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

Team 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	–	Sell	-420	Closed	-$30.7K	–	250
2026 Q1	$30.7K	Hold	420	–	–	0.01%	138
2025 Q4	$34.3K	Buy	420 +330	+367%	+$26.8K	0.02%	127
2025 Q3	$7.31K	Hold	90	–	–	﹤0.01%	197
2025 Q2	$6.67K	Buy	+90	New	+$5.92K	﹤0.01%	192
2024 Q1	–	Sell	-90	Closed	-$4.7K	–	209
2023 Q4	$4.7K	Hold	90	–	–	﹤0.01%	146
2023 Q3	$4.11K	Buy	+90	New	+$4.25K	﹤0.01%	150

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

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

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

Team Financial Group sold out of Vanguard Growth ETF (VUG) in Q2 2026, closing a stake of 420 shares — an estimated $30.7K sold.

Team Financial Group first reported a position in VUG in Q3 2023 and held it in 6 quarters. The position peaked at $34.3K in Q4 2025. 1,061 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Team Financial Group reported no remaining Vanguard Growth ETF position as of Q2 2026 after selling out during the quarter.
Team Financial Group sold 420 Vanguard Growth ETF shares in Q2 2026, an estimated $30.7K.
Team Financial Group first reported a position in Vanguard Growth ETF in Q3 2023 and held it in 6 quarters.
Team Financial Group's Vanguard Growth ETF position peaked at $34.3K in Q4 2025.
1,061 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

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