Mason & Associates (Virginia)’s Vanguard Growth ETF VUG Stock Holding History

Mason & Associates (Virginia)’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	$740K	Buy	8,592 +1,206	+16%	+$101K	0.15%	27
2026 Q1	$538K	Hold	7,386	–	–	0.12%	29
2025 Q4	$601K	Sell	7,386 -6	-0.1%	-$487	0.14%	25
2025 Q3	$540K	Hold	7,392	–	–	0.14%	25
2025 Q2	$540K	Hold	7,392	–	–	0.14%	25
2025 Q1	$457K	Hold	7,392	–	–	0.13%	25
2024 Q4	$506K	Buy	7,392 +90	+1%	+$6.05K	0.15%	25
2024 Q3	$467K	Hold	7,302	–	–	0.14%	26
2024 Q2	$455K	Buy	7,302 +3,540	+94%	+$206K	0.15%	23
2024 Q1	$216K	Buy	+3,762	New	+$207K	0.16%	60

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

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

Mason & Associates (Virginia)'s VUG Position: Q2 2026 in Review

Mason & Associates (Virginia) increased its Vanguard Growth ETF (VUG) stake by 16% in Q2 2026, buying an estimated $101K and bringing the position to 8,592 shares worth $740K. The position accounts for 0.15% of the portfolio, ranked #27.

Mason & Associates (Virginia) first reported a position in VUG in Q1 2024 and has held it in 10 quarters since. 845 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Mason & Associates (Virginia) held 8,592 shares of Vanguard Growth ETF worth $740K as of Q2 2026.
Mason & Associates (Virginia) bought 1,206 Vanguard Growth ETF shares in Q2 2026, an estimated $101K.
Vanguard Growth ETF made up 0.15% of Mason & Associates (Virginia)'s portfolio in Q2 2026, its #27 holding.
Mason & Associates (Virginia) first reported a position in Vanguard Growth ETF in Q1 2024 and has held it in 10 quarters since.
845 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Mason & Associates (Virginia)'s 13F filing for Q2 2026, filed 14 Jul 2026.