LWM
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LongView Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

LongView Wealth Management’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 		$7.96M Sell
92,435
-583
-0.6% -$49.1K 2.04% 12
2026
Q1 		$7.39M Sell
93,018
-1,836
-2% -$143K 1.86% 11
2025
Q4 		$7.79M Sell
94,854
-1,824
-2% -$148K 1.88% 11
2025
Q3 		$7.73M Sell
96,678
-3,846
-4% -$294K 2.09% 10
2025
Q2 		$7.35M Sell
100,524
-32,538
-24% -$2.14M 2.22% 9
2025
Q1 		$8.22M Sell
133,062
-1,776
-1% -$120K 2.47% 8
2024
Q4 		$9.22M Sell
134,838
-522
-0.4% -$35.1K 2.81% 7
2024
Q3 		$8.66M Buy
135,360
+11,826
+10% +$733K 2.76% 8
2024
Q2 		$7.7M Sell
123,534
-792
-0.6% -$46.2K 2.84% 7
2024
Q1 		$7.13M Buy
124,326
+4,476
+4% +$246K 2.83% 6
2023
Q4 		$6.16M Buy
+119,850
New +$5.79M 2.75% 6

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

LongView Wealth Management's VUG Position: Q2 2026 in Review

LongView Wealth Management reduced its Vanguard Growth ETF (VUG) stake by 0.63% in Q2 2026, selling an estimated $49.1K and leaving 92,435 shares worth $7.96M. The position accounts for 2.04% of the portfolio, ranked #12.

LongView Wealth Management first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.22M in Q4 2024. 581 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • LongView Wealth Management held 92,435 shares of Vanguard Growth ETF worth $7.96M as of Q2 2026.
  • LongView Wealth Management sold 583 Vanguard Growth ETF shares in Q2 2026, an estimated $49.1K.
  • Vanguard Growth ETF made up 2.04% of LongView Wealth Management's portfolio in Q2 2026, its #12 holding.
  • LongView Wealth Management first reported a position in Vanguard Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • LongView Wealth Management's Vanguard Growth ETF position peaked at $9.22M in Q4 2024.
  • 581 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.