Precedent Wealth Partners’s Vanguard Growth ETF VUG Stock Holding History

Precedent Wealth Partners’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	$648K	Buy	7,528 +3,592	+91%	+$302K	0.11%	129
2026 Q1	$287K	Sell	3,936 -528	-12%	-$41.1K	0.06%	151
2025 Q4	$363K	Hold	4,464	–	–	0.08%	144
2025 Q3	$357K	Hold	4,464	–	–	0.08%	143
2025 Q2	$326K	Buy	+4,464	New	+$294K	0.08%	140
2025 Q1	–	Sell	-6,036	Closed	-$413K	–	163
2024 Q4	$413K	Hold	6,036	–	–	0.13%	122
2024 Q3	$386K	Hold	6,036	–	–	0.13%	119
2024 Q2	$376K	Hold	6,036	–	–	0.15%	110
2024 Q1	$346K	Sell	6,036 -606	-9%	-$33.3K	0.15%	114
2023 Q4	$344K	Buy	+6,642	New	+$321K	0.17%	103

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

Precedent Wealth Partners's VUG Position: Q2 2026 in Review

Precedent Wealth Partners increased its Vanguard Growth ETF (VUG) stake by 91% in Q2 2026, buying an estimated $302K and bringing the position to 7,528 shares worth $648K. The position accounts for 0.11% of the portfolio, ranked #129.

Precedent Wealth Partners first reported a position in VUG in Q4 2023 and has held it in 10 quarters since. 952 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Precedent Wealth Partners held 7,528 shares of Vanguard Growth ETF worth $648K as of Q2 2026.
Precedent Wealth Partners bought 3,592 Vanguard Growth ETF shares in Q2 2026, an estimated $302K.
Vanguard Growth ETF made up 0.11% of Precedent Wealth Partners's portfolio in Q2 2026, its #129 holding.
Precedent Wealth Partners first reported a position in Vanguard Growth ETF in Q4 2023 and has held it in 10 quarters since.
952 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.