GWM
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GK Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

GK 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 		$870K Buy
+10,096
New +$850K 0.46% 55
2026
Q1 		– Sell
-7,752
Closed -$631K – 214
2025
Q4 		$631K Buy
7,752
+3,468
+81% +$281K 0.42% 65
2025
Q3 		$343K Buy
+4,284
New +$327K 0.25% 96

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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

GK Wealth Management opened a new position in Vanguard Growth ETF (VUG) in Q2 2026: 10,096 shares worth $870K. The stake represents 0.46% of the portfolio and ranks #55 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in VUG as recently as Q4 2025.

GK Wealth Management first reported a position in VUG in Q3 2025 and has held it in 3 quarters since. 1,276 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • GK Wealth Management held 10,096 shares of Vanguard Growth ETF worth $870K as of Q2 2026.
  • Vanguard Growth ETF was a new GK Wealth Management position in Q2 2026.
  • Vanguard Growth ETF made up 0.46% of GK Wealth Management's portfolio in Q2 2026, its #55 holding.
  • GK Wealth Management first reported a position in Vanguard Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,276 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.