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SJS Investment Consulting’s Vanguard Growth ETF VUG Stock Holding History

SJS Investment Consulting’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 		$321K Sell
3,726
-846
-19% -$71.2K 0.03% 119
2026
Q1 		$333K Buy
4,572
+1,650
+56% +$128K 0.04% 108
2025
Q4 		$238K Sell
2,922
-258
-8% -$20.9K 0.03% 126
2025
Q3 		$254K Buy
3,180
+258
+9% +$19.7K 0.03% 114
2025
Q2 		$214K Buy
2,922
+120
+4% +$7.9K 0.03% 94
2025
Q1 		$173K Hold
2,802
– – 0.03% 101
2024
Q4 		$192K Sell
2,802
-18
-0.6% -$1.21K 0.03% 96
2024
Q3 		$180K Buy
2,820
+18
+0.6% +$1.12K 0.03% 104
2024
Q2 		$175K Hold
2,802
– – 0.03% 94
2024
Q1 		$161K Buy
+2,802
New +$154K 0.03% 98
2023
Q4 		– Sell
-810
Closed -$36.8K – 1663
2023
Q3 		$36.8K Buy
+810
New +$38.3K 0.01% 182

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

SJS Investment Consulting's VUG Position: Q2 2026 in Review

SJS Investment Consulting reduced its Vanguard Growth ETF (VUG) stake by 19% in Q2 2026, selling an estimated $71.2K and leaving 3,726 shares worth $321K. The position accounts for 0.03% of the portfolio, ranked #119.

SJS Investment Consulting first reported a position in VUG in Q3 2023 and has held it in 11 quarters since. The position peaked at $333K in Q1 2026. 1,270 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • SJS Investment Consulting held 3,726 shares of Vanguard Growth ETF worth $321K as of Q2 2026.
  • SJS Investment Consulting sold 846 Vanguard Growth ETF shares in Q2 2026, an estimated $71.2K.
  • Vanguard Growth ETF made up 0.03% of SJS Investment Consulting's portfolio in Q2 2026, its #119 holding.
  • SJS Investment Consulting first reported a position in Vanguard Growth ETF in Q3 2023 and has held it in 11 quarters since.
  • SJS Investment Consulting's Vanguard Growth ETF position peaked at $333K in Q1 2026.
  • 1,270 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.