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Planned Solutions’s Vanguard Growth ETF VUG Stock Holding History

Planned 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 		$560K Sell
6,498
-1,746
-21% -$147K 0.16% 71
2026
Q1 		$600K Sell
8,244
-138
-2% -$10.7K 0.2% 60
2025
Q4 		$682K Buy
8,382
+288
+4% +$23.4K 0.22% 54
2025
Q3 		$647K Sell
8,094
-1,656
-17% -$127K 0.22% 54
2025
Q2 		$712K Buy
+9,750
New +$642K 0.27% 44
2024
Q4 		– Sell
-1,224
Closed -$78.3K – 633
2024
Q3 		$78.3K Buy
+1,224
New +$75.9K 0.03% 241
2024
Q1 		– Sell
-1,224
Closed -$63.4K – 548
2023
Q4 		$63.4K Buy
+1,224
New +$59.1K 0.03% 247
2021
Q1 		– Sell
-1,038
Closed -$44K – 405
2020
Q4 		$44K Hold
1,038
– – 0.04% 221
2020
Q3 		$39K Buy
+1,038
New +$38.3K 0.04% 177

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

Planned Solutions's VUG Position: Q2 2026 in Review

Planned Solutions reduced its Vanguard Growth ETF (VUG) stake by 21% in Q2 2026, selling an estimated $147K and leaving 6,498 shares worth $560K. The position accounts for 0.16% of the portfolio, ranked #71.

Planned Solutions first reported a position in VUG in Q3 2020 and has held it in 9 quarters since. The position peaked at $712K in Q2 2025. 581 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Planned Solutions held 6,498 shares of Vanguard Growth ETF worth $560K as of Q2 2026.
  • Planned Solutions sold 1,746 Vanguard Growth ETF shares in Q2 2026, an estimated $147K.
  • Vanguard Growth ETF made up 0.16% of Planned Solutions's portfolio in Q2 2026, its #71 holding.
  • Planned Solutions first reported a position in Vanguard Growth ETF in Q3 2020 and has held it in 9 quarters since.
  • Planned Solutions's Vanguard Growth ETF position peaked at $712K in Q2 2025.
  • 581 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

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