Global Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Global 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	$411K	Buy	4,775 +5	+0.1%	+$421	0.21%	28
2026 Q1	$347K	Sell	4,770 -486	-9%	-$37.8K	0.19%	28
2025 Q4	$427K	Buy	5,256 +12	+0.2%	+$974	0.23%	25
2025 Q3	$419K	Hold	5,244	–	–	0.22%	25
2025 Q2	$388K	Sell	5,244 -1,134	-18%	-$74.7K	0.21%	24
2025 Q1	$394K	Buy	6,378 +6	+0.1%	+$405	0.23%	23
2024 Q4	$436K	Buy	6,372 +1,146	+22%	+$77K	0.28%	23
2024 Q3	$334K	Buy	+5,226	New	+$324K	0.23%	20

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

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 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

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

Global Wealth Management increased its Vanguard Growth ETF (VUG) stake by 0.1% in Q2 2026, buying an estimated $421 and bringing the position to 4,775 shares worth $411K. The position accounts for 0.21% of the portfolio, ranked #28.

Global Wealth Management first reported a position in VUG in Q3 2024 and has held it in 8 quarters since. The position peaked at $436K in Q4 2024. 836 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Global Wealth Management held 4,775 shares of Vanguard Growth ETF worth $411K as of Q2 2026.
Global Wealth Management bought 5 Vanguard Growth ETF shares in Q2 2026, an estimated $421.
Vanguard Growth ETF made up 0.21% of Global Wealth Management's portfolio in Q2 2026, its #28 holding.
Global Wealth Management first reported a position in Vanguard Growth ETF in Q3 2024 and has held it in 8 quarters since.
Global Wealth Management's Vanguard Growth ETF position peaked at $436K in Q4 2024.
836 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Global Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.