Sumitomo Mitsui DS Asset Management’s Vanguard Growth ETF VUG Stock Holding History

Sumitomo Mitsui DS Asset 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	$119M	Sell	1,376,479 -40,241	-3%	-$3.39M	0.82%	22
2026 Q1	$103M	Buy	1,416,720 +46,224	+3%	+$3.6M	0.83%	24
2025 Q4	$111M	Sell	1,370,496 -4,878	-0.4%	-$396K	0.88%	21
2025 Q3	$110M	Sell	1,375,374 -134,526	-9%	-$10.3M	0.89%	20
2025 Q2	$110M	Hold	1,509,900	–	–	0.99%	17
2025 Q1	$93.3M	Buy	1,509,900 +95,622	+7%	+$6.45M	0.95%	23
2024 Q4	$96.7M	Sell	1,414,278 -204,000	-13%	-$13.7M	0.99%	17
2024 Q3	$104M	Hold	1,618,278	–	–	1.11%	16
2024 Q2	$101M	Sell	1,618,278 -11,400	-0.7%	-$665K	1.19%	15
2024 Q1	$93.5M	Sell	1,629,678 -102,600	-6%	-$5.64M	1.16%	17
2023 Q4	$89.8M	Sell	1,732,278 -59,400	-3%	-$2.87M	1.17%	13
2023 Q3	$81.3M	Sell	1,791,678 -84,000	-4%	-$3.97M	1.26%	13
2023 Q2	$88.5M	Sell	1,875,678 -78,000	-4%	-$3.38M	1.36%	10
2023 Q1	$81.2M	Sell	1,953,678 -85,500	-4%	-$3.33M	1.46%	8
2022 Q4	$72.4M	Buy	2,039,178 +199,200	+11%	+$7.33M	1.47%	10
2022 Q3	$65.6M	Buy	+1,839,978	New	+$74M	1.5%	9

Other funds holding VUG

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Sumitomo Mitsui DS Asset Management's VUG Position: Q2 2026 in Review

Sumitomo Mitsui DS Asset Management reduced its Vanguard Growth ETF (VUG) stake by 2.8% in Q2 2026, selling an estimated $3.39M and leaving 1,376,479 shares worth $119M. The position accounts for 0.82% of the portfolio, ranked #22.

Sumitomo Mitsui DS Asset Management first reported a position in VUG in Q3 2022 and has held it in 16 quarters since. 1,061 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Sumitomo Mitsui DS Asset Management held 1,376,479 shares of Vanguard Growth ETF worth $119M as of Q2 2026.
Sumitomo Mitsui DS Asset Management sold 40,241 Vanguard Growth ETF shares in Q2 2026, an estimated $3.39M.
Vanguard Growth ETF made up 0.82% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #22 holding.
Sumitomo Mitsui DS Asset Management first reported a position in Vanguard Growth ETF in Q3 2022 and has held it in 16 quarters since.
1,061 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.