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Safir Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

Safir 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 		$16.6M Buy
192,377
+1,373
+0.7% +$116K 10.77% 3
2026
Q1 		$13.9M Sell
191,004
-1,554
-0.8% -$121K 10.06% 3
2025
Q4 		$15.7M Sell
192,558
-5,784
-3% -$469K 10.98% 2
2025
Q3 		$15.9M Sell
198,342
-7,878
-4% -$602K 11.2% 2
2025
Q2 		$15.1M Buy
206,220
+1,680
+0.8% +$111K 11.06% 2
2025
Q1 		$12.6M Sell
204,540
-5,796
-3% -$391K 10.03% 3
2024
Q4 		$14.4M Sell
210,336
-3,828
-2% -$257K 11.1% 2
2024
Q3 		$13.7M Sell
214,164
-2,052
-0.9% -$127K 10.54% 2
2024
Q2 		$13.5M Sell
216,216
-5,814
-3% -$339K 11.04% 2
2024
Q1 		$12.7M Sell
222,030
-4,236
-2% -$233K 10.45% 3
2023
Q4 		$11.7M Sell
226,266
-6,480
-3% -$313K 10.55% 3
2023
Q3 		$10.6M Sell
232,746
-4,920
-2% -$232K 10.22% 3
2023
Q2 		$11.2M Sell
237,666
-2,250
-0.9% -$97.6K 10.37% 3
2023
Q1 		$9.97M Sell
239,916
-2,544
-1% -$98.9K 9.84% 3
2022
Q4 		$8.61M Buy
242,460
+10,344
+4% +$381K 8.78% 4
2022
Q3 		$8.28M Buy
232,116
+1,854
+0.8% +$74.5K 8.61% 4
2022
Q2 		$8.55M Buy
230,262
+11,502
+5% +$473K 8.37% 4
2022
Q1 		$10.5M Buy
218,760
+2,658
+1% +$126K 8.75% 4
2021
Q4 		$11.6M Sell
216,102
-6,720
-3% -$350K 8.99% 4
2021
Q3 		$10.8M Sell
222,822
-2,406
-1% -$120K 9.02% 4
2021
Q2 		$10.8M Buy
225,228
+1,710
+0.8% +$77.6K 9.14% 4
2021
Q1 		$9.58M Buy
223,518
+288
+0.1% +$12.3K 8.78% 4
2020
Q4 		$9.43M Buy
+223,230
New +$8.91M 8.76% 4

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

Safir Wealth Advisors's VUG Position: Q2 2026 in Review

Safir Wealth Advisors increased its Vanguard Growth ETF (VUG) stake by 0.72% in Q2 2026, buying an estimated $116K and bringing the position to 192,377 shares worth $16.6M. The position accounts for 10.77% of the portfolio, ranked #3.

Safir Wealth Advisors first reported a position in VUG in Q4 2020 and has held it in 23 quarters since. 662 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Safir Wealth Advisors held 192,377 shares of Vanguard Growth ETF worth $16.6M as of Q2 2026.
  • Safir Wealth Advisors bought 1,373 Vanguard Growth ETF shares in Q2 2026, an estimated $116K.
  • Vanguard Growth ETF made up 10.77% of Safir Wealth Advisors's portfolio in Q2 2026, its #3 holding.
  • Safir Wealth Advisors first reported a position in Vanguard Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 662 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Safir Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.