StoneCrest Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

StoneCrest Wealth Management’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	$389K	Sell	4,521 -273	-6%	-$23K	0.12%	63
2026 Q1	$349K	Sell	4,794 -1,728	-26%	-$134K	0.15%	63
2025 Q4	$530K	Sell	6,522 -444	-6%	-$36K	0.21%	59
2025 Q3	$557K	Hold	6,966	–	–	0.24%	54
2025 Q2	$509K	Buy	6,966 +900	+15%	+$59.3K	0.24%	60
2025 Q1	$375K	Hold	6,066	–	–	0.24%	58
2024 Q4	$415K	Hold	6,066	–	–	0.27%	53
2024 Q3	$388K	Buy	6,066 +1,746	+40%	+$108K	0.28%	51
2024 Q2	$269K	Sell	4,320 -264	-6%	-$15.4K	0.21%	52
2024 Q1	$263K	Sell	4,584 -198	-4%	-$10.9K	0.23%	53
2023 Q4	$248K	Buy	+4,782	New	+$231K	0.24%	49

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

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

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

StoneCrest Wealth Management's VUG Position: Q2 2026 in Review

StoneCrest Wealth Management reduced its Vanguard Growth ETF (VUG) stake by 5.7% in Q2 2026, selling an estimated $23K and leaving 4,521 shares worth $389K. The position accounts for 0.12% of the portfolio, ranked #63.

StoneCrest Wealth Management first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. The position peaked at $557K in Q3 2025. 581 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

StoneCrest Wealth Management held 4,521 shares of Vanguard Growth ETF worth $389K as of Q2 2026.
StoneCrest Wealth Management sold 273 Vanguard Growth ETF shares in Q2 2026, an estimated $23K.
Vanguard Growth ETF made up 0.12% of StoneCrest Wealth Management's portfolio in Q2 2026, its #63 holding.
StoneCrest Wealth Management first reported a position in Vanguard Growth ETF in Q4 2023 and has held it in 11 quarters since.
StoneCrest Wealth Management's Vanguard Growth ETF position peaked at $557K in Q3 2025.
581 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.