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Global Wealth Strategies & Associates’s Vanguard Growth ETF VUG Stock Holding History

Global Wealth Strategies & Associates’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 		$284K Buy
3,291
+177
+6% +$14.9K 0.05% 79
2026
Q1 		$227K Sell
3,114
-1,200
-28% -$93.4K 0.06% 74
2025
Q4 		$351K Sell
4,314
-3,186
-42% -$259K 0.09% 54
2025
Q3 		$599K Buy
7,500
+6,642
+774% +$508K 0.15% 36
2025
Q2 		$62.7K Sell
858
-90
-9% -$5.92K 0.02% 100
2025
Q1 		$58.6K Sell
948
-210
-18% -$14.2K 0.02% 101
2024
Q4 		$79.2K Sell
1,158
-18
-2% -$1.21K 0.02% 83
2024
Q3 		$75.3K Hold
1,176
– – 0.02% 76
2024
Q2 		$73.3K Hold
1,176
– – 0.03% 70
2024
Q1 		$67.5K Sell
1,176
-426
-27% -$23.4K 0.03% 75
2023
Q4 		$83K Buy
1,602
+804
+101% +$38.8K 0.03% 63
2023
Q3 		$36.2K Hold
798
– – 0.02% 91
2023
Q2 		$37.6K Hold
798
– – 0.02% 89
2023
Q1 		$33.2K Hold
798
– – 0.02% 89
2022
Q4 		$28.3K Buy
+798
New +$29.4K 0.02% 95

Other funds holding VUG

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
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Global Wealth Strategies & Associates's VUG Position: Q2 2026 in Review

Global Wealth Strategies & Associates increased its Vanguard Growth ETF (VUG) stake by 5.7% in Q2 2026, buying an estimated $14.9K and bringing the position to 3,291 shares worth $284K. The position accounts for 0.05% of the portfolio, ranked #79.

Global Wealth Strategies & Associates first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. The position peaked at $599K in Q3 2025. 581 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Global Wealth Strategies & Associates held 3,291 shares of Vanguard Growth ETF worth $284K as of Q2 2026.
  • Global Wealth Strategies & Associates bought 177 Vanguard Growth ETF shares in Q2 2026, an estimated $14.9K.
  • Vanguard Growth ETF made up 0.05% of Global Wealth Strategies & Associates's portfolio in Q2 2026, its #79 holding.
  • Global Wealth Strategies & Associates first reported a position in Vanguard Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Global Wealth Strategies & Associates's Vanguard Growth ETF position peaked at $599K in Q3 2025.
  • 581 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.