HIW
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Holos Integrated Wealth’s Vanguard Growth ETF VUG Stock Holding History

Holos Integrated Wealth’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 		$1.42M Sell
16,486
-176
-1% -$14.8K 0.66% 30
2026
Q1 		$1.24M Sell
16,662
-2,454
-13% -$191K 0.63% 30
2025
Q4 		$1.55M Sell
19,116
-492
-3% -$39.9K 0.86% 24
2025
Q3 		$1.54M Sell
19,608
-990
-5% -$75.7K 0.9% 21
2025
Q2 		$1.58M Sell
20,598
-1,650
-7% -$109K 0.95% 21
2025
Q1 		$1.37M Sell
22,248
-1,776
-7% -$120K 0.9% 21
2024
Q4 		$1.64M Buy
+24,024
New +$1.61M 1.12% 19

Other funds holding VUG

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
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

Holos Integrated Wealth's VUG Position: Q2 2026 in Review

Holos Integrated Wealth reduced its Vanguard Growth ETF (VUG) stake by 1.1% in Q2 2026, selling an estimated $14.8K and leaving 16,486 shares worth $1.42M. The position accounts for 0.66% of the portfolio, ranked #30.

Holos Integrated Wealth first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.64M in Q4 2024. 1,061 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Holos Integrated Wealth held 16,486 shares of Vanguard Growth ETF worth $1.42M as of Q2 2026.
  • Holos Integrated Wealth sold 176 Vanguard Growth ETF shares in Q2 2026, an estimated $14.8K.
  • Vanguard Growth ETF made up 0.66% of Holos Integrated Wealth's portfolio in Q2 2026, its #30 holding.
  • Holos Integrated Wealth first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's Vanguard Growth ETF position peaked at $1.64M in Q4 2024.
  • 1,061 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.