PIA
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Petredis Investment Advisors’s Vanguard Growth ETF VUG Stock Holding History

Petredis Investment 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 		$876K Sell
10,171
-17
-0.2% -$1.43K 0.06% 97
2026
Q1 		$742K Sell
10,188
-198
-2% -$15.4K 0.06% 95
2025
Q4 		$845K Buy
10,386
+108
+1% +$8.77K 0.07% 94
2025
Q3 		$822K Buy
10,278
+72
+0.7% +$5.5K 0.07% 97
2025
Q2 		$746K Hold
10,206
– – 0.07% 97
2025
Q1 		$631K Sell
10,206
-1,440
-12% -$97.1K 0.07% 93
2024
Q4 		$797K Buy
11,646
+198
+2% +$13.3K 0.08% 89
2024
Q3 		$733K Buy
11,448
+270
+2% +$16.7K 0.08% 91
2024
Q2 		$697K Buy
11,178
+840
+8% +$49K 0.08% 93
2024
Q1 		$593K Buy
10,338
+48
+0.5% +$2.64K 0.07% 93
2023
Q4 		$533K Buy
10,290
+3,012
+41% +$145K 0.07% 92
2023
Q3 		$330K Buy
7,278
+2,814
+63% +$133K 0.05% 93
2023
Q2 		$211K Buy
+4,464
New +$194K 0.03% 96

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

Petredis Investment Advisors's VUG Position: Q2 2026 in Review

Petredis Investment Advisors reduced its Vanguard Growth ETF (VUG) stake by 0.17% in Q2 2026, selling an estimated $1.43K and leaving 10,171 shares worth $876K. The position accounts for 0.06% of the portfolio, ranked #97.

Petredis Investment Advisors first reported a position in VUG in Q2 2023 and has held it in 13 quarters since. 657 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Petredis Investment Advisors held 10,171 shares of Vanguard Growth ETF worth $876K as of Q2 2026.
  • Petredis Investment Advisors sold 17 Vanguard Growth ETF shares in Q2 2026, an estimated $1.43K.
  • Vanguard Growth ETF made up 0.06% of Petredis Investment Advisors's portfolio in Q2 2026, its #97 holding.
  • Petredis Investment Advisors first reported a position in Vanguard Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • 657 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Petredis Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.