MWM
VUG icon

Mission Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Mission 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 		$649M Buy
7,536,277
+1,615,741
+27% +$136M 7.94% 2
2026
Q1 		$431M Buy
5,920,536
+33,186
+0.6% +$2.58M 8.86% 2
2025
Q4 		$479M Sell
5,887,350
-250,146
-4% -$20.3M 9.55% 1
2025
Q3 		$491M Sell
6,137,496
-62,352
-1% -$4.76M 9.74% 1
2025
Q2 		$453M Buy
6,199,848
+219,624
+4% +$14.5M 9.69% 1
2025
Q1 		$370M Sell
5,980,224
-25,932
-0.4% -$1.75M 9.07% 2
2024
Q4 		$411M Sell
6,006,156
-53,334
-0.9% -$3.58M 9.58% 1
2024
Q3 		$388M Buy
6,059,490
+98,364
+2% +$6.1M 9.38% 1
2024
Q2 		$372M Sell
5,961,126
-216,270
-4% -$12.6M 9.84% 1
2024
Q1 		$354M Buy
6,177,396
+326,934
+6% +$18M 9.32% 1
2023
Q4 		$303M Buy
5,850,462
+41,544
+0.7% +$2.01M 9.84% 1
2023
Q3 		$264M Buy
5,808,918
+90,888
+2% +$4.29M 9.82% 1
2023
Q2 		$270M Buy
5,718,030
+250,728
+5% +$10.9M 10.19% 1
2023
Q1 		$227M Buy
5,467,302
+456,306
+9% +$17.7M 9.52% 1
2022
Q4 		$178M Buy
5,010,996
+157,716
+3% +$5.8M 8.51% 2
2022
Q3 		$173M Buy
4,853,280
+342,468
+8% +$13.8M 9.16% 2
2022
Q2 		$168M Buy
4,510,812
+390,330
+9% +$16M 8.81% 2
2022
Q1 		$198M Buy
4,120,482
+173,796
+4% +$8.22M 9.13% 2
2021
Q4 		$211M Buy
3,946,686
+109,320
+3% +$5.69M 9.5% 1
2021
Q3 		$186M Buy
3,837,366
+217,308
+6% +$10.8M 9.45% 1
2021
Q2 		$173M Buy
3,620,058
+363,426
+11% +$16.5M 9.17% 1
2021
Q1 		$140M Buy
3,256,632
+303,750
+10% +$13M 8.1% 2
2020
Q4 		$125M Buy
2,952,882
+395,820
+15% +$15.8M 7.8% 1
2020
Q3 		$97M Buy
2,557,062
+551,736
+28% +$20.4M 7.26% 1
2020
Q2 		$67.5M Buy
2,005,326
+801,948
+67% +$24.7M 5.83% 2
2020
Q1 		$31.4M Buy
1,203,378
+9,726
+0.8% +$291K 3.47% 9
2019
Q4 		$36.2M Sell
1,193,652
-16,758
-1% -$484K 3.48% 8
2019
Q3 		$33.5M Sell
1,210,410
-23,472
-2% -$651K 3.58% 8
2019
Q2 		$33.6M Sell
1,233,882
-21,090
-2% -$563K 3.77% 6
2019
Q1 		$32.7M Sell
1,254,972
-17,016
-1% -$420K 3.8% 6
2018
Q4 		$28.5M Sell
1,271,988
-38,628
-3% -$936K 3.71% 6
2018
Q3 		$35.2M Buy
1,310,616
+2,490
+0.2% +$65.1K 4.63% 4
2018
Q2 		$32.7M Sell
1,308,126
-11,202
-0.8% -$275K 4.82% 5
2018
Q1 		$31.2M Sell
1,319,328
-45,066
-3% -$1.1M 5.03% 5
2017
Q4 		$32M Sell
1,364,394
-57,252
-4% -$1.31M 5.48% 5
2017
Q3 		$31.5M Sell
1,421,646
-21,834
-2% -$475K 5.77% 4
2017
Q2 		$30.6M Sell
1,443,480
-56,478
-4% -$1.18M 5.8% 5
2017
Q1 		$30.4M Sell
1,499,958
-66,264
-4% -$1.31M 5.91% 6
2016
Q4 		$29.1M Sell
1,566,222
-9,762
-0.6% -$181K 5.79% 5
2016
Q3 		$29.5M Sell
1,575,984
-47,706
-3% -$888K 7.13% 4
2016
Q2 		$29M Sell
1,623,690
-13,512
-0.8% -$241K 7.71% 3
2016
Q1 		$29M Sell
1,637,202
-91,548
-5% -$1.53M 7.82% 3
2015
Q4 		$30.7M Sell
1,728,750
-146,610
-8% -$2.63M 8.63% 3
2015
Q3 		$31.3M Sell
1,875,360
-217,416
-10% -$3.85M 9.49% 2
2015
Q2 		$36.5M Buy
+2,092,776
New +$38M 12.48% 2

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
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Mission Wealth Management increased its Vanguard Growth ETF (VUG) stake by 27% in Q2 2026, buying an estimated $136M and bringing the position to 7,536,277 shares worth $649M. The position accounts for 7.94% of the portfolio, ranked #2.

Mission Wealth Management first reported a position in VUG in Q2 2015 and has held it in 45 quarters since. 657 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Mission Wealth Management held 7,536,277 shares of Vanguard Growth ETF worth $649M as of Q2 2026.
  • Mission Wealth Management bought 1,615,741 Vanguard Growth ETF shares in Q2 2026, an estimated $136M.
  • Vanguard Growth ETF made up 7.94% of Mission Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Mission Wealth Management first reported a position in Vanguard Growth ETF in Q2 2015 and has held it in 45 quarters since.
  • 657 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.