Retirement Wealth Solutions’s Vanguard Growth ETF VUG Stock Holding History

Retirement Wealth 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	$82.1K	Sell	953 -1	-0.1%	-$84	0.05%	86
2026 Q1	$69.4K	Hold	954	–	–	0.04%	81
2025 Q4	$77.4K	Buy	954 +6	+0.6%	+$487	0.05%	74
2025 Q3	$76K	Hold	948	–	–	0.05%	73
2025 Q2	$69.4K	Hold	948	–	–	0.05%	71
2025 Q1	$58.7K	Sell	948 -4,212	-82%	-$284K	0.05%	71
2024 Q4	$350K	Buy	+5,160	New	+$347K	0.3%	34

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

Retirement Wealth Solutions's VUG Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Vanguard Growth ETF (VUG) stake by 0.1% in Q2 2026, selling an estimated $84 and leaving 953 shares worth $82.1K. The position accounts for 0.05% of the portfolio, ranked #86.

Retirement Wealth Solutions first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. The position peaked at $350K in Q4 2024. 581 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Retirement Wealth Solutions held 953 shares of Vanguard Growth ETF worth $82.1K as of Q2 2026.
Retirement Wealth Solutions sold 1 Vanguard Growth ETF share in Q2 2026, an estimated $84.
Vanguard Growth ETF made up 0.05% of Retirement Wealth Solutions's portfolio in Q2 2026, its #86 holding.
Retirement Wealth Solutions first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 7 quarters since.
Retirement Wealth Solutions's Vanguard Growth ETF position peaked at $350K in Q4 2024.
581 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.