growth ETF position peaked at $8.7M in Q3 2025.
581 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.