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Syntegra Private Wealth Group’s Vanguard Growth ETF VUG Stock Holding History

Syntegra Private Wealth 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 		$778K Buy
9,030
+1,776
+24% +$149K 0.06% 84
2026
Q1 		$528K Hold
7,254
– – 0.05% 103
2025
Q4 		$590K Buy
7,254
+270
+4% +$21.9K 0.05% 91
2025
Q3 		$558K Hold
6,984
– – 0.05% 91
2025
Q2 		$510K Hold
6,984
– – 0.05% 95
2025
Q1 		$432K Hold
6,984
– – 0.05% 94
2024
Q4 		$478K Hold
6,984
– – 0.05% 84
2024
Q3 		$447K Hold
6,984
– – 0.05% 94
2024
Q2 		$435K Sell
6,984
-276
-4% -$16.1K 0.06% 87
2024
Q1 		$416K Buy
7,260
+84
+1% +$4.62K 0.05% 86
2023
Q4 		$372K Hold
7,176
– – 0.05% 84
2023
Q3 		$326K Sell
7,176
-10,368
-59% -$490K 0.05% 89
2023
Q2 		$827K Buy
+17,544
New +$761K 0.13% 47

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
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

Syntegra Private Wealth Group's VUG Position: Q2 2026 in Review

Syntegra Private Wealth Group increased its Vanguard Growth ETF (VUG) stake by 24% in Q2 2026, buying an estimated $149K and bringing the position to 9,030 shares worth $778K. The position accounts for 0.06% of the portfolio, ranked #84.

Syntegra Private Wealth Group first reported a position in VUG in Q2 2023 and has held it in 13 quarters since. The position peaked at $827K in Q2 2023. 1,061 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Syntegra Private Wealth Group held 9,030 shares of Vanguard Growth ETF worth $778K as of Q2 2026.
  • Syntegra Private Wealth Group bought 1,776 Vanguard Growth ETF shares in Q2 2026, an estimated $149K.
  • Vanguard Growth ETF made up 0.06% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #84 holding.
  • Syntegra Private Wealth Group first reported a position in Vanguard Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • Syntegra Private Wealth Group's Vanguard Growth ETF position peaked at $827K in Q2 2023.
  • 1,061 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.