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Laurel Wealth Advisors (North Carolina)’s Vanguard Growth ETF VUG Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		$9.41M Sell
109,273
-564,611
-84% -$47.5M 0.91% 21
2026
Q1 		$9.75M Buy
673,884
+555,312
+468% +$43.2M 0.96% 19
2025
Q4 		$9.64M Sell
118,572
-5,418
-4% -$440K 1.27% 19
2025
Q3 		$9.91M Sell
123,990
-1,728
-1% -$132K 1.39% 19
2025
Q2 		$9.19M Buy
125,718
+5,670
+5% +$373K 1.37% 19
2025
Q1 		$7.42M Sell
120,048
-3,168
-3% -$214K 1.16% 23
2024
Q4 		$8.43M Sell
123,216
-1,968
-2% -$132K 1.32% 19
2024
Q3 		$8.01M Sell
125,184
-3,108
-2% -$193K 1.28% 20
2024
Q2 		$8M Sell
128,292
-3,180
-2% -$185K 1.39% 18
2024
Q1 		$7.54M Sell
131,472
-3,630
-3% -$200K 1.29% 20
2023
Q4 		$7M Sell
135,102
-3,318
-2% -$160K 1.33% 20
2023
Q3 		$6.28M Sell
138,420
-2,136
-2% -$101K 1.33% 21
2023
Q2 		$6.63M Sell
140,556
-3,690
-3% -$160K 1.33% 20
2023
Q1 		$6M Buy
144,246
+7,068
+5% +$275K 1.27% 22
2022
Q4 		$4.87M Buy
137,178
+1,362
+1% +$50.1K 1.1% 27
2022
Q3 		$4.84M Buy
135,816
+1,110
+0.8% +$44.6K 1.21% 22
2022
Q2 		$5M Sell
134,706
-816
-0.6% -$33.5K 1.21% 23
2022
Q1 		$6.5M Buy
135,522
+10,290
+8% +$487K 1.37% 19
2021
Q4 		$6.7M Buy
125,232
+990
+0.8% +$51.6K 1.37% 19
2021
Q3 		$6.01M Sell
124,242
-900
-0.7% -$44.8K 1.33% 19
2021
Q2 		$5.98M Buy
125,142
+48,612
+64% +$2.21M 1.29% 20
2021
Q1 		$3.28M Buy
76,530
+23,118
+43% +$989K 0.79% 38
2020
Q4 		$2.25M Buy
53,412
+2,004
+4% +$80K 0.59% 50
2020
Q3 		$1.95M Sell
51,408
-210
-0.4% -$7.75K 0.58% 52
2020
Q2 		$1.74M Sell
51,618
-246
-0.5% -$7.57K 0.57% 54
2020
Q1 		$1.35M Buy
51,864
+4,950
+11% +$148K 0.51% 60
2019
Q4 		$1.42M Sell
46,914
-2,076
-4% -$60K 0.45% 63
2019
Q3 		$1.36M Sell
48,990
-678
-1% -$18.8K 0.46% 65
2019
Q2 		$1.35M Sell
49,668
-7,236
-13% -$193K 0.48% 61
2019
Q1 		$1.48M Hold
56,904
– – 0.54% 54
2018
Q4 		$1.27M Buy
+56,904
New +$1.38M 0.51% 55

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

Laurel Wealth Advisors (North Carolina)'s VUG Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) reduced its Vanguard Growth ETF (VUG) stake by 84% in Q2 2026, selling an estimated $47.5M and leaving 109,273 shares worth $9.41M. The position accounts for 0.91% of the portfolio, ranked #21.

Laurel Wealth Advisors (North Carolina) first reported a position in VUG in Q4 2018 and has held it in 31 quarters since. The position peaked at $9.91M in Q3 2025. 581 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 109,273 shares of Vanguard Growth ETF worth $9.41M as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) sold 564,611 Vanguard Growth ETF shares in Q2 2026, an estimated $47.5M.
  • Vanguard Growth ETF made up 0.91% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #21 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Vanguard Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • Laurel Wealth Advisors (North Carolina)'s Vanguard Growth ETF position peaked at $9.91M in Q3 2025.
  • 581 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.