SFG
VUG icon

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
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
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return