Henrickson Nauta Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

Henrickson Nauta 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	$305K	Hold	3,540	–	–	0.07%	85
2026 Q1	$258K	Sell	3,540 -3,540	-50%	-$275K	0.07%	90
2025 Q4	$578K	Buy	7,080 +3,114	+79%	+$253K	0.09%	66
2025 Q3	$317K	Hold	3,966	–	–	0.1%	64
2025 Q2	$290K	Sell	3,966 -24	-0.6%	-$1.58K	0.1%	63
2025 Q1	$235K	Hold	3,990	–	–	0.1%	67
2024 Q4	$273K	Sell	3,990 -84	-2%	-$5.64K	0.11%	65
2024 Q3	$261K	Sell	4,074 -3,912	-49%	-$242K	0.1%	68
2024 Q2	$499K	Buy	7,986 +4,230	+113%	+$247K	0.21%	46
2024 Q1	$213K	Sell	3,756 -6,864	-65%	-$377K	0.09%	67
2023 Q4	$550K	Buy	+10,620	New	+$513K	0.27%	37
2022 Q1	–	Sell	-222	Closed	-$10K	–	262
2021 Q4	$10K	Buy	+222	New	+$11.6K	0.01%	152

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

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 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

Henrickson Nauta Wealth Advisors's VUG Position: Q2 2026 in Review

Henrickson Nauta Wealth Advisors held its Vanguard Growth ETF (VUG) position steady in Q2 2026 at 3,540 shares worth $305K. The position accounts for 0.07% of the portfolio, ranked #85.

Henrickson Nauta Wealth Advisors first reported a position in VUG in Q4 2021 and has held it in 12 quarters since. The position peaked at $578K in Q4 2025. 957 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Henrickson Nauta Wealth Advisors held 3,540 shares of Vanguard Growth ETF worth $305K as of Q2 2026.
Henrickson Nauta Wealth Advisors left its Vanguard Growth ETF share count unchanged in Q2 2026.
Vanguard Growth ETF made up 0.07% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #85 holding.
Henrickson Nauta Wealth Advisors first reported a position in Vanguard Growth ETF in Q4 2021 and has held it in 12 quarters since.
Henrickson Nauta Wealth Advisors's Vanguard Growth ETF position peaked at $578K in Q4 2025.
957 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.