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Strategic Planning Group’s Vanguard Growth ETF VUG Stock Holding History

Strategic Planning Group’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 		$513K Buy
5,958
+6
+0.1% +$505 0.06% 57
2026
Q1 		$433K Hold
5,952
– – 0.06% 56
2025
Q4 		$484K Buy
5,952
+6
+0.1% +$487 0.06% 64
2025
Q3 		$476K Buy
+5,946
New +$454K 0.06% 65

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
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

Strategic Planning Group's VUG Position: Q2 2026 in Review

Strategic Planning Group increased its Vanguard Growth ETF (VUG) stake by 0.1% in Q2 2026, buying an estimated $505 and bringing the position to 5,958 shares worth $513K. The position accounts for 0.06% of the portfolio, ranked #57.

Strategic Planning Group first reported a position in VUG in Q3 2025 and has held it in 4 quarters since. 703 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Strategic Planning Group held 5,958 shares of Vanguard Growth ETF worth $513K as of Q2 2026.
  • Strategic Planning Group bought 6 Vanguard Growth ETF shares in Q2 2026, an estimated $505.
  • Vanguard Growth ETF made up 0.06% of Strategic Planning Group's portfolio in Q2 2026, its #57 holding.
  • Strategic Planning Group first reported a position in Vanguard Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 703 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Strategic Planning Group's 13F filing for Q2 2026, filed 16 Jul 2026.