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Summit Wealth Group (Colorado)’s Vanguard Growth ETF VUG Stock Holding History

Summit Wealth Group (Colorado)’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 		$15.2M Buy
176,373
+17,235
+11% +$1.45M 1.26% 14
2026
Q1 		$11.7M Buy
159,138
+34,464
+28% +$2.68M 1.23% 15
2025
Q4 		$10.1M Buy
+124,674
New +$10.1M 1.34% 13
2025
Q3 		– Sell
-126,792
Closed -$9.27M – 455
2025
Q2 		$9.27M Buy
+126,792
New +$8.35M 2.33% 7

Other funds holding VUG

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Summit Wealth Group (Colorado)'s VUG Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Vanguard Growth ETF (VUG) stake by 11% in Q2 2026, buying an estimated $1.45M and bringing the position to 176,373 shares worth $15.2M. The position accounts for 1.26% of the portfolio, ranked #14.

Summit Wealth Group (Colorado) first reported a position in VUG in Q2 2025 and has held it in 4 quarters since. 1,261 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Summit Wealth Group (Colorado) held 176,373 shares of Vanguard Growth ETF worth $15.2M as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 17,235 Vanguard Growth ETF shares in Q2 2026, an estimated $1.45M.
  • Vanguard Growth ETF made up 1.26% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #14 holding.
  • Summit Wealth Group (Colorado) first reported a position in Vanguard Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,261 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.