Shira Ridge Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Shira Ridge Wealth 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	$850K	Sell	9,865 -77	-0.8%	-$6.48K	0.3%	41
2026 Q1	$724K	Buy	9,942 +6	+0.1%	+$467	0.29%	42
2025 Q4	$808K	Sell	9,936 -36	-0.4%	-$2.92K	0.32%	40
2025 Q3	$797K	Sell	9,972 -66	-0.7%	-$5.04K	0.34%	39
2025 Q2	$733K	Sell	10,038 -66	-0.7%	-$4.34K	0.34%	41
2025 Q1	$624K	Sell	10,104 -216	-2%	-$14.6K	0.31%	44
2024 Q4	$706K	Sell	10,320 -60	-0.6%	-$4.03K	0.35%	42
2024 Q3	$664K	Sell	10,380 -24	-0.2%	-$1.49K	0.34%	46
2024 Q2	$649K	Sell	10,404 -396	-4%	-$23.1K	0.36%	46
2024 Q1	$620K	Sell	10,800 -30	-0.3%	-$1.65K	0.35%	45
2023 Q4	$561K	Sell	10,830 -30	-0.3%	-$1.45K	0.34%	48
2023 Q3	$493K	Sell	10,860 -30	-0.3%	-$1.42K	0.32%	46
2023 Q2	$514K	Sell	10,890 -24	-0.2%	-$1.04K	0.32%	45
2023 Q1	$454K	Sell	10,914 -120	-1%	-$4.67K	0.3%	49
2022 Q4	$392K	Buy	+11,034	New	+$406K	0.27%	52

Other funds holding VUG

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Shira Ridge Wealth Management's VUG Position: Q2 2026 in Review

Shira Ridge Wealth Management reduced its Vanguard Growth ETF (VUG) stake by 0.77% in Q2 2026, selling an estimated $6.48K and leaving 9,865 shares worth $850K. The position accounts for 0.3% of the portfolio, ranked #41.

Shira Ridge Wealth Management first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. 1,270 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Shira Ridge Wealth Management held 9,865 shares of Vanguard Growth ETF worth $850K as of Q2 2026.
Shira Ridge Wealth Management sold 77 Vanguard Growth ETF shares in Q2 2026, an estimated $6.48K.
Vanguard Growth ETF made up 0.3% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #41 holding.
Shira Ridge Wealth Management first reported a position in Vanguard Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,270 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.