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Schaper Benz & Wise Investment Counsel’s Vanguard Growth ETF VUG Stock Holding History

Schaper Benz & Wise Investment Counsel’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 		$422K Sell
4,904
-208
-4% -$17.5K 0.03% 138
2026
Q1 		$372K Sell
5,112
-420
-8% -$32.7K 0.03% 134
2025
Q4 		$450K Buy
5,532
+48
+0.9% +$3.9K 0.03% 129
2025
Q3 		$438K Sell
5,484
-306
-5% -$23.4K 0.03% 125
2025
Q2 		$423K Buy
+5,790
New +$381K 0.03% 124

Other funds holding VUG

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
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
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Schaper Benz & Wise Investment Counsel's VUG Position: Q2 2026 in Review

Schaper Benz & Wise Investment Counsel reduced its Vanguard Growth ETF (VUG) stake by 4.1% in Q2 2026, selling an estimated $17.5K and leaving 4,904 shares worth $422K. The position accounts for 0.03% of the portfolio, ranked #138.

Schaper Benz & Wise Investment Counsel first reported a position in VUG in Q2 2025 and has held it in 5 quarters since. The position peaked at $450K in Q4 2025. 1,180 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Schaper Benz & Wise Investment Counsel held 4,904 shares of Vanguard Growth ETF worth $422K as of Q2 2026.
  • Schaper Benz & Wise Investment Counsel sold 208 Vanguard Growth ETF shares in Q2 2026, an estimated $17.5K.
  • Vanguard Growth ETF made up 0.03% of Schaper Benz & Wise Investment Counsel's portfolio in Q2 2026, its #138 holding.
  • Schaper Benz & Wise Investment Counsel first reported a position in Vanguard Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • Schaper Benz & Wise Investment Counsel's Vanguard Growth ETF position peaked at $450K in Q4 2025.
  • 1,180 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.