Stonehearth Capital Management’s Vanguard Growth ETF VUG Stock Holding History

Stonehearth Capital 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	$243K	Hold	2,826	–	–	0.08%	72
2026 Q1	$206K	Hold	2,826	–	–	0.08%	94
2025 Q4	$230K	Hold	2,826	–	–	0.09%	91
2025 Q3	$226K	Sell	2,826 -462	-14%	-$35.3K	0.09%	88
2025 Q2	$240K	Sell	3,288 -126	-4%	-$8.29K	0.1%	80
2025 Q1	$211K	Buy	3,414 +126	+4%	+$8.5K	0.09%	81
2024 Q4	$225K	Sell	3,288 -192	-6%	-$12.9K	0.09%	75
2024 Q3	$223K	Buy	3,480 +192	+6%	+$11.9K	0.09%	71
2024 Q2	$205K	Buy	+3,288	New	+$192K	0.09%	75
2022 Q2	–	Sell	-5,994	Closed	-$287K	–	85
2022 Q1	$287K	Hold	5,994	–	–	0.15%	51
2021 Q4	$321K	Hold	5,994	–	–	0.17%	44
2021 Q3	$290K	Hold	5,994	–	–	0.15%	50
2021 Q2	$287K	Sell	5,994 -1,500	-20%	-$68.1K	0.14%	52
2021 Q1	$321K	Buy	7,494 +1,500	+25%	+$64.2K	0.17%	46
2020 Q4	$253K	Hold	5,994	–	–	0.14%	51
2020 Q3	$227K	Hold	5,994	–	–	0.15%	49
2020 Q2	$216K	Buy	+5,994	New	+$184K	0.14%	53
2018 Q4	–	Sell	-10,590	Closed	-$284K	–	49
2018 Q3	$284K	Hold	10,590	–	–	0.22%	36
2018 Q2	$265K	Buy	+10,590	New	+$260K	0.21%	34
2018 Q1	–	Sell	-10,590	Closed	-$248K	–	35
2017 Q4	$248K	Hold	10,590	–	–	0.19%	34
2017 Q3	$234K	Sell	10,590 -186	-2%	-$4.04K	0.18%	30
2017 Q2	$228K	Sell	10,776 -504	-4%	-$10.6K	0.18%	30
2017 Q1	$229K	Hold	11,280	–	–	0.18%	30
2016 Q4	$210K	Hold	11,280	–	–	0.16%	33
2016 Q3	$211K	Hold	11,280	–	–	0.16%	31
2016 Q2	$202K	Hold	11,280	–	–	0.16%	29
2016 Q1	$200K	Sell	11,280 -414	-4%	-$6.94K	0.17%	33
2015 Q4	$207K	Sell	11,694 -1,530	-12%	-$27.4K	0.14%	38
2015 Q3	$221K	Buy	13,224 +144	+1%	+$2.55K	0.16%	38
2015 Q2	$233K	Sell	13,080 -918	-7%	-$16.7K	0.16%	32
2015 Q1	$244K	Sell	13,998 -274,332	-95%	-$4.87M	0.15%	33
2014 Q4	$5.02M	Buy	+288,330	New	+$4.9M	3.69%	13

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

Stonehearth Capital Management's VUG Position: Q2 2026 in Review

Stonehearth Capital Management held its Vanguard Growth ETF (VUG) position steady in Q2 2026 at 2,826 shares worth $243K. The position accounts for 0.08% of the portfolio, ranked #72.

Stonehearth Capital Management first reported a position in VUG in Q4 2014 and has held it in 32 quarters since. The position peaked at $5.02M in Q4 2014. 746 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Stonehearth Capital Management held 2,826 shares of Vanguard Growth ETF worth $243K as of Q2 2026.
Stonehearth Capital Management left its Vanguard Growth ETF share count unchanged in Q2 2026.
Vanguard Growth ETF made up 0.08% of Stonehearth Capital Management's portfolio in Q2 2026, its #72 holding.
Stonehearth Capital Management first reported a position in Vanguard Growth ETF in Q4 2014 and has held it in 32 quarters since.
Stonehearth Capital Management's Vanguard Growth ETF position peaked at $5.02M in Q4 2014.
746 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Stonehearth Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.