SPAS
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Spectrum Planning & Advisory Services’s Vanguard Growth ETF VUG Stock Holding History

Spectrum Planning & Advisory Services’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 		$206K Buy
+2,396
New +$202K 0.09% 111
2025
Q1 		– Sell
-3,114
Closed -$213K – 71
2024
Q4 		$213K Buy
+3,114
New +$209K 0.19% 57

Other funds holding VUG

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
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
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Spectrum Planning & Advisory Services's VUG Position: Q2 2026 in Review

Spectrum Planning & Advisory Services opened a new position in Vanguard Growth ETF (VUG) in Q2 2026: 2,396 shares worth $206K. The stake represents 0.09% of the portfolio and ranks #111 among its holdings. This is a return to the name: Spectrum Planning & Advisory Services previously reported a position in VUG as recently as Q4 2024.

Spectrum Planning & Advisory Services first reported a position in VUG in Q4 2024 and has held it in 2 quarters since. The position peaked at $213K in Q4 2024. 581 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Spectrum Planning & Advisory Services held 2,396 shares of Vanguard Growth ETF worth $206K as of Q2 2026.
  • Vanguard Growth ETF was a new Spectrum Planning & Advisory Services position in Q2 2026.
  • Vanguard Growth ETF made up 0.09% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #111 holding.
  • Spectrum Planning & Advisory Services first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 2 quarters since.
  • Spectrum Planning & Advisory Services's Vanguard Growth ETF position peaked at $213K in Q4 2024.
  • 581 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.