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Encompass More Asset Management’s Vanguard Growth ETF VUG Stock Holding History

Encompass More Asset 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 		$285K Buy
3,303
+51
+2% +$4.29K 0.04% 227
2026
Q1 		$237K Sell
3,252
-102
-3% -$7.93K 0.04% 219
2025
Q4 		$273K Sell
3,354
-18
-0.5% -$1.46K 0.05% 208
2025
Q3 		$270K Sell
3,372
-180
-5% -$13.8K 0.05% 194
2025
Q2 		$260K Buy
3,552
+42
+1% +$2.77K 0.06% 176
2025
Q1 		$217K Sell
3,510
-41,388
-92% -$2.79M 0.06% 173
2024
Q4 		$3.07M Buy
+44,898
New +$3.02M 1.01% 25

Other funds holding VUG

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 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
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Encompass More Asset Management's VUG Position: Q2 2026 in Review

Encompass More Asset Management increased its Vanguard Growth ETF (VUG) stake by 1.6% in Q2 2026, buying an estimated $4.29K and bringing the position to 3,303 shares worth $285K. The position accounts for 0.04% of the portfolio, ranked #227.

Encompass More Asset Management first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.07M in Q4 2024. 535 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Encompass More Asset Management held 3,303 shares of Vanguard Growth ETF worth $285K as of Q2 2026.
  • Encompass More Asset Management bought 51 Vanguard Growth ETF shares in Q2 2026, an estimated $4.29K.
  • Vanguard Growth ETF made up 0.04% of Encompass More Asset Management's portfolio in Q2 2026, its #227 holding.
  • Encompass More Asset Management first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • Encompass More Asset Management's Vanguard Growth ETF position peaked at $3.07M in Q4 2024.
  • 535 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.