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Southland Equity Partners’s Vanguard Growth ETF VUG Stock Holding History

Southland Equity Partners’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 		$1.49M Sell
17,285
-28,363
-62% -$2.39M 0.26% 75
2026
Q1 		$3.32M Buy
45,648
+3,882
+9% +$302K 0.65% 38
2025
Q4 		$3.4M Buy
41,766
+564
+1% +$45.8K 0.67% 36
2025
Q3 		$3.29M Sell
41,202
-102
-0.2% -$7.79K 0.67% 35
2025
Q2 		$3.02M Sell
41,304
-6,900
-14% -$454K 0.66% 35
2025
Q1 		$2.98M Buy
48,204
+354
+0.7% +$23.9K 0.69% 34
2024
Q4 		$3.27M Buy
47,850
+834
+2% +$56K 0.76% 31
2024
Q3 		$3.01M Sell
47,016
-10,500
-18% -$651K 0.73% 32
2024
Q2 		$3.59M Sell
57,516
-12,966
-18% -$756K 1.02% 20
2024
Q1 		$4.04M Buy
70,482
+2,004
+3% +$110K 1.14% 20
2023
Q4 		$3.55M Buy
68,478
+2,286
+3% +$110K 1.11% 21
2023
Q3 		$3M Sell
66,192
-1,560
-2% -$73.7K 1.03% 23
2023
Q2 		$3.2M Buy
67,752
+744
+1% +$32.3K 1.08% 22
2023
Q1 		$2.79M Sell
67,008
-6,450
-9% -$251K 1.09% 20
2022
Q4 		$2.61M Sell
73,458
-1,350
-2% -$49.7K 1.01% 20
2022
Q3 		$2.67M Sell
74,808
-54
-0.1% -$2.17K 1.31% 20
2022
Q2 		$2.78M Buy
74,862
+3,228
+5% +$133K 1.27% 19
2022
Q1 		$3.43M Sell
71,634
-2,748
-4% -$130K 1.43% 16
2021
Q4 		$3.98M Buy
74,382
+72
+0.1% +$3.75K 1.63% 13
2021
Q3 		$3.59M Buy
74,310
+492
+0.7% +$24.5K 1.65% 13
2021
Q2 		$3.53M Buy
73,818
+4,104
+6% +$186K 1.67% 13
2021
Q1 		$2.99M Sell
69,714
-1,872
-3% -$80.1K 1.7% 14
2020
Q4 		$3.02M Buy
+71,586
New +$2.86M 2.04% 14

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

Southland Equity Partners's VUG Position: Q2 2026 in Review

Southland Equity Partners reduced its Vanguard Growth ETF (VUG) stake by 62% in Q2 2026, selling an estimated $2.39M and leaving 17,285 shares worth $1.49M. The position accounts for 0.26% of the portfolio, ranked #75.

Southland Equity Partners first reported a position in VUG in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.04M in Q1 2024. 1,060 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Southland Equity Partners held 17,285 shares of Vanguard Growth ETF worth $1.49M as of Q2 2026.
  • Southland Equity Partners sold 28,363 Vanguard Growth ETF shares in Q2 2026, an estimated $2.39M.
  • Vanguard Growth ETF made up 0.26% of Southland Equity Partners's portfolio in Q2 2026, its #75 holding.
  • Southland Equity Partners first reported a position in Vanguard Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Southland Equity Partners's Vanguard Growth ETF position peaked at $4.04M in Q1 2024.
  • 1,060 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.