Oak Harvest Investment Services’s Vanguard Growth ETF VUG Stock Holding History

Oak Harvest Investment Services’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	$17.1M	Sell	198,125 -5,671	-3%	-$477K	1.59%	14
2026 Q1	$14.8M	Buy	203,796 +12,954	+7%	+$1.01M	1.55%	13
2025 Q4	$15.5M	Buy	190,842 +12,084	+7%	+$981K	1.69%	10
2025 Q3	$14.3M	Buy	178,758 +9,396	+6%	+$718K	1.67%	11
2025 Q2	$12.4M	Buy	169,362 +7,404	+5%	+$487K	1.55%	14
2025 Q1	$10M	Buy	161,958 +12,030	+8%	+$811K	1.4%	21
2024 Q4	$10.3M	Buy	149,928 +28,056	+23%	+$1.88M	1.43%	18
2024 Q3	$7.8M	Buy	121,872 +19,560	+19%	+$1.21M	1.12%	33
2024 Q2	$6.38M	Buy	102,312 +18,030	+21%	+$1.05M	0.99%	40
2024 Q1	$4.83M	Buy	84,282 +11,820	+16%	+$650K	0.79%	44
2023 Q4	$3.75M	Buy	72,462 +22,158	+44%	+$1.07M	0.75%	45
2023 Q3	$2.28M	Buy	50,304 +29,124	+138%	+$1.38M	0.48%	53
2023 Q2	$999K	Buy	21,180 +16,074	+315%	+$697K	0.22%	63
2023 Q1	$212K	Buy	+5,106	New	+$199K	0.05%	103

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

Oak Harvest Investment Services's VUG Position: Q2 2026 in Review

Oak Harvest Investment Services reduced its Vanguard Growth ETF (VUG) stake by 2.8% in Q2 2026, selling an estimated $477K and leaving 198,125 shares worth $17.1M. The position accounts for 1.59% of the portfolio, ranked #14.

Oak Harvest Investment Services first reported a position in VUG in Q1 2023 and has held it in 14 quarters since. 1,084 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Oak Harvest Investment Services held 198,125 shares of Vanguard Growth ETF worth $17.1M as of Q2 2026.
Oak Harvest Investment Services sold 5,671 Vanguard Growth ETF shares in Q2 2026, an estimated $477K.
Vanguard Growth ETF made up 1.59% of Oak Harvest Investment Services's portfolio in Q2 2026, its #14 holding.
Oak Harvest Investment Services first reported a position in Vanguard Growth ETF in Q1 2023 and has held it in 14 quarters since.
1,084 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.