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Grey Fox Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

Grey Fox Wealth 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 		$63.7M Buy
739,754
+20,840
+3% +$1.75M 10% 2
2026
Q1 		$52.3M Buy
718,914
+8,484
+1% +$660K 10.1% 2
2025
Q4 		$57.8M Sell
710,430
-15,180
-2% -$1.23M 11.82% 2
2025
Q3 		$58.1M Buy
725,610
+27,768
+4% +$2.12M 11.84% 2
2025
Q2 		$51M Buy
697,842
+27,930
+4% +$1.84M 12.17% 2
2025
Q1 		$41.4M Sell
669,912
-966
-0.1% -$65.1K 11.04% 2
2024
Q4 		$44.7M Buy
670,878
+11,862
+2% +$797K 12.25% 2
2024
Q3 		$41.1M Buy
659,016
+94,476
+17% +$5.86M 11.45% 2
2024
Q2 		$34.1M Buy
564,540
+40,974
+8% +$2.39M 12% 2
2024
Q1 		$30M Buy
523,566
+26,874
+5% +$1.48M 11.29% 2
2023
Q4 		$25.7M Buy
496,692
+35,118
+8% +$1.7M 11.19% 2
2023
Q3 		$20.9M Buy
461,574
+25,986
+6% +$1.23M 10.51% 1
2023
Q2 		$20.5M Buy
435,588
+93,474
+27% +$4.05M 10.57% 1
2023
Q1 		$14.2M Buy
342,114
+63,984
+23% +$2.49M 8.4% 1
2022
Q4 		$9.88M Buy
+278,130
New +$10.2M 6.52% 3

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

Grey Fox Wealth Advisors's VUG Position: Q2 2026 in Review

Grey Fox Wealth Advisors increased its Vanguard Growth ETF (VUG) stake by 2.9% in Q2 2026, buying an estimated $1.75M and bringing the position to 739,754 shares worth $63.7M. The position accounts for 10% of the portfolio, ranked #2.

Grey Fox Wealth Advisors first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. 581 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Grey Fox Wealth Advisors held 739,754 shares of Vanguard Growth ETF worth $63.7M as of Q2 2026.
  • Grey Fox Wealth Advisors bought 20,840 Vanguard Growth ETF shares in Q2 2026, an estimated $1.75M.
  • Vanguard Growth ETF made up 10% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • Grey Fox Wealth Advisors first reported a position in Vanguard Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 581 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.