Eastover Investment Advisors’s Vanguard Growth ETF VUG Stock Holding History

Eastover Investment 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	$340K	Sell	3,950 -160	-4%	-$13.5K	0.13%	38
2026 Q1	$299K	Buy	4,110 +396	+11%	+$30.8K	0.13%	40
2025 Q4	$302K	Sell	3,714 -534	-13%	-$43.3K	0.13%	39
2025 Q3	$339K	Sell	4,248 -594	-12%	-$45.4K	0.15%	37
2025 Q2	$354K	Sell	4,842 -234	-5%	-$15.4K	0.16%	35
2025 Q1	$314K	Sell	5,076 -390	-7%	-$26.3K	0.15%	41
2024 Q4	$374K	Buy	5,466 +1,620	+42%	+$109K	0.17%	39
2024 Q3	$246K	Buy	3,846 +168	+5%	+$10.4K	0.12%	43
2024 Q2	$233K	Buy	3,678 +48	+1%	+$2.8K	0.11%	45
2024 Q1	$208K	Buy	+3,630	New	+$200K	0.1%	45

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

Eastover Investment Advisors's VUG Position: Q2 2026 in Review

Eastover Investment Advisors reduced its Vanguard Growth ETF (VUG) stake by 3.9% in Q2 2026, selling an estimated $13.5K and leaving 3,950 shares worth $340K. The position accounts for 0.13% of the portfolio, ranked #38.

Eastover Investment Advisors first reported a position in VUG in Q1 2024 and has held it in 10 quarters since. The position peaked at $374K in Q4 2024. 1,061 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Eastover Investment Advisors held 3,950 shares of Vanguard Growth ETF worth $340K as of Q2 2026.
Eastover Investment Advisors sold 160 Vanguard Growth ETF shares in Q2 2026, an estimated $13.5K.
Vanguard Growth ETF made up 0.13% of Eastover Investment Advisors's portfolio in Q2 2026, its #38 holding.
Eastover Investment Advisors first reported a position in Vanguard Growth ETF in Q1 2024 and has held it in 10 quarters since.
Eastover Investment Advisors's Vanguard Growth ETF position peaked at $374K in Q4 2024.
1,061 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Eastover Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.