Triumph Capital Management’s Vanguard Growth ETF VUG Stock Holding History

Triumph Capital Management’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	$104K	Hold	1,206	–	–	0.02%	479
2026 Q1	$87.8K	Hold	1,206	–	–	0.02%	487
2025 Q4	$98.1K	Buy	+1,206	New	+$97.9K	0.02%	439
2024 Q1	–	Sell	-9,546	Closed	-$495K	–	264
2023 Q4	$495K	Sell	9,546 -252	-3%	-$12.2K	0.21%	98
2023 Q3	$445K	Buy	9,798 +954	+11%	+$45.1K	0.2%	113
2023 Q2	$417K	Sell	8,844 -240	-3%	-$10.4K	0.19%	112
2023 Q1	$378K	Sell	9,084 -3,144	-26%	-$122K	0.19%	106
2022 Q4	$434K	Buy	12,228 +930	+8%	+$34.2K	0.23%	105
2022 Q3	$403K	Sell	11,298 -300	-3%	-$12.1K	0.22%	108
2022 Q2	$431K	Sell	11,598 -3,558	-23%	-$146K	0.23%	104
2022 Q1	$726K	Sell	15,156 -3,972	-21%	-$188K	0.31%	75
2021 Q4	$1.02M	Sell	19,128 -150	-0.8%	-$7.81K	0.44%	54
2021 Q3	$932K	Buy	19,278 +1,008	+6%	+$50.2K	0.44%	56
2021 Q2	$894K	Buy	+18,270	New	+$830K	0.52%	45

Other funds holding VUG

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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Triumph Capital Management's VUG Position: Q2 2026 in Review

Triumph Capital Management held its Vanguard Growth ETF (VUG) position steady in Q2 2026 at 1,206 shares worth $104K. The position accounts for 0.02% of the portfolio, ranked #479.

Triumph Capital Management first reported a position in VUG in Q2 2021 and has held it in 14 quarters since. The position peaked at $1.02M in Q4 2021. 825 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Triumph Capital Management held 1,206 shares of Vanguard Growth ETF worth $104K as of Q2 2026.
Triumph Capital Management left its Vanguard Growth ETF share count unchanged in Q2 2026.
Vanguard Growth ETF made up 0.02% of Triumph Capital Management's portfolio in Q2 2026, its #479 holding.
Triumph Capital Management first reported a position in Vanguard Growth ETF in Q2 2021 and has held it in 14 quarters since.
Triumph Capital Management's Vanguard Growth ETF position peaked at $1.02M in Q4 2021.
825 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.