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Summit Financial Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

Summit Financial Wealth 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 		$58.5M Buy
679,485
+8,721
+1% +$734K 7.49% 3
2026
Q1 		$48.8M Buy
670,764
+10,656
+2% +$829K 6.92% 3
2025
Q4 		$53.7M Sell
660,108
-15,432
-2% -$1.25M 7.68% 3
2025
Q3 		$54.3M Buy
675,540
+1,986
+0.3% +$152K 8.41% 2
2025
Q2 		$49.2M Buy
673,554
+73,020
+12% +$4.81M 8.83% 2
2025
Q1 		$37.1M Buy
600,534
+2,904
+0.5% +$196K 7.36% 2
2024
Q4 		$41.3M Sell
597,630
-954
-0.2% -$64.1K 8.07% 2
2024
Q3 		$38.3M Sell
598,584
-5,412
-0.9% -$335K 7.18% 2
2024
Q2 		$37.7M Sell
603,996
-5,124
-0.8% -$299K 7.63% 3
2024
Q1 		$34.9M Sell
609,120
-110,148
-15% -$6.06M 7.08% 3
2023
Q4 		$37.3M Sell
719,268
-29,892
-4% -$1.44M 8.46% 2
2023
Q3 		$35.5M Sell
749,160
-16,728
-2% -$790K 8.71% 2
2023
Q2 		$36.1M Buy
765,888
+25,596
+3% +$1.11M 8.35% 2
2023
Q1 		$30.8M Sell
740,292
-29,796
-4% -$1.16M 7.3% 2
2022
Q4 		$27.4M Sell
770,088
-14,430
-2% -$531K 6.6% 2
2022
Q3 		$28.7M Sell
784,518
-37,830
-5% -$1.52M 8.24% 1
2022
Q2 		$32.7M Sell
822,348
-59,472
-7% -$2.44M 7.82% 2
2022
Q1 		$42.3M Buy
881,820
+28,200
+3% +$1.33M 8.54% 2
2021
Q4 		$45.4M Buy
853,620
+15,234
+2% +$794K 8.79% 2
2021
Q3 		$40.5M Sell
838,386
-10,194
-1% -$507K 9.19% 1
2021
Q2 		$40.6M Sell
848,580
-9,078
-1% -$412K 9.16% 1
2021
Q1 		$36.2M Sell
857,658
-600
-0.1% -$25.7K 9.22% 1
2020
Q4 		$32.6M Buy
858,258
+8,640
+1% +$345K 8.88% 1
2020
Q3 		$31.4M Sell
849,618
-222,636
-21% -$8.22M 8.37% 1
2020
Q2 		$37.7M Buy
1,072,254
+21,030
+2% +$647K 10.04% 1
2020
Q1 		$28.3M Buy
1,051,224
+265,476
+34% +$7.95M 8.91% 2
2019
Q4 		$24.6M Buy
785,748
+6,552
+0.8% +$189K 5.97% 3
2019
Q3 		$21.7M Sell
779,196
-510
-0.1% -$14.2K 5.33% 4
2019
Q2 		$21.2M Buy
779,706
+64,212
+9% +$1.72M 5.2% 4
2019
Q1 		$19M Buy
715,494
+5,964
+0.8% +$147K 5.02% 3
2018
Q4 		$15.9M Buy
709,530
+654
+0.1% +$15.8K 5.15% 3
2018
Q3 		$17.7M Sell
708,876
-6,138
-0.9% -$161K 5.29% 3
2018
Q2 		$16.9M Sell
715,014
-1,230
-0.2% -$30.2K 5.65% 2
2018
Q1 		$16.9M Buy
716,244
+6,228
+0.9% +$152K 5.57% 2
2017
Q4 		$16.6M Buy
710,016
+13,698
+2% +$314K 5.72% 2
2017
Q3 		$15.4M Buy
696,318
+58,608
+9% +$1.27M 5.6% 3
2017
Q2 		$13.5M Buy
637,710
+161,706
+34% +$3.39M 5.34% 3
2017
Q1 		$9.65M Buy
476,004
+55,092
+13% +$1.09M 4.22% 3
2016
Q4 		$7.82M Sell
420,912
-1,224
-0.3% -$22.6K 3.44% 3
2016
Q3 		$7.9M Buy
422,136
+244,464
+138% +$4.55M 3.42% 4
2016
Q2 		$3.17M Buy
+177,672
New +$3.16M 1.33% 27
2015
Q4 		– Sell
-12,150
Closed -$203K – 214
2015
Q3 		$203K Hold
12,150
– – 0.13% 76
2015
Q2 		$216K Buy
12,150
+300
+3% +$5.45K 0.13% 80
2015
Q1 		$214K Hold
11,850
– – 0.14% 67
2014
Q4 		$206K Buy
+11,850
New +$201K 0.14% 67

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
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
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

Summit Financial Wealth Advisors's VUG Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Vanguard Growth ETF (VUG) stake by 1.3% in Q2 2026, buying an estimated $734K and bringing the position to 679,485 shares worth $58.5M. The position accounts for 7.49% of the portfolio, ranked #3.

Summit Financial Wealth Advisors first reported a position in VUG in Q4 2014 and has held it in 45 quarters since. 592 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Summit Financial Wealth Advisors held 679,485 shares of Vanguard Growth ETF worth $58.5M as of Q2 2026.
  • Summit Financial Wealth Advisors bought 8,721 Vanguard Growth ETF shares in Q2 2026, an estimated $734K.
  • Vanguard Growth ETF made up 7.49% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #3 holding.
  • Summit Financial Wealth Advisors first reported a position in Vanguard Growth ETF in Q4 2014 and has held it in 45 quarters since.
  • 592 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.