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Financial Management Professionals’s Vanguard Growth ETF VUG Stock Holding History

Financial Management Professionals’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 		$502K Buy
+5,822
New +$490K 0.05% 120
2025
Q3 		– Sell
-1,320
Closed -$96.6K – 1071
2025
Q2 		$96.6K Hold
1,320
– – 0.01% 193
2025
Q1 		$81.6K Buy
+1,320
New +$89K 0.01% 202
2024
Q2 		– Sell
-1,488
Closed -$85K – 1033
2024
Q1 		$85K Buy
+1,488
New +$81.8K 0.01% 216
2022
Q4 		– Sell
-60
Closed -$2K – 1096
2022
Q3 		$2K Buy
+60
New +$2.41K ﹤0.01% 782
2021
Q3 		– Sell
-312
Closed -$15K – 1063
2021
Q2 		$15K Sell
312
-125,850
-100% -$5.71M ﹤0.01% 324
2021
Q1 		$5.41M Buy
126,162
+426
+0.3% +$18.2K 1.45% 15
2020
Q4 		$5.31M Sell
125,736
-4,128
-3% -$165K 1.49% 14
2020
Q3 		$4.93M Sell
129,864
-685,410
-84% -$25.3M 1.76% 12
2020
Q2 		$27.5M Buy
815,274
+692,364
+563% +$21.3M 9.47% 3
2020
Q1 		$3.21M Buy
+122,910
New +$3.68M 1.36% 14

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
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

Financial Management Professionals's VUG Position: Q2 2026 in Review

Financial Management Professionals opened a new position in Vanguard Growth ETF (VUG) in Q2 2026: 5,822 shares worth $502K. The stake represents 0.05% of the portfolio and ranks #120 among its holdings. This is a return to the name: Financial Management Professionals previously reported a position in VUG as recently as Q2 2025.

Financial Management Professionals first reported a position in VUG in Q1 2020 and has held it in 11 quarters since. The position peaked at $27.5M in Q2 2020. 668 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Financial Management Professionals held 5,822 shares of Vanguard Growth ETF worth $502K as of Q2 2026.
  • Vanguard Growth ETF was a new Financial Management Professionals position in Q2 2026.
  • Vanguard Growth ETF made up 0.05% of Financial Management Professionals's portfolio in Q2 2026, its #120 holding.
  • Financial Management Professionals first reported a position in Vanguard Growth ETF in Q1 2020 and has held it in 11 quarters since.
  • Financial Management Professionals's Vanguard Growth ETF position peaked at $27.5M in Q2 2020.
  • 668 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.