MJT & Associates Financial Advisory’s Vanguard Growth ETF VUG Stock Holding History

MJT & Associates Financial Advisory’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	$6.22K	Sell	73 -5	-6%	-$421	﹤0.01%	260
2026 Q1	$5.25K	Sell	78 -162	-68%	-$12.6K	﹤0.01%	261
2025 Q4	$19K	Hold	240	–	–	0.01%	130
2025 Q3	$18.7K	Sell	240 -108	-31%	-$8.25K	0.02%	130
2025 Q2	$25K	Buy	348 +108	+45%	+$7.11K	0.03%	132
2025 Q1	$14.5K	Buy	+240	New	+$16.2K	0.01%	173

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

MJT & Associates Financial Advisory's VUG Position: Q2 2026 in Review

MJT & Associates Financial Advisory reduced its Vanguard Growth ETF (VUG) stake by 6.4% in Q2 2026, selling an estimated $421 and leaving 73 shares worth $6.22K. The position accounts for ﹤0.01% of the portfolio, ranked #260.

MJT & Associates Financial Advisory first reported a position in VUG in Q1 2025 and has held it in 6 quarters since. The position peaked at $25K in Q2 2025. 942 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

MJT & Associates Financial Advisory held 73 shares of Vanguard Growth ETF worth $6.22K as of Q2 2026.
MJT & Associates Financial Advisory sold 5 Vanguard Growth ETF shares in Q2 2026, an estimated $421.
Vanguard Growth ETF made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #260 holding.
MJT & Associates Financial Advisory first reported a position in Vanguard Growth ETF in Q1 2025 and has held it in 6 quarters since.
MJT & Associates Financial Advisory's Vanguard Growth ETF position peaked at $25K in Q2 2025.
942 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.