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RVW Wealth’s Vanguard Growth ETF VUG Stock Holding History

RVW Wealth’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 		$3.97M Sell
46,056
-1,128
-2% -$94.9K 0.26% 47
2026
Q1 		$3.43M Sell
47,184
-672
-1% -$52.3K 0.27% 46
2025
Q4 		$3.89M Sell
47,856
-162
-0.3% -$13.1K 0.3% 42
2025
Q3 		$3.84M Sell
48,018
-96
-0.2% -$7.34K 0.3% 43
2025
Q2 		$3.52M Sell
48,114
-990
-2% -$65.2K 0.3% 43
2025
Q1 		$3.03M Sell
49,104
-1,278
-3% -$86.2K 0.29% 42
2024
Q4 		$3.45M Sell
50,382
-312
-0.6% -$21K 0.32% 41
2024
Q3 		$3.24M Sell
50,694
-48
-0.1% -$2.98K 0.3% 46
2024
Q2 		$3.16M Buy
50,742
+29,526
+139% +$1.72M 0.32% 44
2024
Q1 		$1.22M Sell
21,216
-1,104
-5% -$60.7K 0.13% 58
2023
Q4 		$1.16M Sell
22,320
-540
-2% -$26.1K 0.13% 64
2023
Q3 		$1.04M Buy
22,860
+618
+3% +$29.2K 0.13% 65
2023
Q2 		$1.05M Buy
22,242
+6,288
+39% +$273K 0.12% 72
2023
Q1 		$663K Buy
15,954
+1,008
+7% +$39.2K 0.08% 86
2022
Q4 		$531K Sell
14,946
-46,818
-76% -$1.72M 0.07% 97
2022
Q3 		$2.2M Sell
61,764
-3,600
-6% -$145K 0.31% 53
2022
Q2 		$2.43M Buy
+65,364
New +$2.69M 0.33% 48

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

RVW Wealth's VUG Position: Q2 2026 in Review

RVW Wealth reduced its Vanguard Growth ETF (VUG) stake by 2.4% in Q2 2026, selling an estimated $94.9K and leaving 46,056 shares worth $3.97M. The position accounts for 0.26% of the portfolio, ranked #47.

RVW Wealth first reported a position in VUG in Q2 2022 and has held it in 17 quarters since. 581 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • RVW Wealth held 46,056 shares of Vanguard Growth ETF worth $3.97M as of Q2 2026.
  • RVW Wealth sold 1,128 Vanguard Growth ETF shares in Q2 2026, an estimated $94.9K.
  • Vanguard Growth ETF made up 0.26% of RVW Wealth's portfolio in Q2 2026, its #47 holding.
  • RVW Wealth first reported a position in Vanguard Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • 581 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.