RF
VUG icon

Robinswood Financial’s Vanguard Growth ETF VUG Stock Holding History

Robinswood Financial’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 		$16.8M Sell
195,103
-1,805
-0.9% -$152K 4.82% 6
2026
Q1 		$14.3M Sell
196,908
-3,846
-2% -$299K 4.51% 9
2025
Q4 		$16.3M Sell
200,754
-13,056
-6% -$1.06M 5.22% 5
2025
Q3 		$17.1M Sell
213,810
-23,262
-10% -$1.78M 5.7% 1
2025
Q2 		$17.3M Sell
237,072
-19,758
-8% -$1.3M 6.13% 1
2025
Q1 		$15.9M Sell
256,830
-3,174
-1% -$214K 5.87% 2
2024
Q4 		$17.8M Sell
260,004
-7,026
-3% -$472K 6.72% 1
2024
Q3 		$17.1M Buy
267,030
+9,300
+4% +$576K 6.35% 2
2024
Q2 		$16.1M Buy
257,730
+7,974
+3% +$465K 6.5% 2
2024
Q1 		$14.3M Sell
249,756
-22,008
-8% -$1.21M 6.12% 2
2023
Q4 		$14.1M Buy
271,764
+1,362
+0.5% +$65.7K 6.09% 2
2023
Q3 		$12.3M Sell
270,402
-4,362
-2% -$206K 5.85% 3
2023
Q2 		$13M Buy
+274,764
New +$11.9M 6.02% 3

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
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

Robinswood Financial's VUG Position: Q2 2026 in Review

Robinswood Financial reduced its Vanguard Growth ETF (VUG) stake by 0.92% in Q2 2026, selling an estimated $152K and leaving 195,103 shares worth $16.8M. The position accounts for 4.82% of the portfolio, ranked #6.

Robinswood Financial first reported a position in VUG in Q2 2023 and has held it in 13 quarters since. The position peaked at $17.8M in Q4 2024. 942 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Robinswood Financial held 195,103 shares of Vanguard Growth ETF worth $16.8M as of Q2 2026.
  • Robinswood Financial sold 1,805 Vanguard Growth ETF shares in Q2 2026, an estimated $152K.
  • Vanguard Growth ETF made up 4.82% of Robinswood Financial's portfolio in Q2 2026, its #6 holding.
  • Robinswood Financial first reported a position in Vanguard Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • Robinswood Financial's Vanguard Growth ETF position peaked at $17.8M in Q4 2024.
  • 942 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

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