NRW
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Nova R Wealth’s Vanguard Growth ETF VUG Stock Holding History

Nova R Wealth’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 		– Sell
-9,468
Closed -$689K – 93
2026
Q1 		$689K Buy
9,468
+12
+0.1% +$934 0.22% 53
2025
Q4 		$769K Buy
+9,456
New +$767K 0.28% 51

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

Nova R Wealth's VUG Position: Q2 2026 in Review

Nova R Wealth sold out of Vanguard Growth ETF (VUG) in Q2 2026, closing a stake of 9,468 shares — an estimated $689K sold.

Nova R Wealth first reported a position in VUG in Q4 2025 and held it in 2 quarters. The position peaked at $769K in Q4 2025. 657 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Nova R Wealth reported no remaining Vanguard Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Nova R Wealth sold 9,468 Vanguard Growth ETF shares in Q2 2026, an estimated $689K.
  • Nova R Wealth first reported a position in Vanguard Growth ETF in Q4 2025 and held it in 2 quarters.
  • Nova R Wealth's Vanguard Growth ETF position peaked at $769K in Q4 2025.
  • 657 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Nova R Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.