TME Financial’s Vanguard Growth ETF VUG Stock Holding History

TME Financial’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	$1.49M	Sell	17,303 -4,723	-21%	-$397K	0.92%	29
2026 Q1	$1.6M	Buy	22,026 +2,196	+11%	+$171K	1.11%	24
2025 Q4	$1.61M	Buy	19,830 +1,950	+11%	+$158K	1.13%	23
2025 Q3	$1.43M	Sell	17,880 -132	-0.7%	-$10.1K	1.07%	27
2025 Q2	$1.32M	Buy	18,012 +624	+4%	+$41.1K	1.06%	27
2025 Q1	$1.07M	Sell	17,388 -1,308	-7%	-$88.2K	0.93%	25
2024 Q4	$1.2M	Buy	+18,696	New	+$1.26M	1.12%	26

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

TME Financial's VUG Position: Q2 2026 in Review

TME Financial reduced its Vanguard Growth ETF (VUG) stake by 21% in Q2 2026, selling an estimated $397K and leaving 17,303 shares worth $1.49M. The position accounts for 0.92% of the portfolio, ranked #29.

TME Financial first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.61M in Q4 2025. 1,061 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

TME Financial held 17,303 shares of Vanguard Growth ETF worth $1.49M as of Q2 2026.
TME Financial sold 4,723 Vanguard Growth ETF shares in Q2 2026, an estimated $397K.
Vanguard Growth ETF made up 0.92% of TME Financial's portfolio in Q2 2026, its #29 holding.
TME Financial first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 7 quarters since.
TME Financial's Vanguard Growth ETF position peaked at $1.61M in Q4 2025.
1,061 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on TME Financial's 13F filing for Q2 2026, filed 23 Jul 2026.