MFG
VUG icon

Magnus Financial Group’s Vanguard Growth ETF VUG Stock Holding History

Magnus Financial Group’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 		$73.2M Buy
850,288
+25,876
+3% +$2.18M 5.18% 2
2026
Q1 		$60M Sell
824,412
-4,584
-0.6% -$357K 4.87% 2
2025
Q4 		$67.4M Buy
828,996
+21,138
+3% +$1.72M 5.15% 2
2025
Q3 		$64.6M Buy
807,858
+18,720
+2% +$1.43M 5.1% 2
2025
Q2 		$57.7M Buy
789,138
+6,432
+0.8% +$423K 5.06% 2
2025
Q1 		$48.4M Sell
782,706
-138
-0% -$9.3K 4.68% 2
2024
Q4 		$53.6M Buy
782,844
+16,380
+2% +$1.1M 5.17% 2
2024
Q3 		$49M Buy
766,464
+47,430
+7% +$2.94M 4.99% 2
2024
Q2 		$44.8M Buy
719,034
+29,544
+4% +$1.72M 5.04% 2
2024
Q1 		$39.6M Buy
689,490
+59,742
+9% +$3.29M 4.69% 3
2023
Q4 		$32.6M Buy
629,748
+24,624
+4% +$1.19M 4.27% 3
2023
Q3 		$27.5M Buy
605,124
+5,034
+0.8% +$238K 4% 5
2023
Q2 		$28.3M Buy
600,090
+15,354
+3% +$666K 4.03% 4
2023
Q1 		$24.3M Sell
584,736
-4,278
-0.7% -$166K 3.7% 6
2022
Q4 		$20.9M Buy
589,014
+316,284
+116% +$11.6M 3.41% 6
2022
Q3 		$9.72M Buy
272,730
+129,126
+90% +$5.19M 1.86% 14
2022
Q2 		$5.33M Buy
143,604
+13,908
+11% +$571K 0.98% 22
2022
Q1 		$6.22M Buy
129,696
+17,556
+16% +$830K 1.04% 19
2021
Q4 		$6M Buy
112,140
+22,326
+25% +$1.16M 1.14% 18
2021
Q3 		$4.34M Buy
89,814
+7,752
+9% +$386K 0.92% 21
2021
Q2 		$3.92M Buy
82,062
+7,716
+10% +$350K 0.85% 23
2021
Q1 		$3.19M Buy
74,346
+654
+0.9% +$28K 0.77% 23
2020
Q4 		$3.11M Buy
73,692
+210
+0.3% +$8.38K 0.31% 30
2020
Q3 		$2.79M Sell
73,482
-3,006
-4% -$111K 0.32% 29
2020
Q2 		$2.58M Sell
76,488
-5,130
-6% -$158K 0.29% 29
2020
Q1 		$2.13M Sell
81,618
-23,490
-22% -$704K 0.29% 36
2019
Q4 		$3.19M Buy
105,108
+6,276
+6% +$181K 0.46% 31
2019
Q3 		$2.74M Sell
98,832
-94,134
-49% -$2.61M 0.51% 22
2019
Q2 		$5.25M Sell
192,966
-504
-0.3% -$13.5K 1.01% 14
2019
Q1 		$5.04M Buy
193,470
+2,148
+1% +$53K 1.03% 14
2018
Q4 		$4.28M Buy
+191,322
New +$4.63M 1.14% 14

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

Magnus Financial Group's VUG Position: Q2 2026 in Review

Magnus Financial Group increased its Vanguard Growth ETF (VUG) stake by 3.1% in Q2 2026, buying an estimated $2.18M and bringing the position to 850,288 shares worth $73.2M. The position accounts for 5.18% of the portfolio, ranked #2.

Magnus Financial Group first reported a position in VUG in Q4 2018 and has held it in 31 quarters since. 956 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Magnus Financial Group held 850,288 shares of Vanguard Growth ETF worth $73.2M as of Q2 2026.
  • Magnus Financial Group bought 25,876 Vanguard Growth ETF shares in Q2 2026, an estimated $2.18M.
  • Vanguard Growth ETF made up 5.18% of Magnus Financial Group's portfolio in Q2 2026, its #2 holding.
  • Magnus Financial Group first reported a position in Vanguard Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • 956 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

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