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The Wealth Group’s Vanguard Growth ETF VUG Stock Holding History

The 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 		$662K Buy
7,687
+67
+0.9% +$5.64K 0.13% 51
2026
Q1 		$555K Sell
7,620
-240
-3% -$18.7K 0.13% 51
2025
Q4 		$639K Buy
7,860
+342
+5% +$27.8K 0.14% 47
2025
Q3 		$601K Sell
7,518
-42
-0.6% -$3.21K 0.14% 48
2025
Q2 		$553K Sell
7,560
-120
-2% -$7.9K 0.14% 47
2025
Q1 		$475K Sell
7,680
-54
-0.7% -$3.64K 0.14% 43
2024
Q4 		$529K Sell
7,734
-618
-7% -$41.5K 0.15% 37
2024
Q3 		$534K Sell
8,352
-210
-2% -$13K 0.16% 38
2024
Q2 		$534K Sell
8,562
-528
-6% -$30.8K 0.16% 37
2024
Q1 		$521K Buy
9,090
+414
+5% +$22.8K 0.16% 36
2023
Q4 		$476K Buy
+8,676
New +$419K 0.16% 38

Other funds holding VUG

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
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
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

The Wealth Group's VUG Position: Q2 2026 in Review

The Wealth Group increased its Vanguard Growth ETF (VUG) stake by 0.88% in Q2 2026, buying an estimated $5.64K and bringing the position to 7,687 shares worth $662K. The position accounts for 0.13% of the portfolio, ranked #51.

The Wealth Group first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. 581 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • The Wealth Group held 7,687 shares of Vanguard Growth ETF worth $662K as of Q2 2026.
  • The Wealth Group bought 67 Vanguard Growth ETF shares in Q2 2026, an estimated $5.64K.
  • Vanguard Growth ETF made up 0.13% of The Wealth Group's portfolio in Q2 2026, its #51 holding.
  • The Wealth Group first reported a position in Vanguard Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 581 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.