Sunburst Financial Group’s Vanguard Growth ETF VUG Stock Holding History

Sunburst Financial 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	$2.28M	Buy	26,492 +2	+0%	+$168	0.37%	35
2026 Q1	$1.93M	Sell	26,490 -8,376	-24%	-$652K	0.36%	37
2025 Q4	$2.84M	Sell	34,866 -312	-0.9%	-$25.3K	0.57%	24
2025 Q3	$2.81M	Sell	35,178 -312	-0.9%	-$23.8K	0.59%	24
2025 Q2	$2.59M	Sell	35,490 -84	-0.2%	-$5.53K	0.58%	25
2025 Q1	$2.2M	Buy	35,574 +90	+0.3%	+$6.07K	0.54%	28
2024 Q4	$2.43M	Sell	35,484 -972	-3%	-$65.3K	0.6%	28
2024 Q3	$2.33M	Sell	36,456 -108	-0.3%	-$6.69K	0.59%	28
2024 Q2	$2.28M	Sell	36,564 -108	-0.3%	-$6.3K	0.62%	27
2024 Q1	$2.1M	Hold	36,672	–	–	0.6%	29
2023 Q4	$1.9M	Sell	36,672 -228	-0.6%	-$11K	0.59%	26
2023 Q3	$1.67M	Sell	36,900 -1,542	-4%	-$72.8K	0.59%	27
2023 Q2	$1.81M	Buy	38,442 +3,720	+11%	+$161K	0.63%	29
2023 Q1	$1.44M	Buy	34,722 +60	+0.2%	+$2.33K	0.53%	33
2022 Q4	$1.23M	Buy	34,662 +21,294	+159%	+$783K	0.49%	31
2022 Q3	$477K	Sell	13,368 -9,918	-43%	-$399K	0.23%	52
2022 Q2	$865K	Buy	+23,286	New	+$957K	0.41%	31

Other funds holding VUG

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 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

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

Sunburst Financial Group's VUG Position: Q2 2026 in Review

Sunburst Financial Group increased its Vanguard Growth ETF (VUG) stake by 0.01% in Q2 2026, buying an estimated $168 and bringing the position to 26,492 shares worth $2.28M. The position accounts for 0.37% of the portfolio, ranked #35.

Sunburst Financial Group first reported a position in VUG in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.84M in Q4 2025. 561 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Sunburst Financial Group held 26,492 shares of Vanguard Growth ETF worth $2.28M as of Q2 2026.
Sunburst Financial Group bought 2 Vanguard Growth ETF shares in Q2 2026, an estimated $168.
Vanguard Growth ETF made up 0.37% of Sunburst Financial Group's portfolio in Q2 2026, its #35 holding.
Sunburst Financial Group first reported a position in Vanguard Growth ETF in Q2 2022 and has held it in 17 quarters since.
Sunburst Financial Group's Vanguard Growth ETF position peaked at $2.84M in Q4 2025.
561 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.