McGlone Suttner Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

McGlone Suttner 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	$600K	Sell	6,962 -166	-2%	-$14K	0.07%	115
2026 Q1	$519K	Sell	7,128 -1,260	-15%	-$98K	0.07%	119
2025 Q4	$682K	Buy	8,388 +3,006	+56%	+$244K	0.09%	97
2025 Q3	$430K	Hold	5,382	–	–	0.06%	132
2025 Q2	$393K	Hold	5,382	–	–	0.06%	135
2025 Q1	$333K	Buy	+5,382	New	+$363K	0.05%	144
2024 Q1	–	Sell	-2,406	Closed	-$125K	–	761
2023 Q4	$125K	Buy	+2,406	New	+$116K	0.02%	190

Other funds holding VUG

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

McGlone Suttner Wealth Management's VUG Position: Q2 2026 in Review

McGlone Suttner Wealth Management reduced its Vanguard Growth ETF (VUG) stake by 2.3% in Q2 2026, selling an estimated $14K and leaving 6,962 shares worth $600K. The position accounts for 0.07% of the portfolio, ranked #115.

McGlone Suttner Wealth Management first reported a position in VUG in Q4 2023 and has held it in 7 quarters since. The position peaked at $682K in Q4 2025. 1,302 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

McGlone Suttner Wealth Management held 6,962 shares of Vanguard Growth ETF worth $600K as of Q2 2026.
McGlone Suttner Wealth Management sold 166 Vanguard Growth ETF shares in Q2 2026, an estimated $14K.
Vanguard Growth ETF made up 0.07% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #115 holding.
McGlone Suttner Wealth Management first reported a position in Vanguard Growth ETF in Q4 2023 and has held it in 7 quarters since.
McGlone Suttner Wealth Management's Vanguard Growth ETF position peaked at $682K in Q4 2025.
1,302 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.