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Newman Dignan & Sheerar Inc’s Vanguard Growth ETF VUG Stock Holding History

Newman Dignan & Sheerar 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 		$989K Sell
11,478
-420
-4% -$35.3K 0.19% 90
2026
Q1 		$866K Sell
11,898
-330
-3% -$25.7K 0.18% 93
2025
Q4 		$994K Sell
12,228
-114
-0.9% -$9.25K 0.21% 84
2025
Q3 		$987K Sell
12,342
-1,854
-13% -$142K 0.21% 83
2025
Q2 		$1.04M Sell
14,196
-9,534
-40% -$628K 0.24% 77
2025
Q1 		$1.47M Sell
23,730
-1,020
-4% -$68.8K 0.4% 58
2024
Q4 		$1.69M Hold
24,750
– – 0.43% 58
2024
Q3 		$1.62M Sell
24,750
-1,230
-5% -$76.2K 0.39% 59
2024
Q2 		$1.62M Sell
25,980
-192
-0.7% -$11.2K 0.42% 58
2024
Q1 		$1.5M Sell
26,172
-2,094
-7% -$115K 0.4% 66
2023
Q4 		$1.46M Sell
28,266
-5,556
-16% -$268K 0.44% 63
2023
Q3 		$1.54M Sell
33,822
-4,116
-11% -$194K 0.5% 52
2023
Q2 		$1.79M Buy
37,938
+6
+0% +$260 0.55% 51
2023
Q1 		$1.58M Sell
37,932
-864
-2% -$33.6K 0.51% 60
2022
Q4 		$1.38M Sell
38,796
-2,262
-6% -$83.2K 0.46% 64
2022
Q3 		$1.46K Sell
41,058
-540
-1% -$21.7K 0.23% 59
2022
Q2 		$1.54M Sell
41,598
-348
-0.8% -$14.3K 0.53% 61
2022
Q1 		$2.01K Sell
41,946
-948
-2% -$44.8K 0.39% 48
2021
Q4 		$2.29M Sell
42,894
-1,818
-4% -$94.7K 0.7% 39
2021
Q3 		$2.16M Sell
44,712
-1,668
-4% -$83K 0.62% 36
2021
Q2 		$2.22M Sell
46,380
-1,296
-3% -$58.8K 0.75% 36
2021
Q1 		$2.04M Sell
47,676
-6,492
-12% -$278K 0.74% 41
2020
Q4 		$2.29K Sell
54,168
-372
-0.7% -$14.8K 0.37% 34
2020
Q3 		$2.07M Hold
54,540
– – 0.86% 33
2020
Q2 		$1.95M Sell
54,540
-78
-0.1% -$2.4K 0.84% 36
2020
Q1 		$1.56M Sell
54,618
-390
-0.7% -$11.7K 0.82% 34
2019
Q4 		$1.67K Sell
55,008
-5,298
-9% -$153K 0.18% 41
2019
Q3 		$1.67M Sell
60,306
-306
-0.5% -$8.49K 0.79% 33
2019
Q2 		$1.65K Sell
60,612
-552
-0.9% -$14.7K 0.04% 35
2019
Q1 		$1.59M Buy
61,164
+150
+0.2% +$3.7K 0.64% 38
2018
Q4 		$1.37K Sell
61,014
-270
-0.4% -$6.54K 0.12% 47
2018
Q3 		$1.61M Sell
61,284
-276
-0.4% -$7.22K 0.7% 43
2018
Q2 		$1.54K Sell
61,560
-1,584
-3% -$38.8K 0.1% 37
2018
Q1 		$1.5M Sell
63,144
-732
-1% -$17.8K 0.76% 39
2017
Q4 		$1.5M Sell
63,876
-978
-2% -$22.4K 0.75% 38
2017
Q3 		$1.44M Sell
64,854
-264
-0.4% -$5.74K 0.77% 37
2017
Q2 		$1.38M Sell
65,118
-360
-0.5% -$7.54K 0.77% 35
2017
Q1 		$1.33K Sell
65,478
-3,420
-5% -$67.5K 0.59% 41
2016
Q4 		$1.28M Buy
68,898
+2,580
+4% +$47.7K 0.78% 38
2016
Q3 		$1.24M Sell
66,318
-12
-0% -$223 0.78% 38
2016
Q2 		$1.19M Sell
66,330
-720
-1% -$12.8K 0.74% 38
2016
Q1 		$1.19M Sell
67,050
-390
-0.6% -$6.54K 0.87% 35
2015
Q4 		$1.2M Buy
67,440
+756
+1% +$13.5K 0.84% 33
2015
Q3 		$1.11M Sell
66,684
-2,040
-3% -$36.2K 0.72% 30
2015
Q2 		$1.23M Sell
68,724
-36
-0.1% -$654 0.88% 35
2015
Q1 		$1.2M Buy
68,760
+300
+0.4% +$5.32K 0.86% 36
2014
Q4 		$1.19K Buy
68,460
+1,020
+2% +$17.3K 0.71% 34
2014
Q3 		$1.12M Sell
67,440
-2,184
-3% -$36.4K 0.84% 37
2014
Q2 		$1.15K Sell
69,624
-600
-0.9% -$9.51K 0.65% 42
2014
Q1 		$1.09M Buy
70,224
+1,968
+3% +$30.5K 0.78% 42
2013
Q4 		$1.06K Buy
68,256
+1,266
+2% +$18.7K 0.05% 42
2013
Q3 		$945K Buy
66,990
+144
+0.2% +$1.98K 0.73% 46
2013
Q2 		$871 Buy
+66,846
New +$882K 0.07% 46

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

Newman Dignan & Sheerar Inc's VUG Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc reduced its Vanguard Growth ETF (VUG) stake by 3.5% in Q2 2026, selling an estimated $35.3K and leaving 11,478 shares worth $989K. The position accounts for 0.19% of the portfolio, ranked #90.

Newman Dignan & Sheerar Inc first reported a position in VUG in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.29M in Q4 2021. 818 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 11,478 shares of Vanguard Growth ETF worth $989K as of Q2 2026.
  • Newman Dignan & Sheerar Inc sold 420 Vanguard Growth ETF shares in Q2 2026, an estimated $35.3K.
  • Vanguard Growth ETF made up 0.19% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #90 holding.
  • Newman Dignan & Sheerar Inc first reported a position in Vanguard Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • Newman Dignan & Sheerar Inc's Vanguard Growth ETF position peaked at $2.29M in Q4 2021.
  • 818 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.