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Penn Davis McFarland’s Vanguard Growth ETF VUG Stock Holding History

Penn Davis McFarland’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 		$204K Buy
+2,370
New +$199K 0.02% 76

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

Penn Davis McFarland's VUG Position: Q2 2026 in Review

Penn Davis McFarland opened a new position in Vanguard Growth ETF (VUG) in Q2 2026: 2,370 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #76 among its holdings.

581 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Penn Davis McFarland held 2,370 shares of Vanguard Growth ETF worth $204K as of Q2 2026.
  • Vanguard Growth ETF was a new Penn Davis McFarland position in Q2 2026.
  • Vanguard Growth ETF made up 0.02% of Penn Davis McFarland's portfolio in Q2 2026, its #76 holding.
  • 581 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Penn Davis McFarland's 13F filing for Q2 2026, filed 15 Jul 2026.