Petra Financial Advisors’s Vanguard Growth ETF VUG Stock Holding History

Petra Financial Advisors’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	$537K	Buy	+6,230	New	+$524K	0.25%	94
2026 Q1	–	Sell	-5,946	Closed	-$483K	–	152
2025 Q4	$483K	Sell	5,946 -126	-2%	-$10.2K	0.28%	91
2025 Q3	$485K	Buy	6,072 +246	+4%	+$18.8K	0.28%	92
2025 Q2	$426K	Sell	5,826 -1,554	-21%	-$102K	0.27%	94
2025 Q1	$456K	Sell	7,380 -1,794	-20%	-$121K	0.37%	61
2024 Q4	$628K	Sell	9,174 -3,570	-28%	-$240K	0.43%	63
2024 Q3	$815K	Sell	12,744 -24	-0.2%	-$1.49K	0.54%	52
2024 Q2	$796K	Sell	12,768 -534	-4%	-$31.1K	0.57%	54
2024 Q1	$708K	Hold	13,302	–	–	0.52%	60
2023 Q4	$689K	Sell	13,302 -1,104	-8%	-$53.3K	0.58%	57
2023 Q3	$654K	Buy	+14,406	New	+$680K	0.55%	58
2023 Q2	–	Sell	-11,808	Closed	-$491K	–	130
2023 Q1	$491K	Sell	11,808 -4,554	-28%	-$177K	0.49%	40
2022 Q4	$581K	Buy	+16,362	New	+$602K	0.64%	44

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

Petra Financial Advisors's VUG Position: Q2 2026 in Review

Petra Financial Advisors opened a new position in Vanguard Growth ETF (VUG) in Q2 2026: 6,230 shares worth $537K. The stake represents 0.25% of the portfolio and ranks #94 among its holdings. This is a return to the name: Petra Financial Advisors previously reported a position in VUG as recently as Q4 2025.

Petra Financial Advisors first reported a position in VUG in Q4 2022 and has held it in 13 quarters since. The position peaked at $815K in Q3 2024. 1,061 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Petra Financial Advisors held 6,230 shares of Vanguard Growth ETF worth $537K as of Q2 2026.
Vanguard Growth ETF was a new Petra Financial Advisors position in Q2 2026.
Vanguard Growth ETF made up 0.25% of Petra Financial Advisors's portfolio in Q2 2026, its #94 holding.
Petra Financial Advisors first reported a position in Vanguard Growth ETF in Q4 2022 and has held it in 13 quarters since.
Petra Financial Advisors's Vanguard Growth ETF position peaked at $815K in Q3 2024.
1,061 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.