HAM
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Harmony Asset Management’s Vanguard Growth ETF VUG Stock Holding History

Harmony Asset 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 		$1.64M Buy
19,056
+408
+2% +$34.3K 0.44% 54
2026
Q1 		$1.36M Buy
18,648
+444
+2% +$34.5K 0.41% 61
2025
Q4 		$1.48M Buy
18,204
+3,534
+24% +$287K 0.5% 49
2025
Q3 		$1.17M Buy
14,670
+1,500
+11% +$115K 0.4% 63
2025
Q2 		$962K Buy
13,170
+150
+1% +$9.88K 0.36% 74
2025
Q1 		$805K Buy
13,020
+1,530
+13% +$103K 0.34% 75
2024
Q4 		$786K Sell
11,490
-486
-4% -$32.6K 0.31% 77
2024
Q3 		$766K Buy
11,976
+1,194
+11% +$74K 0.28% 75
2024
Q2 		$672K Buy
10,782
+66
+0.6% +$3.85K 0.28% 75
2024
Q1 		$615K Buy
10,716
+4,914
+85% +$270K 0.25% 84
2023
Q4 		$301K Buy
+5,802
New +$280K 0.13% 109

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

Harmony Asset Management's VUG Position: Q2 2026 in Review

Harmony Asset Management increased its Vanguard Growth ETF (VUG) stake by 2.2% in Q2 2026, buying an estimated $34.3K and bringing the position to 19,056 shares worth $1.64M. The position accounts for 0.44% of the portfolio, ranked #54.

Harmony Asset Management first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. 630 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Harmony Asset Management held 19,056 shares of Vanguard Growth ETF worth $1.64M as of Q2 2026.
  • Harmony Asset Management bought 408 Vanguard Growth ETF shares in Q2 2026, an estimated $34.3K.
  • Vanguard Growth ETF made up 0.44% of Harmony Asset Management's portfolio in Q2 2026, its #54 holding.
  • Harmony Asset Management first reported a position in Vanguard Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 630 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

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