TrueWealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

TrueWealth Advisors’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	$423K	Buy	4,915 +13	+0.3%	+$1.09K	0.1%	158
2026 Q1	$357K	Sell	4,902 -234	-5%	-$18.2K	0.09%	180
2025 Q4	$418K	Sell	5,136 -666	-11%	-$54K	0.11%	158
2025 Q3	$464K	Sell	5,802 -66	-1%	-$5.04K	0.13%	138
2025 Q2	$429K	Sell	5,868 -18	-0.3%	-$1.19K	0.13%	139
2025 Q1	$364K	Sell	5,886 -2,412	-29%	-$163K	0.12%	138
2024 Q4	$567K	Sell	8,298 -1,908	-19%	-$128K	0.19%	98
2024 Q3	$653K	Sell	10,206 -5,454	-35%	-$338K	0.22%	88
2024 Q2	$976K	Buy	15,660 +456	+3%	+$26.6K	0.36%	57
2024 Q1	$872K	Sell	15,204 -1,212	-7%	-$66.6K	0.34%	62
2023 Q4	$851K	Sell	16,416 -582	-3%	-$28.1K	0.33%	59
2023 Q3	$771K	Buy	16,998 +768	+5%	+$36.3K	0.33%	61
2023 Q2	$766K	Buy	16,230 +174	+1%	+$7.55K	0.31%	62
2023 Q1	$668K	Sell	16,056 -720	-4%	-$28K	0.28%	68
2022 Q4	$596K	Sell	16,776 -2,058	-11%	-$75.7K	0.26%	69
2022 Q3	$672K	Sell	18,834 -2,436	-11%	-$97.9K	0.32%	66
2022 Q2	$790K	Sell	21,270 -2,934	-12%	-$121K	0.37%	61
2022 Q1	$1.29M	Hold	24,204	–	–	0.58%	38
2021 Q4	$1.29M	Buy	24,204 +3,162	+15%	+$165K	0.58%	38
2021 Q3	$1.02M	Sell	21,042 -576	-3%	-$28.7K	0.57%	41
2021 Q2	$1.03M	Buy	21,618 +1,632	+8%	+$74.1K	0.6%	38
2021 Q1	$907K	Buy	+19,986	New	+$855K	0.59%	40

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

TrueWealth Advisors's VUG Position: Q2 2026 in Review

TrueWealth Advisors increased its Vanguard Growth ETF (VUG) stake by 0.27% in Q2 2026, buying an estimated $1.09K and bringing the position to 4,915 shares worth $423K. The position accounts for 0.1% of the portfolio, ranked #158.

TrueWealth Advisors first reported a position in VUG in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.29M in Q1 2022. 1,061 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

TrueWealth Advisors held 4,915 shares of Vanguard Growth ETF worth $423K as of Q2 2026.
TrueWealth Advisors bought 13 Vanguard Growth ETF shares in Q2 2026, an estimated $1.09K.
Vanguard Growth ETF made up 0.1% of TrueWealth Advisors's portfolio in Q2 2026, its #158 holding.
TrueWealth Advisors first reported a position in Vanguard Growth ETF in Q1 2021 and has held it in 22 quarters since.
TrueWealth Advisors's Vanguard Growth ETF position peaked at $1.29M in Q1 2022.
1,061 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.