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Regent Peak Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

Regent Peak Wealth Advisors’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 		$22.7M Sell
263,714
-2,638
-1% -$222K 4.21% 6
2026
Q1 		$19.4M Sell
266,352
-8,754
-3% -$681K 3.95% 7
2025
Q4 		$22.4M Sell
275,106
-984
-0.4% -$79.9K 4.41% 6
2025
Q3 		$22.1M Buy
+276,090
New +$21.1M 4.42% 6
2025
Q1 		$17.3M Sell
280,212
-44,412
-14% -$2.99M 4.09% 6
2024
Q4 		$22.2M Sell
324,624
-300
-0.1% -$20.2K 4.98% 4
2024
Q3 		$20.8M Buy
324,924
+2,310
+0.7% +$143K 4.77% 4
2024
Q2 		$20.1M Sell
322,614
-11,934
-4% -$696K 4.6% 4
2024
Q1 		$19.2M Sell
334,548
-10,068
-3% -$554K 4.88% 3
2023
Q4 		$17.9M Sell
344,616
-8,892
-3% -$429K 4.84% 5
2023
Q3 		$16M Buy
353,508
+7,560
+2% +$357K 4.9% 4
2023
Q2 		$16.3M Sell
345,948
-19,422
-5% -$842K 4.75% 5
2023
Q1 		$15.2M Sell
365,370
-12,036
-3% -$468K 4.7% 6
2022
Q4 		$13.4M Sell
377,406
-4,770
-1% -$175K 4.39% 4
2022
Q3 		$13.6M Sell
382,176
-288
-0.1% -$11.6K 4.8% 4
2022
Q2 		$14.2M Buy
382,464
+46,506
+14% +$1.91M 4.64% 5
2022
Q1 		$16.1M Buy
335,958
+9,738
+3% +$461K 4.62% 5
2021
Q4 		$17.4M Sell
326,220
-90
-0% -$4.69K 4.74% 4
2021
Q3 		$15.8M Sell
326,310
-1,704
-0.5% -$84.8K 4.52% 6
2021
Q2 		$16.2M Buy
328,014
+114
+0% +$5.18K 4.52% 5
2021
Q1 		$14M Sell
327,900
-13,590
-4% -$581K 4.62% 4
2020
Q4 		$14.4M Buy
341,490
+21,996
+7% +$878K 4.81% 4
2020
Q3 		$12.1M Sell
319,494
-360
-0.1% -$13.3K 5.16% 4
2020
Q2 		$10.8M Buy
319,854
+4,944
+2% +$152K 4.88% 4
2020
Q1 		$8.22M Sell
314,910
-27,708
-8% -$830K 4.58% 5
2019
Q4 		$10.4M Buy
+342,618
New +$9.89M 4.75% 5

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

Regent Peak Wealth Advisors's VUG Position: Q2 2026 in Review

Regent Peak Wealth Advisors reduced its Vanguard Growth ETF (VUG) stake by 0.99% in Q2 2026, selling an estimated $222K and leaving 263,714 shares worth $22.7M. The position accounts for 4.21% of the portfolio, ranked #6.

Regent Peak Wealth Advisors first reported a position in VUG in Q4 2019 and has held it in 26 quarters since. 581 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Regent Peak Wealth Advisors held 263,714 shares of Vanguard Growth ETF worth $22.7M as of Q2 2026.
  • Regent Peak Wealth Advisors sold 2,638 Vanguard Growth ETF shares in Q2 2026, an estimated $222K.
  • Vanguard Growth ETF made up 4.21% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #6 holding.
  • Regent Peak Wealth Advisors first reported a position in Vanguard Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • 581 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.