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Financial Synergies Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

Financial Synergies Wealth 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 		$131M Sell
1,515,767
-39,769
-3% -$3.35M 11.07% 2
2026
Q1 		$113M Sell
1,555,536
-20,346
-1% -$1.58M 10.81% 2
2025
Q4 		$128M Buy
1,575,882
+5,322
+0.3% +$432K 12.37% 2
2025
Q3 		$126M Buy
1,570,560
+14,856
+1% +$1.14M 12.71% 2
2025
Q2 		$114M Buy
1,555,704
+13,872
+0.9% +$913K 12.38% 2
2025
Q1 		$95.3M Buy
1,541,832
+38,334
+3% +$2.58M 11.59% 2
2024
Q4 		$103M Buy
1,503,498
+4,170
+0.3% +$280K 12.76% 2
2024
Q3 		$95.9M Buy
1,499,328
+18,684
+1% +$1.16M 11.91% 2
2024
Q2 		$92.3M Sell
1,480,644
-15,588
-1% -$909K 12.43% 2
2024
Q1 		$85.8M Sell
1,496,232
-169,452
-10% -$9.32M 11.26% 2
2023
Q4 		$59.2M Buy
1,665,684
+10,476
+0.6% +$506K 9.16% 3
2023
Q3 		$75.1M Buy
1,655,208
+12,492
+0.8% +$590K 10.85% 2
2023
Q2 		$77.5M Buy
1,642,716
+9,210
+0.6% +$399K 10.87% 2
2023
Q1 		$67.9M Sell
1,633,506
-32,178
-2% -$1.25M 9.96% 2
2022
Q4 		$59.2M Sell
1,665,684
-179,994
-10% -$6.62M 9.16% 3
2022
Q3 		$65.8M Buy
1,845,678
+47,364
+3% +$1.9M 11.32% 2
2022
Q2 		$66.8M Sell
1,798,314
-141,954
-7% -$5.83M 10.88% 2
2022
Q1 		$93M Buy
1,940,268
+56,496
+3% +$2.67M 14.64% 2
2021
Q4 		$101M Sell
1,883,772
-6,204
-0.3% -$323K 13.8% 2
2021
Q3 		$91.4M Buy
1,889,976
+19,416
+1% +$966K 12.49% 2
2021
Q2 		$89.4M Buy
1,870,560
+66,870
+4% +$3.04M 12.2% 2
2021
Q1 		$77.3M Buy
1,803,690
+57,816
+3% +$2.47M 11.23% 2
2020
Q4 		$73.7M Buy
1,745,874
+1,032,636
+145% +$41.2M 11.47% 2
2020
Q3 		$27.1M Buy
713,238
+703,476
+7,206% +$26M 6.93% 3
2020
Q2 		$329K Buy
+9,762
New +$300K 0.11% 43

Other funds holding VUG

MG
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
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Truist Financial
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Financial Synergies Wealth Advisors's VUG Position: Q2 2026 in Review

Financial Synergies Wealth Advisors reduced its Vanguard Growth ETF (VUG) stake by 2.6% in Q2 2026, selling an estimated $3.35M and leaving 1,515,767 shares worth $131M. The position accounts for 11.07% of the portfolio, ranked #2.

Financial Synergies Wealth Advisors first reported a position in VUG in Q2 2020 and has held it in 25 quarters since. 1,202 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Financial Synergies Wealth Advisors held 1,515,767 shares of Vanguard Growth ETF worth $131M as of Q2 2026.
  • Financial Synergies Wealth Advisors sold 39,769 Vanguard Growth ETF shares in Q2 2026, an estimated $3.35M.
  • Vanguard Growth ETF made up 11.07% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • Financial Synergies Wealth Advisors first reported a position in Vanguard Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,202 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.