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Mountain Capital Investment Advisors’s Vanguard Growth ETF VUG Stock Holding History

Mountain Capital Investment Advisors’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 		$125M Sell
1,454,679
-7,959,999
-85% -$670M 17.84% 3
2026
Q1 		$131M Buy
9,414,678
+7,903,938
+523% +$615M 19.44% 2
2025
Q4 		$122M Buy
1,510,740
+56,220
+4% +$4.56M 19.64% 3
2025
Q3 		$117M Sell
1,454,520
-260,928
-15% -$19.9M 20.57% 2
2025
Q2 		$124M Buy
1,715,448
+128,436
+8% +$8.46M 23.84% 2
2025
Q1 		$98.1M Buy
1,587,012
+73,290
+5% +$4.94M 21.04% 2
2024
Q4 		$105M Sell
1,513,722
-114,366
-7% -$7.68M 21.72% 2
2024
Q3 		$111M Buy
1,628,088
+194,256
+14% +$12M 24.33% 1
2024
Q2 		$92.5M Sell
1,433,832
-14,292
-1% -$833K 22.95% 2
2024
Q1 		$82.7M Sell
1,448,124
-30,852
-2% -$1.7M 23.19% 2
2023
Q4 		$75.9M Buy
1,478,976
+19,530
+1% +$943K 25.63% 2
2023
Q3 		$70.2M Buy
1,459,446
+109,764
+8% +$5.18M 26.32% 1
2023
Q2 		$64.8M Buy
+1,349,682
New +$58.5M 24.44% 2
2017
Q4 		– Sell
-24
Closed -$1K – 419
2017
Q3 		$1K Buy
+24
New +$522 ﹤0.01% 487

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
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
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Mountain Capital Investment Advisors's VUG Position: Q2 2026 in Review

Mountain Capital Investment Advisors reduced its Vanguard Growth ETF (VUG) stake by 85% in Q2 2026, selling an estimated $670M and leaving 1,454,679 shares worth $125M. The position accounts for 17.84% of the portfolio, ranked #3.

Mountain Capital Investment Advisors first reported a position in VUG in Q3 2017 and has held it in 14 quarters since. The position peaked at $131M in Q1 2026. 581 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Mountain Capital Investment Advisors held 1,454,679 shares of Vanguard Growth ETF worth $125M as of Q2 2026.
  • Mountain Capital Investment Advisors sold 7,959,999 Vanguard Growth ETF shares in Q2 2026, an estimated $670M.
  • Vanguard Growth ETF made up 17.84% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #3 holding.
  • Mountain Capital Investment Advisors first reported a position in Vanguard Growth ETF in Q3 2017 and has held it in 14 quarters since.
  • Mountain Capital Investment Advisors's Vanguard Growth ETF position peaked at $131M in Q1 2026.
  • 581 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.