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Gladwyn Financial Advisors’s Vanguard Growth ETF VUG Stock Holding History

Gladwyn Financial 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 		$1.34M Sell
15,509
-955
-6% -$80.4K 0.84% 26
2026
Q1 		$1.2M Sell
16,464
-54
-0.3% -$4.2K 0.83% 26
2025
Q4 		$1.34M Sell
16,518
-126
-0.8% -$10.2K 0.94% 25
2025
Q3 		$1.33M Sell
16,644
-54
-0.3% -$4.13K 0.95% 26
2025
Q2 		$1.22M Buy
+16,698
New +$1.1M 0.94% 26

Other funds holding VUG

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
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

Gladwyn Financial Advisors's VUG Position: Q2 2026 in Review

Gladwyn Financial Advisors reduced its Vanguard Growth ETF (VUG) stake by 5.8% in Q2 2026, selling an estimated $80.4K and leaving 15,509 shares worth $1.34M. The position accounts for 0.84% of the portfolio, ranked #26.

Gladwyn Financial Advisors first reported a position in VUG in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.34M in Q4 2025. 1,061 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Gladwyn Financial Advisors held 15,509 shares of Vanguard Growth ETF worth $1.34M as of Q2 2026.
  • Gladwyn Financial Advisors sold 955 Vanguard Growth ETF shares in Q2 2026, an estimated $80.4K.
  • Vanguard Growth ETF made up 0.84% of Gladwyn Financial Advisors's portfolio in Q2 2026, its #26 holding.
  • Gladwyn Financial Advisors first reported a position in Vanguard Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • Gladwyn Financial Advisors's Vanguard Growth ETF position peaked at $1.34M in Q4 2025.
  • 1,061 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Gladwyn Financial Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.