GWM
VUG icon

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

GoalFusion 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 		$10.5M Buy
122,463
+489
+0.4% +$41.1K 4.26% 6
2026
Q1 		$8.88M Buy
121,974
+13,482
+12% +$1.05M 4.03% 6
2025
Q4 		$8.82M Buy
108,492
+24,552
+29% +$1.99M 4.08% 6
2025
Q3 		$6.71M Buy
+83,940
New +$6.41M 3.2% 8

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
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

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

GoalFusion Wealth Management increased its Vanguard Growth ETF (VUG) stake by 0.4% in Q2 2026, buying an estimated $41.1K and bringing the position to 122,463 shares worth $10.5M. The position accounts for 4.26% of the portfolio, ranked #6.

GoalFusion Wealth Management first reported a position in VUG in Q3 2025 and has held it in 4 quarters since. 657 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • GoalFusion Wealth Management held 122,463 shares of Vanguard Growth ETF worth $10.5M as of Q2 2026.
  • GoalFusion Wealth Management bought 489 Vanguard Growth ETF shares in Q2 2026, an estimated $41.1K.
  • Vanguard Growth ETF made up 4.26% of GoalFusion Wealth Management's portfolio in Q2 2026, its #6 holding.
  • GoalFusion Wealth Management first reported a position in Vanguard Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 657 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on GoalFusion Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.