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Lantz Financial’s Vanguard Growth ETF VUG Stock Holding History

Lantz Financial’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 		$1.94M Sell
22,487
-13
-0.1% -$1.09K 0.35% 80
2026
Q1 		$1.64M Hold
22,500
– – 0.34% 82
2025
Q4 		$1.83M Buy
22,500
+702
+3% +$57K 0.39% 74
2025
Q3 		$1.74M Sell
21,798
-132
-0.6% -$10.1K 0.39% 76
2025
Q2 		$1.6M Sell
21,930
-1,560
-7% -$103K 0.4% 77
2025
Q1 		$1.45M Sell
23,490
-24
-0.1% -$1.62K 0.4% 78
2024
Q4 		$1.61M Buy
23,514
+174
+0.7% +$11.7K 0.43% 70
2024
Q3 		$1.49M Buy
23,340
+2,676
+13% +$166K 0.4% 74
2024
Q2 		$1.29M Hold
20,664
– – 0.4% 75
2024
Q1 		$1.19M Hold
20,664
– – 0.38% 77
2023
Q4 		$1.07M Sell
20,664
-30
-0.1% -$1.45K 0.39% 76
2023
Q3 		$939K Sell
20,694
-66
-0.3% -$3.12K 0.37% 76
2023
Q2 		$979K Buy
20,760
+252
+1% +$10.9K 0.38% 74
2023
Q1 		$853K Hold
20,508
– – 0.35% 79
2022
Q4 		$728K Sell
20,508
-1,584
-7% -$58.3K 0.33% 79
2022
Q3 		$788K Buy
22,092
+1,110
+5% +$44.6K 0.41% 64
2022
Q2 		$779K Buy
20,982
+1,440
+7% +$59.2K 0.35% 76
2022
Q1 		$937K Hold
19,542
– – 0.38% 71
2021
Q4 		$1.04M Hold
19,542
– – 0.48% 56
2021
Q3 		$945K Hold
19,542
– – 0.48% 60
2021
Q2 		$934K Hold
19,542
– – 0.48% 61
2021
Q1 		$837K Hold
19,542
– – 0.48% 57
2020
Q4 		$825K Hold
19,542
– – 0.51% 53
2020
Q3 		$741K Hold
19,542
– – 0.5% 58
2020
Q2 		$658K Sell
19,542
-2,658
-12% -$81.8K 0.47% 59
2020
Q1 		$580K Buy
22,200
+7,902
+55% +$237K 0.45% 64
2019
Q4 		$434K Hold
14,298
– – 0.26% 86
2019
Q3 		$386K Sell
14,298
-1,080
-7% -$30K 0.26% 91
2019
Q2 		$425K Sell
15,378
-1,494
-9% -$39.9K 0.29% 86
2019
Q1 		$440K Buy
+16,872
New +$416K 0.32% 74

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

Lantz Financial's VUG Position: Q2 2026 in Review

Lantz Financial reduced its Vanguard Growth ETF (VUG) stake by 0.06% in Q2 2026, selling an estimated $1.09K and leaving 22,487 shares worth $1.94M. The position accounts for 0.35% of the portfolio, ranked #80.

Lantz Financial first reported a position in VUG in Q1 2019 and has held it in 30 quarters since. 745 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Lantz Financial held 22,487 shares of Vanguard Growth ETF worth $1.94M as of Q2 2026.
  • Lantz Financial sold 13 Vanguard Growth ETF shares in Q2 2026, an estimated $1.09K.
  • Vanguard Growth ETF made up 0.35% of Lantz Financial's portfolio in Q2 2026, its #80 holding.
  • Lantz Financial first reported a position in Vanguard Growth ETF in Q1 2019 and has held it in 30 quarters since.
  • 745 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.