Sulzberger Capital Advisors’s Vanguard Growth ETF VUG Stock Holding History

Sulzberger Capital 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	$360K	Hold	4,176	–	–	0.35%	40
2026 Q1	$304K	Sell	4,176 -690	-14%	-$53.7K	0.31%	42
2025 Q4	$396K	Buy	4,866 +6	+0.1%	+$487	0.4%	37
2025 Q3	$388K	Buy	4,860 +12	+0.2%	+$917	0.43%	32
2025 Q2	$354K	Sell	4,848 -276	-5%	-$18.2K	0.41%	35
2025 Q1	$317K	Sell	5,124 -666	-12%	-$44.9K	0.42%	37
2024 Q4	$396K	Buy	+5,790	New	+$389K	0.45%	40

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

Sulzberger Capital Advisors's VUG Position: Q2 2026 in Review

Sulzberger Capital Advisors held its Vanguard Growth ETF (VUG) position steady in Q2 2026 at 4,176 shares worth $360K. The position accounts for 0.35% of the portfolio, ranked #40.

Sulzberger Capital Advisors first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. The position peaked at $396K in Q4 2024. 581 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Sulzberger Capital Advisors held 4,176 shares of Vanguard Growth ETF worth $360K as of Q2 2026.
Sulzberger Capital Advisors left its Vanguard Growth ETF share count unchanged in Q2 2026.
Vanguard Growth ETF made up 0.35% of Sulzberger Capital Advisors's portfolio in Q2 2026, its #40 holding.
Sulzberger Capital Advisors first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 7 quarters since.
Sulzberger Capital Advisors's Vanguard Growth ETF position peaked at $396K in Q4 2024.
581 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Sulzberger Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.