New Perspectives Inc’s Vanguard Growth ETF VUG Stock Holding History

New Perspectives Inc’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	$945K	Hold	10,974	–	–	0.29%	19
2026 Q1	$799K	Hold	10,974	–	–	0.28%	18
2025 Q4	$892K	Buy	10,974 +60	+0.5%	+$4.87K	0.31%	18
2025 Q3	$872K	Hold	10,914	–	–	0.39%	17
2025 Q2	$797K	Hold	10,914	–	–	0.39%	17
2025 Q1	$675K	Hold	10,914	–	–	0.36%	17
2024 Q4	$747K	Hold	10,914	–	–	0.4%	16
2024 Q3	$698K	Hold	10,914	–	–	0.37%	16
2024 Q2	$680K	Hold	10,914	–	–	0.36%	14
2024 Q1	$626K	Buy	+10,914	New	+$600K	0.35%	14
2022 Q4	$389K	Buy	10,944 +30	+0.3%	+$1.1K	0.3%	17
2022 Q3	$389K	Hold	10,914	–	–	0.33%	15
2022 Q2	$405K	Hold	10,914	–	–	0.33%	16
2022 Q1	$523K	Hold	10,914	–	–	0.38%	16
2021 Q4	$584K	Hold	10,914	–	–	0.41%	16
2021 Q3	$528K	Hold	10,914	–	–	0.39%	16
2021 Q2	$522K	Buy	+10,914	New	+$496K	0.41%	16

Other funds holding VUG

DADC

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

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

New Perspectives Inc's VUG Position: Q2 2026 in Review

New Perspectives Inc held its Vanguard Growth ETF (VUG) position steady in Q2 2026 at 10,974 shares worth $945K. The position accounts for 0.29% of the portfolio, ranked #19.

New Perspectives Inc first reported a position in VUG in Q2 2021 and has held it in 17 quarters since. 1,061 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

New Perspectives Inc held 10,974 shares of Vanguard Growth ETF worth $945K as of Q2 2026.
New Perspectives Inc left its Vanguard Growth ETF share count unchanged in Q2 2026.
Vanguard Growth ETF made up 0.29% of New Perspectives Inc's portfolio in Q2 2026, its #19 holding.
New Perspectives Inc first reported a position in Vanguard Growth ETF in Q2 2021 and has held it in 17 quarters since.
1,061 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on New Perspectives Inc's 13F filing for Q2 2026, filed 22 Jul 2026.