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Olistico Wealth’s Vanguard Growth ETF VUG Stock Holding History

Olistico 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 		$21.8M Buy
1,302,906
+1,049,844
+415% +$88.3M 9.31% 1
2026
Q1 		$18.4M Sell
253,062
-2,562
-1% -$199K 9.08% 1
2025
Q4 		$20.8M Buy
255,624
+744
+0.3% +$60.4K 10.14% 1
2025
Q3 		$20.4M Buy
254,880
+1,218
+0.5% +$93.1K 10.77% 1
2025
Q2 		$18.5M Buy
253,662
+21,966
+9% +$1.45M 10.29% 1
2025
Q1 		$15.1M Sell
231,696
-10,212
-4% -$689K 9.32% 1
2024
Q4 		$16.5M Buy
241,908
+14,712
+6% +$988K 9.62% 1
2024
Q3 		$14.5M Sell
227,196
-8,274
-4% -$513K 8.88% 1
2024
Q2 		$14.7M Buy
235,470
+4,194
+2% +$245K 9.36% 1
2024
Q1 		$13.3M Buy
231,276
+5,784
+3% +$318K 9.58% 1
2023
Q4 		$11.7M Buy
225,492
+21,978
+11% +$1.06M 9.13% 2
2023
Q3 		$9.24M Buy
203,514
+8,178
+4% +$386K 8.25% 2
2023
Q2 		$9.21M Sell
195,336
-8,874
-4% -$385K 7.88% 2
2023
Q1 		$8.49M Buy
204,210
+19,674
+11% +$765K 8.14% 2
2022
Q4 		$6.55M Buy
+184,536
New +$6.79M 7.09% 2

Other funds holding VUG

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
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Olistico Wealth's VUG Position: Q2 2026 in Review

Olistico Wealth increased its Vanguard Growth ETF (VUG) stake by 415% in Q2 2026, buying an estimated $88.3M and bringing the position to 1,302,906 shares worth $21.8M. The position accounts for 9.31% of the portfolio, ranked #1.

Olistico Wealth first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. 581 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Olistico Wealth held 1,302,906 shares of Vanguard Growth ETF worth $21.8M as of Q2 2026.
  • Olistico Wealth bought 1,049,844 Vanguard Growth ETF shares in Q2 2026, an estimated $88.3M.
  • Vanguard Growth ETF made up 9.31% of Olistico Wealth's portfolio in Q2 2026, its #1 holding.
  • Olistico Wealth first reported a position in Vanguard Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 581 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.