NWMG
VUG icon

National Wealth Management Group’s Vanguard Growth ETF VUG Stock Holding History

National Wealth Management Group’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 		$300K Sell
3,480
-336
-9% -$28.3K 0.09% 172
2026
Q1 		$278K Sell
3,816
-2,784
-42% -$217K 0.1% 167
2025
Q4 		$537K Buy
6,600
+108
+2% +$8.77K 0.19% 121
2025
Q3 		$519K Buy
6,492
+612
+10% +$46.8K 0.2% 121
2025
Q2 		$430K Sell
5,880
-2,322
-28% -$153K 0.24% 95
2025
Q1 		$507K Sell
8,202
-1,032
-11% -$69.6K 0.33% 70
2024
Q4 		$632K Sell
9,234
-576
-6% -$38.7K 0.42% 53
2024
Q3 		$628K Buy
9,810
+936
+11% +$58K 0.43% 53
2024
Q2 		$553K Buy
8,874
+1,740
+24% +$101K 0.42% 54
2024
Q1 		$409K Sell
7,134
-390
-5% -$21.4K 0.32% 83
2023
Q4 		$390K Sell
7,524
-198
-3% -$9.56K 0.38% 82
2023
Q3 		$350K Sell
7,722
-504
-6% -$23.8K 0.38% 86
2023
Q2 		$385K Sell
8,226
-168
-2% -$7.29K 0.4% 82
2023
Q1 		$355K Sell
8,394
-4,980
-37% -$194K 0.41% 81
2022
Q4 		$475K Sell
13,374
-1,014
-7% -$37.3K 0.57% 50
2022
Q3 		$513K Buy
14,388
+7,728
+116% +$311K 0.67% 37
2022
Q2 		$247K Hold
6,660
– – 0.31% 86
2022
Q1 		$319K Sell
6,660
-336
-5% -$15.9K 0.31% 76
2021
Q4 		$374K Buy
+6,996
New +$364K 0.35% 77

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
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

National Wealth Management Group's VUG Position: Q2 2026 in Review

National Wealth Management Group reduced its Vanguard Growth ETF (VUG) stake by 8.8% in Q2 2026, selling an estimated $28.3K and leaving 3,480 shares worth $300K. The position accounts for 0.09% of the portfolio, ranked #172.

National Wealth Management Group first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. The position peaked at $632K in Q4 2024. 942 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • National Wealth Management Group held 3,480 shares of Vanguard Growth ETF worth $300K as of Q2 2026.
  • National Wealth Management Group sold 336 Vanguard Growth ETF shares in Q2 2026, an estimated $28.3K.
  • Vanguard Growth ETF made up 0.09% of National Wealth Management Group's portfolio in Q2 2026, its #172 holding.
  • National Wealth Management Group first reported a position in Vanguard Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • National Wealth Management Group's Vanguard Growth ETF position peaked at $632K in Q4 2024.
  • 942 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.