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Saxony Capital Management’s Vanguard Growth ETF VUG Stock Holding History

Saxony Capital Management’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 		$397K Buy
4,603
+31
+0.7% +$2.61K 0.18% 111
2026
Q1 		$333K Sell
4,572
-36
-0.8% -$2.8K 0.19% 107
2025
Q4 		$375K Sell
4,608
-132
-3% -$10.7K 0.23% 93
2025
Q3 		$379K Sell
4,740
-6
-0.1% -$458 0.25% 89
2025
Q2 		$347K Buy
4,746
+942
+25% +$62K 0.27% 78
2025
Q1 		$235K Sell
3,804
-2,466
-39% -$166K 0.21% 100
2024
Q4 		$429K Sell
6,270
-192
-3% -$12.9K 0.38% 65
2024
Q3 		$413K Buy
6,462
+2,652
+70% +$164K 0.38% 71
2024
Q2 		$237K Hold
3,810
– – 0.26% 106
2024
Q1 		$219K Buy
+3,810
New +$210K 0.26% 97

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

Saxony Capital Management's VUG Position: Q2 2026 in Review

Saxony Capital Management increased its Vanguard Growth ETF (VUG) stake by 0.68% in Q2 2026, buying an estimated $2.61K and bringing the position to 4,603 shares worth $397K. The position accounts for 0.18% of the portfolio, ranked #111.

Saxony Capital Management first reported a position in VUG in Q1 2024 and has held it in 10 quarters since. The position peaked at $429K in Q4 2024. 836 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Saxony Capital Management held 4,603 shares of Vanguard Growth ETF worth $397K as of Q2 2026.
  • Saxony Capital Management bought 31 Vanguard Growth ETF shares in Q2 2026, an estimated $2.61K.
  • Vanguard Growth ETF made up 0.18% of Saxony Capital Management's portfolio in Q2 2026, its #111 holding.
  • Saxony Capital Management first reported a position in Vanguard Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • Saxony Capital Management's Vanguard Growth ETF position peaked at $429K in Q4 2024.
  • 836 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.