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Portside Wealth Group’s Vanguard Growth ETF VUG Stock Holding History

Portside Wealth Group’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 		$836K Sell
9,705
-2,757
-22% -$232K 0.1% 222
2026
Q1 		$907K Sell
12,462
-6,294
-34% -$490K 0.12% 177
2025
Q4 		$1.53M Buy
18,756
+11,790
+169% +$957K 0.21% 113
2025
Q3 		$557K Buy
6,966
+180
+3% +$13.8K 0.08% 236
2025
Q2 		$496K Sell
6,786
-1,134
-14% -$74.7K 0.07% 246
2025
Q1 		$489K Sell
7,920
-1,398
-15% -$94.3K 0.08% 230
2024
Q4 		$637K Buy
9,318
+3,858
+71% +$259K 0.11% 196
2024
Q3 		$349K Sell
5,460
-90
-2% -$5.58K 0.06% 278
2024
Q2 		$346K Buy
5,550
+186
+3% +$10.8K 0.07% 252
2024
Q1 		$308K Sell
5,364
-8,262
-61% -$454K 0.06% 272
2023
Q4 		$706K Buy
13,626
+5,292
+63% +$255K 0.13% 171
2023
Q3 		$380K Buy
8,334
+3,636
+77% +$172K 0.07% 225
2023
Q2 		$222K Buy
+4,698
New +$204K 0.04% 301

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

Portside Wealth Group's VUG Position: Q2 2026 in Review

Portside Wealth Group reduced its Vanguard Growth ETF (VUG) stake by 22% in Q2 2026, selling an estimated $232K and leaving 9,705 shares worth $836K. The position accounts for 0.1% of the portfolio, ranked #222.

Portside Wealth Group first reported a position in VUG in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.53M in Q4 2025. 581 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Portside Wealth Group held 9,705 shares of Vanguard Growth ETF worth $836K as of Q2 2026.
  • Portside Wealth Group sold 2,757 Vanguard Growth ETF shares in Q2 2026, an estimated $232K.
  • Vanguard Growth ETF made up 0.1% of Portside Wealth Group's portfolio in Q2 2026, its #222 holding.
  • Portside Wealth Group first reported a position in Vanguard Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • Portside Wealth Group's Vanguard Growth ETF position peaked at $1.53M in Q4 2025.
  • 581 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.