Juncture Wealth Strategies’s Vanguard Growth ETF VUG Stock Holding History

Juncture Wealth Strategies’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	$2.76M	Buy	32,097 +7,029	+28%	+$591K	0.72%	34
2026 Q1	$1.82M	Buy	25,068 +3,702	+17%	+$288K	0.61%	30
2025 Q4	$1.74M	Buy	21,366 +3,864	+22%	+$314K	0.57%	34
2025 Q3	$1.4M	Buy	17,502 +3,060	+21%	+$234K	0.47%	39
2025 Q2	$1.06M	Buy	+14,442	New	+$951K	0.37%	47
2017 Q3	–	Sell	-10,584	Closed	-$224K	–	86
2017 Q2	$224K	Buy	+10,584	New	+$222K	0.13%	81

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

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

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

Juncture Wealth Strategies's VUG Position: Q2 2026 in Review

Juncture Wealth Strategies increased its Vanguard Growth ETF (VUG) stake by 28% in Q2 2026, buying an estimated $591K and bringing the position to 32,097 shares worth $2.76M. The position accounts for 0.72% of the portfolio, ranked #34.

Juncture Wealth Strategies first reported a position in VUG in Q2 2017 and has held it in 6 quarters since. 581 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Juncture Wealth Strategies held 32,097 shares of Vanguard Growth ETF worth $2.76M as of Q2 2026.
Juncture Wealth Strategies bought 7,029 Vanguard Growth ETF shares in Q2 2026, an estimated $591K.
Vanguard Growth ETF made up 0.72% of Juncture Wealth Strategies's portfolio in Q2 2026, its #34 holding.
Juncture Wealth Strategies first reported a position in Vanguard Growth ETF in Q2 2017 and has held it in 6 quarters since.
581 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.