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IVC Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

IVC 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 		$23.6M Sell
274,451
-4,543
-2% -$382K 9.22% 1
2026
Q1 		$20.3M Buy
278,994
+426
+0.2% +$33.1K 8.82% 1
2025
Q4 		$22.7M Sell
278,568
-2,094
-0.7% -$170K 9.85% 1
2025
Q3 		$22.4M Buy
280,662
+912
+0.3% +$69.7K 10.03% 1
2025
Q2 		$20.4M Sell
279,750
-10,392
-4% -$684K 9.97% 1
2025
Q1 		$17.9M Sell
290,142
-10,374
-3% -$699K 9.65% 1
2024
Q4 		$20.6M Buy
300,516
+21,714
+8% +$1.46M 11.5% 1
2024
Q3 		$17.8M Sell
278,802
-6,180
-2% -$383K 9.76% 1
2024
Q2 		$17.8M Sell
284,982
-15,366
-5% -$896K 9.93% 1
2024
Q1 		$17.2M Buy
300,348
+318
+0.1% +$17.5K 9.94% 1
2023
Q4 		$15.5M Sell
300,030
-6,774
-2% -$327K 9.67% 1
2023
Q3 		$13.9M Sell
306,804
-3,222
-1% -$152K 9.31% 1
2023
Q2 		$14.6M Sell
310,026
-5,898
-2% -$256K 9.26% 1
2023
Q1 		$13.1M Sell
315,924
-81,504
-21% -$3.17M 9.31% 1
2022
Q4 		$11.3M Buy
397,428
+79,830
+25% +$2.94M 8.33% 2
2022
Q3 		$11.3M Sell
317,598
-1,380
-0.4% -$55.5K 9.12% 1
2022
Q2 		$11.8M Buy
318,978
+52,602
+20% +$2.16M 9.17% 2
2022
Q1 		$12.8M Buy
266,376
+5,784
+2% +$274K 8.39% 3
2021
Q4 		$13.9M Buy
260,592
+4,878
+2% +$254K 8.98% 3
2021
Q3 		$12.4M Buy
255,714
+216
+0.1% +$10.7K 8.52% 2
2021
Q2 		$12.2M Buy
255,498
+9,804
+4% +$445K 8.58% 2
2021
Q1 		$10.5M Sell
245,694
-11,628
-5% -$497K 8.29% 2
2020
Q4 		$10.9M Buy
+257,322
New +$10.3M 10.37% 2

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

IVC Wealth Advisors's VUG Position: Q2 2026 in Review

IVC Wealth Advisors reduced its Vanguard Growth ETF (VUG) stake by 1.6% in Q2 2026, selling an estimated $382K and leaving 274,451 shares worth $23.6M. The position accounts for 9.22% of the portfolio, ranked #1.

IVC Wealth Advisors first reported a position in VUG in Q4 2020 and has held it in 23 quarters since. 581 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • IVC Wealth Advisors held 274,451 shares of Vanguard Growth ETF worth $23.6M as of Q2 2026.
  • IVC Wealth Advisors sold 4,543 Vanguard Growth ETF shares in Q2 2026, an estimated $382K.
  • Vanguard Growth ETF made up 9.22% of IVC Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • IVC Wealth Advisors first reported a position in Vanguard Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 581 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.