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Snider Financial Group’s Vanguard Growth ETF VUG Stock Holding History

Snider Financial Group’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 		– Sell
-4,056
Closed -$295K – 116
2026
Q1 		$295K Hold
4,056
– – 0.09% 83
2025
Q4 		$330K Sell
4,056
-2,424
-37% -$197K 0.09% 85
2025
Q3 		$518K Hold
6,480
– – 0.14% 75
2025
Q2 		$473K Hold
6,480
– – 0.14% 77
2025
Q1 		$400K Sell
6,480
-216
-3% -$14.6K 0.13% 79
2024
Q4 		$458K Buy
+6,696
New +$450K 0.14% 76

Other funds holding VUG

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
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

Snider Financial Group's VUG Position: Q2 2026 in Review

Snider Financial Group sold out of Vanguard Growth ETF (VUG) in Q2 2026, closing a stake of 4,056 shares — an estimated $295K sold.

Snider Financial Group first reported a position in VUG in Q4 2024 and held it in 6 quarters. The position peaked at $518K in Q3 2025. 1,061 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Snider Financial Group reported no remaining Vanguard Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Snider Financial Group sold 4,056 Vanguard Growth ETF shares in Q2 2026, an estimated $295K.
  • Snider Financial Group first reported a position in Vanguard Growth ETF in Q4 2024 and held it in 6 quarters.
  • Snider Financial Group's Vanguard Growth ETF position peaked at $518K in Q3 2025.
  • 1,061 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.