St. Clair Advisors’s Vanguard Growth ETF VUG Stock Holding History

St. Clair Advisors’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	$374K	Sell	4,342 -500	-10%	-$42.1K	0.1%	70
2026 Q1	$352K	Hold	4,842	–	–	0.09%	73
2025 Q4	$394K	Hold	4,842	–	–	0.1%	71
2025 Q3	$387K	Sell	4,842 -204	-4%	-$15.6K	0.1%	72
2025 Q2	$369K	Hold	5,046	–	–	0.1%	70
2025 Q1	$312K	Sell	5,046 -2,988	-37%	-$201K	0.09%	71
2024 Q4	$550K	Hold	8,034	–	–	0.16%	60
2024 Q3	$514K	Hold	8,034	–	–	0.15%	63
2024 Q2	$501K	Hold	8,034	–	–	0.16%	62
2024 Q1	$461K	Hold	8,034	–	–	0.15%	65
2023 Q4	$416K	Hold	8,034	–	–	0.14%	69
2023 Q3	$365K	Hold	8,034	–	–	0.14%	67
2023 Q2	$379K	Hold	8,034	–	–	0.15%	67
2023 Q1	$334K	Hold	8,034	–	–	0.15%	69
2022 Q4	$285K	Hold	8,034	–	–	0.18%	52
2022 Q3	$286K	Hold	8,034	–	–	0.23%	33
2022 Q2	$298K	Hold	8,034	–	–	0.24%	32
2022 Q1	$385K	Hold	8,034	–	–	0.26%	32
2021 Q4	$430K	Hold	8,034	–	–	0.25%	34
2021 Q3	$389K	Hold	8,034	–	–	0.27%	36
2021 Q2	$384K	Hold	8,034	–	–	0.29%	27
2021 Q1	$344K	Hold	8,034	–	–	0.28%	31
2020 Q4	$339K	Buy	+8,034	New	+$321K	0.32%	32

Other funds holding VUG

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

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 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

St. Clair Advisors's VUG Position: Q2 2026 in Review

St. Clair Advisors reduced its Vanguard Growth ETF (VUG) stake by 10% in Q2 2026, selling an estimated $42.1K and leaving 4,342 shares worth $374K. The position accounts for 0.1% of the portfolio, ranked #70.

St. Clair Advisors first reported a position in VUG in Q4 2020 and has held it in 23 quarters since. The position peaked at $550K in Q4 2024. 836 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

St. Clair Advisors held 4,342 shares of Vanguard Growth ETF worth $374K as of Q2 2026.
St. Clair Advisors sold 500 Vanguard Growth ETF shares in Q2 2026, an estimated $42.1K.
Vanguard Growth ETF made up 0.1% of St. Clair Advisors's portfolio in Q2 2026, its #70 holding.
St. Clair Advisors first reported a position in Vanguard Growth ETF in Q4 2020 and has held it in 23 quarters since.
St. Clair Advisors's Vanguard Growth ETF position peaked at $550K in Q4 2024.
836 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on St. Clair Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.