SFMG Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $748K | Hold |
10,278
| – | – | 0.05% | 140 |
|
|
2025
Q4 | $836K | Hold |
10,278
| – | – | 0.06% | 126 |
|
|
2025
Q3 | $822K | Hold |
10,278
| – | – | 0.06% | 121 |
|
|
2025
Q2 | $751K | Buy |
10,278
+360
| +4% | +$23.7K | 0.06% | 119 |
|
|
2025
Q1 | $613K | Hold |
9,918
| – | – | 0.05% | 134 |
|
|
2024
Q4 | $678K | Sell |
9,918
-216
| -2% | -$14.5K | 0.05% | 121 |
|
|
2024
Q3 | $648K | Buy |
10,134
+210
| +2% | +$13K | 0.05% | 119 |
|
|
2024
Q2 | $619K | Sell |
9,924
-390
| -4% | -$22.7K | 0.05% | 117 |
|
|
2024
Q1 | $592K | Buy |
10,314
+6
| +0.1% | +$330 | 0.05% | 124 |
|
|
2023
Q4 | $534K | Hold |
10,308
| – | – | 0.05% | 132 |
|
|
2023
Q3 | $468K | Sell |
10,308
-330
| -3% | -$15.6K | 0.05% | 135 |
|
|
2023
Q2 | $502K | Sell |
10,638
-210
| -2% | -$9.11K | 0.05% | 127 |
|
|
2023
Q1 | $451K | Sell |
10,848
-72
| -0.7% | -$2.8K | 0.05% | 141 |
|
|
2022
Q4 | $388K | Sell |
10,920
-846
| -7% | -$31.1K | 0.04% | 158 |
|
|
2022
Q3 | $413K | Buy |
11,766
+1,068
| +10% | +$42.9K | 0.05% | 137 |
|
|
2022
Q2 | $397K | Buy |
10,698
+270
| +3% | +$11.1K | 0.05% | 145 |
|
|
2022
Q1 | $500K | Sell |
10,428
-258
| -2% | -$12.2K | 0.05% | 144 |
|
|
2021
Q4 | $571K | Hold |
10,686
| – | – | 0.06% | 138 |
|
|
2021
Q3 | $517K | Sell |
10,686
-426
| -4% | -$21.2K | 0.06% | 141 |
|
|
2021
Q2 | $531K | Buy |
11,112
+426
| +4% | +$19.3K | 0.06% | 144 |
|
|
2021
Q1 | $458K | Buy |
10,686
+378
| +4% | +$16.2K | 0.05% | 150 |
|
|
2020
Q4 | $435K | Hold |
10,308
| – | – | 0.06% | 137 |
|
|
2020
Q3 | $391K | Hold |
10,308
| – | – | 0.05% | 122 |
|
|
2020
Q2 | $347K | Hold |
10,308
| – | – | 0.05% | 113 |
|
|
2020
Q1 | $269K | Hold |
10,308
| – | – | 0.04% | 103 |
|
|
2019
Q4 | $313K | Hold |
10,308
| – | – | 0.04% | 125 |
|
|
2019
Q3 | $286K | Hold |
10,308
| – | – | 0.04% | 119 |
|
|
2019
Q2 | $293K | Buy |
10,308
+1,050
| +11% | +$28K | 0.04% | 117 |
|
|
2019
Q1 | $241K | Sell |
9,258
-216
| -2% | -$5.33K | 0.03% | 124 |
|
|
2018
Q4 | $212K | Buy |
9,474
+216
| +2% | +$5.23K | 0.03% | 124 |
|
|
2018
Q3 | $227K | Hold |
9,258
| – | – | 0.03% | 125 |
|
|
2018
Q2 | $231K | Hold |
9,258
| – | – | 0.04% | 129 |
|
|
2018
Q1 | $219K | Buy |
+9,258
| New | +$226K | 0.04% | 131 |
|
Other funds holding VUG
EWA
SFMG Wealth Advisors's VUG Position: Q1 2026 in Review
SFMG Wealth Advisors held its Vanguard Growth ETF (VUG) position steady in Q1 2026 at 10,278 shares worth $748K. The position accounts for 0.05% of the portfolio, ranked #140.
SFMG Wealth Advisors first reported a position in VUG in Q1 2018 and has held it in 33 quarters since. The position peaked at $836K in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.
- SFMG Wealth Advisors held 10,278 shares of Vanguard Growth ETF worth $748K as of Q1 2026.
- SFMG Wealth Advisors left its Vanguard Growth ETF share count unchanged in Q1 2026.
- Vanguard Growth ETF made up 0.05% of SFMG Wealth Advisors's portfolio in Q1 2026, its #140 holding.
- SFMG Wealth Advisors first reported a position in Vanguard Growth ETF in Q1 2018 and has held it in 33 quarters since.
- SFMG Wealth Advisors's Vanguard Growth ETF position peaked at $836K in Q4 2025.
- 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.
Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.