Patriot Investment Management Group’s Vanguard Growth ETF VUG Stock Holding History

Patriot Investment Management Group’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	$1.53M	Sell	17,722 -2	-0%	-$168	0.09%	94
2026 Q1	$1.29M	Sell	17,724 -120	-0.7%	-$9.34K	0.08%	99
2025 Q4	$1.45M	Buy	17,844 +6	+0%	+$487	0.09%	92
2025 Q3	$1.43M	Sell	17,838 -678	-4%	-$51.8K	0.09%	90
2025 Q2	$1.35M	Hold	18,516	–	–	0.09%	92
2025 Q1	$1.14M	Sell	18,516 -1,722	-9%	-$116K	0.09%	100
2024 Q4	$1.38M	Buy	20,238 +6	+0%	+$403	0.1%	82
2024 Q3	$1.29M	Buy	20,232 +1,170	+6%	+$72.5K	0.1%	97
2024 Q2	$1.19M	Hold	19,062	–	–	0.09%	94
2024 Q1	$1.09M	Hold	19,062	–	–	0.09%	103
2023 Q4	$988K	Buy	19,062 +1,998	+12%	+$96.4K	0.08%	101
2023 Q3	$774K	Sell	17,064 -156	-0.9%	-$7.37K	0.07%	115
2023 Q2	$812K	Hold	17,220	–	–	0.07%	124
2023 Q1	$716K	Sell	17,220 -318	-2%	-$12.4K	0.06%	133
2022 Q4	$689K	Sell	17,538 -4,368	-20%	-$161K	0.06%	136
2022 Q3	$781K	Buy	21,906 +6	+0%	+$241	0.08%	120
2022 Q2	$813K	Buy	21,900 +4,506	+26%	+$185K	0.08%	122
2022 Q1	$834K	Sell	17,394 -576	-3%	-$27.2K	0.07%	128
2021 Q4	$961K	Buy	17,970 +420	+2%	+$21.9K	0.08%	118
2021 Q3	$848K	Buy	17,550 +96	+0.6%	+$4.78K	0.08%	123
2021 Q2	$834K	Hold	17,454	–	–	0.08%	125
2021 Q1	$747K	Buy	+17,454	New	+$747K	0.07%	131
2020 Q4	–	Sell	-16,812	Closed	-$637K	–	213
2020 Q3	$637K	Buy	16,812 +72	+0.4%	+$2.66K	0.08%	127
2020 Q2	$564K	Hold	16,740	–	–	0.07%	137
2020 Q1	$437K	Buy	16,740 +642	+4%	+$19.2K	0.07%	140
2019 Q4	$488K	Hold	16,098	–	–	0.06%	150
2019 Q3	$446K	Hold	16,098	–	–	0.06%	153
2019 Q2	$438K	Hold	16,098	–	–	0.06%	156
2019 Q1	$419K	Buy	+16,098	New	+$397K	0.06%	159

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Patriot Investment Management Group's VUG Position: Q2 2026 in Review

Patriot Investment Management Group reduced its Vanguard Growth ETF (VUG) stake by 0.01% in Q2 2026, selling an estimated $168 and leaving 17,722 shares worth $1.53M. The position accounts for 0.09% of the portfolio, ranked #94.

Patriot Investment Management Group first reported a position in VUG in Q1 2019 and has held it in 29 quarters since. 1,116 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Patriot Investment Management Group held 17,722 shares of Vanguard Growth ETF worth $1.53M as of Q2 2026.
Patriot Investment Management Group sold 2 Vanguard Growth ETF shares in Q2 2026, an estimated $168.
Vanguard Growth ETF made up 0.09% of Patriot Investment Management Group's portfolio in Q2 2026, its #94 holding.
Patriot Investment Management Group first reported a position in Vanguard Growth ETF in Q1 2019 and has held it in 29 quarters since.
1,116 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.