Physician Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

Physician Wealth 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	$134K	Buy	1,556 +2	+0.1%	+$168	0.02%	270
2026 Q1	$113K	Hold	1,554	–	–	0.02%	260
2025 Q4	$126K	Buy	1,554 +6	+0.4%	+$487	0.02%	244
2025 Q3	$124K	Hold	1,548	–	–	0.02%	250
2025 Q2	$113K	Hold	1,548	–	–	0.02%	247
2025 Q1	$95.6K	Hold	1,548	–	–	0.02%	260
2024 Q4	$106K	Buy	+1,548	New	+$104K	0.02%	244

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

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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Physician Wealth Advisors's VUG Position: Q2 2026 in Review

Physician Wealth Advisors increased its Vanguard Growth ETF (VUG) stake by 0.13% in Q2 2026, buying an estimated $168 and bringing the position to 1,556 shares worth $134K. The position accounts for 0.02% of the portfolio, ranked #270.

Physician Wealth Advisors first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 625 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Physician Wealth Advisors held 1,556 shares of Vanguard Growth ETF worth $134K as of Q2 2026.
Physician Wealth Advisors bought 2 Vanguard Growth ETF shares in Q2 2026, an estimated $168.
Vanguard Growth ETF made up 0.02% of Physician Wealth Advisors's portfolio in Q2 2026, its #270 holding.
Physician Wealth Advisors first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 7 quarters since.
625 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

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