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Gradient Investments’s Vanguard Growth ETF VUG Stock Holding History

Gradient Investments’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 		$1.1M Buy
12,761
+2,957
+30% +$249K 0.02% 315
2026
Q1 		$714K Buy
9,804
+1,218
+14% +$94.8K 0.01% 326
2025
Q4 		$698K Buy
8,586
+264
+3% +$21.4K 0.01% 263
2025
Q3 		$665K Buy
8,322
+270
+3% +$20.6K 0.01% 285
2025
Q2 		$588K Buy
8,052
+2,436
+43% +$160K 0.01% 281
2025
Q1 		$347K Buy
5,616
+1,206
+27% +$81.3K 0.01% 269
2024
Q4 		$302K Sell
4,410
-342
-7% -$23K 0.01% 261
2024
Q3 		$304K Sell
4,752
-4,116
-46% -$255K 0.01% 261
2024
Q2 		$553K Sell
8,868
-2,862
-24% -$167K 0.01% 220
2024
Q1 		$673K Buy
11,730
+2,286
+24% +$126K 0.02% 197
2023
Q4 		$489K Buy
9,444
+1,758
+23% +$84.9K 0.01% 260
2023
Q3 		$349K Sell
7,686
-222
-3% -$10.5K 0.01% 262
2023
Q2 		$373K Buy
7,908
+330
+4% +$14.3K 0.01% 265
2023
Q1 		$315K Buy
7,578
+1,152
+18% +$44.8K 0.01% 264
2022
Q4 		$228K Sell
6,426
-3,324
-34% -$122K 0.01% 287
2022
Q3 		$348K Buy
9,750
+1,698
+21% +$68.3K 0.01% 254
2022
Q2 		$299K Sell
8,052
-1,266
-14% -$52K 0.01% 264
2022
Q1 		$447K Buy
9,318
+2,598
+39% +$123K 0.01% 231
2021
Q4 		$359K Buy
6,720
+1,506
+29% +$78.5K 0.01% 240
2021
Q3 		$252K Sell
5,214
-216
-4% -$10.7K 0.01% 263
2021
Q2 		$260K Sell
5,430
-1,722
-24% -$78.2K 0.01% 258
2021
Q1 		$306K Buy
7,152
+3,972
+125% +$170K 0.01% 256
2020
Q4 		$121K Hold
3,180
– – 0.01% 294
2020
Q3 		$121K Buy
3,180
+144
+5% +$5.32K 0.01% 294
2020
Q2 		$102K Sell
3,036
-216
-7% -$6.64K ﹤0.01% 299
2020
Q1 		$85K Buy
3,252
+1,074
+49% +$32.2K ﹤0.01% 294
2019
Q4 		$66K Sell
2,178
-138
-6% -$3.98K ﹤0.01% 353
2019
Q3 		$64K Buy
2,316
+1,512
+188% +$41.9K ﹤0.01% 348
2019
Q2 		$22K Sell
804
-696
-46% -$18.6K ﹤0.01% 502
2019
Q1 		$39K Sell
1,500
-1,872
-56% -$46.2K ﹤0.01% 366
2018
Q4 		$75K Buy
3,372
+342
+11% +$8.29K ﹤0.01% 291
2018
Q3 		$81K Buy
3,030
+564
+23% +$14.8K ﹤0.01% 304
2018
Q2 		$62K Buy
2,466
+546
+28% +$13.4K ﹤0.01% 312
2018
Q1 		$45K Sell
1,920
-306
-14% -$7.46K ﹤0.01% 354
2017
Q4 		$52K Buy
+2,226
New +$51.1K ﹤0.01% 349
2017
Q3 		– Sell
-1,590
Closed -$34K – 711
2017
Q2 		$34K Buy
1,590
+990
+165% +$20.7K ﹤0.01% 349
2017
Q1 		$12K Sell
600
-432
-42% -$8.52K ﹤0.01% 487
2016
Q4 		$19K Sell
1,032
-744
-42% -$13.8K ﹤0.01% 361
2016
Q3 		$33K Buy
1,776
+468
+36% +$8.71K ﹤0.01% 304
2016
Q2 		$23K Sell
1,308
-360
-22% -$6.41K ﹤0.01% 337
2016
Q1 		$30K Sell
1,668
-30,612
-95% -$513K ﹤0.01% 304
2015
Q4 		$572K Sell
32,280
-284,208
-90% -$5.09M 0.08% 117
2015
Q3 		$5.29M Buy
316,488
+5,088
+2% +$90.2K 0.75% 25
2015
Q2 		$5.56M Sell
311,400
-4,626
-1% -$84K 0.76% 25
2015
Q1 		$5.51M Sell
316,026
-1,113,990
-78% -$19.8M 0.82% 25
2014
Q4 		$24.9M Buy
1,430,016
+109,062
+8% +$1.85M 4.1% 3
2014
Q3 		$21.9M Buy
1,320,954
+117,840
+10% +$1.96M 3.97% 3
2014
Q2 		$19.8M Buy
1,203,114
+132,840
+12% +$2.11M 3.89% 5
2014
Q1 		$16.7M Buy
1,070,274
+184,626
+21% +$2.87M 3.86% 5
2013
Q4 		$13.7M Buy
885,648
+146,718
+20% +$2.17M 3.65% 6
2013
Q3 		$10.4M Buy
738,930
+122,406
+20% +$1.69M 3.28% 9
2013
Q2 		$8.03M Buy
+616,524
New +$8.13M 3.02% 7

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

Gradient Investments's VUG Position: Q2 2026 in Review

Gradient Investments increased its Vanguard Growth ETF (VUG) stake by 30% in Q2 2026, buying an estimated $249K and bringing the position to 12,761 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #315.

Gradient Investments first reported a position in VUG in Q2 2013 and has held it in 52 quarters since. The position peaked at $24.9M in Q4 2014. 581 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Gradient Investments held 12,761 shares of Vanguard Growth ETF worth $1.1M as of Q2 2026.
  • Gradient Investments bought 2,957 Vanguard Growth ETF shares in Q2 2026, an estimated $249K.
  • Vanguard Growth ETF made up 0.02% of Gradient Investments's portfolio in Q2 2026, its #315 holding.
  • Gradient Investments first reported a position in Vanguard Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • Gradient Investments's Vanguard Growth ETF position peaked at $24.9M in Q4 2014.
  • 581 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.