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Pachira Investments’s Vanguard Growth ETF VUG Stock Holding History

Pachira Investments’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 		$580K Sell
6,736
-260
-4% -$21.9K 0.22% 48
2026
Q1 		$509K Buy
6,996
+48
+0.7% +$3.73K 0.24% 50
2025
Q4 		$565K Buy
6,948
+522
+8% +$42.4K 0.27% 47
2025
Q3 		$513K Buy
6,426
+12
+0.2% +$917 0.29% 45
2025
Q2 		$469K Sell
6,414
-444
-6% -$29.2K 0.35% 39
2025
Q1 		$423K Sell
6,858
-684
-9% -$46.1K 0.3% 40
2024
Q4 		$521K Buy
7,542
+402
+6% +$27K 0.32% 38
2024
Q3 		$457K Sell
7,140
-156
-2% -$9.67K 0.35% 34
2024
Q2 		$455K Sell
7,296
-96
-1% -$5.6K 0.4% 31
2024
Q1 		$424K Buy
7,392
+36
+0.5% +$1.98K 0.35% 32
2023
Q4 		$381K Buy
7,356
+18
+0.2% +$869 0.34% 33
2023
Q3 		$333K Sell
7,338
-450
-6% -$21.3K 0.37% 31
2023
Q2 		$367K Buy
7,788
+462
+6% +$20K 0.39% 26
2023
Q1 		$305K Buy
7,326
+126
+2% +$4.9K 1.31% 19
2022
Q4 		$256K Buy
7,200
+336
+5% +$12.4K 1.29% 22
2022
Q3 		$245K Buy
+6,864
New +$276K 1.09% 18

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

Pachira Investments's VUG Position: Q2 2026 in Review

Pachira Investments reduced its Vanguard Growth ETF (VUG) stake by 3.7% in Q2 2026, selling an estimated $21.9K and leaving 6,736 shares worth $580K. The position accounts for 0.22% of the portfolio, ranked #48.

Pachira Investments first reported a position in VUG in Q3 2022 and has held it in 16 quarters since. 942 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Pachira Investments held 6,736 shares of Vanguard Growth ETF worth $580K as of Q2 2026.
  • Pachira Investments sold 260 Vanguard Growth ETF shares in Q2 2026, an estimated $21.9K.
  • Vanguard Growth ETF made up 0.22% of Pachira Investments's portfolio in Q2 2026, its #48 holding.
  • Pachira Investments first reported a position in Vanguard Growth ETF in Q3 2022 and has held it in 16 quarters since.
  • 942 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Pachira Investments's 13F filing for Q2 2026, filed 17 Jul 2026.