Empirical Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Empirical Wealth 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	$9.32M	Sell	108,216 -1,578	-1%	-$133K	0.14%	117
2026 Q1	$7.99M	Buy	109,794 +40,116	+58%	+$3.12M	0.14%	115
2025 Q4	$5.67M	Buy	69,678 +9,282	+15%	+$753K	0.1%	134
2025 Q3	$4.83M	Buy	60,396 +570	+1%	+$43.6K	0.1%	141
2025 Q2	$4.37M	Sell	59,826 -26,100	-30%	-$1.72M	0.1%	137
2025 Q1	$5.31M	Buy	85,926 +46,182	+116%	+$3.11M	0.14%	126
2024 Q4	$2.72M	Buy	39,744 +66	+0.2%	+$4.43K	0.07%	163
2024 Q3	$2.54M	Buy	39,678 +1,500	+4%	+$93K	0.07%	171
2024 Q2	$2.38M	Buy	38,178 +264	+0.7%	+$15.4K	0.07%	163
2024 Q1	$2.17M	Sell	37,914 -150	-0.4%	-$8.25K	0.07%	170
2023 Q4	$1.97M	Buy	38,064 +648	+2%	+$31.3K	0.07%	169
2023 Q3	$1.7M	Buy	37,416 +1,224	+3%	+$57.8K	0.07%	173
2023 Q2	$1.71M	Sell	36,192 -3,024	-8%	-$131K	0.07%	175
2023 Q1	$1.63M	Sell	39,216 -510	-1%	-$19.8K	0.07%	161
2022 Q4	$1.41M	Sell	39,726 -7,674	-16%	-$282K	0.07%	168
2022 Q3	$1.69M	Sell	47,400 -12,750	-21%	-$512K	0.09%	140
2022 Q2	$2.23M	Buy	60,150 +11,202	+23%	+$460K	0.12%	119
2022 Q1	$2.35M	Sell	48,948 -2,286	-4%	-$108K	0.12%	118
2021 Q4	$2.74M	Buy	51,234 +3,294	+7%	+$172K	0.14%	104
2021 Q3	$2.32M	Sell	47,940 -29,910	-38%	-$1.49M	0.13%	103
2021 Q2	$3.72M	Buy	77,850 +27,528	+55%	+$1.25M	0.23%	73
2021 Q1	$2.16M	Buy	50,322 +11,382	+29%	+$487K	0.17%	94
2020 Q4	$1.64M	Sell	38,940 -4,824	-11%	-$193K	0.13%	112
2020 Q3	$1.66M	Sell	43,764 -4,800	-10%	-$177K	0.14%	101
2020 Q2	$1.64M	Sell	48,564 -4,716	-9%	-$145K	0.15%	95
2020 Q1	$1.39M	Sell	53,280 -2,556	-5%	-$76.6K	0.15%	90
2019 Q4	$1.7M	Buy	55,836 +6,936	+14%	+$200K	0.19%	83
2019 Q3	$1.35M	Hold	48,900	–	–	0.16%	94
2019 Q2	$1.33M	Buy	48,900 +8,766	+22%	+$234K	0.17%	88
2019 Q1	$1.05M	Sell	40,134 -1,692	-4%	-$41.8K	0.15%	83
2018 Q4	$936K	Hold	41,826	–	–	0.16%	77
2018 Q3	$1.12M	Hold	41,826	–	–	0.2%	62
2018 Q2	$1.04M	Buy	41,826 +4,116	+11%	+$101K	0.2%	61
2018 Q1	$892K	Hold	37,710	–	–	0.18%	67
2017 Q4	$884K	Hold	37,710	–	–	0.19%	58
2017 Q3	$834K	Buy	37,710 +4,920	+15%	+$107K	0.19%	61
2017 Q2	$694K	Buy	+32,790	New	+$687K	0.17%	65
2014 Q3	–	Sell	-12,714	Closed	-$210K	–	107
2014 Q2	$210K	Buy	+12,714	New	+$202K	0.05%	99

Other funds holding VUG

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Empirical Wealth Management's VUG Position: Q2 2026 in Review

Empirical Wealth Management reduced its Vanguard Growth ETF (VUG) stake by 1.4% in Q2 2026, selling an estimated $133K and leaving 108,216 shares worth $9.32M. The position accounts for 0.14% of the portfolio, ranked #117.

Empirical Wealth Management first reported a position in VUG in Q2 2014 and has held it in 38 quarters since. 1,368 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Empirical Wealth Management held 108,216 shares of Vanguard Growth ETF worth $9.32M as of Q2 2026.
Empirical Wealth Management sold 1,578 Vanguard Growth ETF shares in Q2 2026, an estimated $133K.
Vanguard Growth ETF made up 0.14% of Empirical Wealth Management's portfolio in Q2 2026, its #117 holding.
Empirical Wealth Management first reported a position in Vanguard Growth ETF in Q2 2014 and has held it in 38 quarters since.
1,368 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.