Quantum Financial Planning Services’s Vanguard Growth ETF VUG Stock Holding History

Quantum Financial Planning Services’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	$71.1M	Buy	825,945 +35,205	+4%	+$2.96M	22.06%	1
2026 Q1	$57.6M	Buy	790,740 +38,382	+5%	+$2.99M	20.68%	2
2025 Q4	$61.2M	Buy	752,358 +16,758	+2%	+$1.36M	22.17%	2
2025 Q3	$58.8M	Sell	735,600 -36,636	-5%	-$2.8M	23.78%	2
2025 Q2	$56.4M	Buy	772,236 +31,326	+4%	+$2.06M	26.56%	2
2025 Q1	$45.8M	Buy	740,910 +16,650	+2%	+$1.12M	25.05%	2
2024 Q4	$49.5M	Buy	+724,260	New	+$48.7M	27.49%	2

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

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

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

Quantum Financial Planning Services's VUG Position: Q2 2026 in Review

Quantum Financial Planning Services increased its Vanguard Growth ETF (VUG) stake by 4.5% in Q2 2026, buying an estimated $2.96M and bringing the position to 825,945 shares worth $71.1M. The position accounts for 22.06% of the portfolio, ranked #1.

Quantum Financial Planning Services first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 581 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Quantum Financial Planning Services held 825,945 shares of Vanguard Growth ETF worth $71.1M as of Q2 2026.
Quantum Financial Planning Services bought 35,205 Vanguard Growth ETF shares in Q2 2026, an estimated $2.96M.
Vanguard Growth ETF made up 22.06% of Quantum Financial Planning Services's portfolio in Q2 2026, its #1 holding.
Quantum Financial Planning Services first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 7 quarters since.
581 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Quantum Financial Planning Services's 13F filing for Q2 2026, filed 15 Jul 2026.