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

Physician Wealth Solutions’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 		$329K Buy
3,823
+1
+0% +$84 0.12% 39
2026
Q1 		$278K Hold
3,822
– – 0.12% 41
2025
Q4 		$311K Hold
3,822
– – 0.13% 40
2025
Q3 		$306K Hold
3,822
– – 0.13% 42
2025
Q2 		$279K Hold
3,822
– – 0.13% 42
2025
Q1 		$236K Hold
3,822
– – 0.12% 40
2024
Q4 		$261K Hold
3,822
– – 0.13% 39
2024
Q3 		$251K Hold
3,822
– – 0.13% 37
2024
Q2 		$238K Hold
3,822
– – 0.17% 38
2024
Q1 		$219K Sell
3,822
-192
-5% -$10.6K 0.18% 37
2023
Q4 		$208K Buy
+4,014
New +$194K 0.21% 36

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

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

Physician Wealth Solutions increased its Vanguard Growth ETF (VUG) stake by 0.03% in Q2 2026, buying an estimated $84 and bringing the position to 3,823 shares worth $329K. The position accounts for 0.12% of the portfolio, ranked #39.

Physician Wealth Solutions first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. 581 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Physician Wealth Solutions held 3,823 shares of Vanguard Growth ETF worth $329K as of Q2 2026.
  • Physician Wealth Solutions bought 1 Vanguard Growth ETF share in Q2 2026, an estimated $84.
  • Vanguard Growth ETF made up 0.12% of Physician Wealth Solutions's portfolio in Q2 2026, its #39 holding.
  • Physician Wealth Solutions first reported a position in Vanguard Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 581 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

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