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

Twele 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 		$567K Sell
6,585
-201
-3% -$16.9K 0.09% 35
2026
Q1 		$494K Hold
6,786
– – 0.09% 35
2025
Q4 		$552K Sell
6,786
-78
-1% -$6.33K 0.1% 34
2025
Q3 		$549K Sell
6,864
-180
-3% -$13.8K 0.1% 34
2025
Q2 		$515K Sell
7,044
-132
-2% -$8.69K 0.1% 34
2025
Q1 		$444K Sell
7,176
-24
-0.3% -$1.62K 0.09% 35
2024
Q4 		$493K Sell
7,200
-60
-0.8% -$4.03K 0.1% 34
2024
Q3 		$465K Sell
7,260
-2,250
-24% -$139K 0.1% 34
2024
Q2 		$593K Sell
9,510
-54
-0.6% -$3.15K 0.13% 29
2024
Q1 		$549K Sell
9,564
-126
-1% -$6.93K 0.12% 29
2023
Q4 		$502K Sell
9,690
-3,936
-29% -$190K 0.08% 35
2023
Q3 		$618K Sell
13,626
-498
-4% -$23.5K 0.11% 32
2023
Q2 		$666K Sell
14,124
-192
-1% -$8.33K 0.11% 31
2023
Q1 		$595K Hold
14,316
– – 0.1% 34
2022
Q4 		$508K Buy
+14,316
New +$527K 0.08% 35
2022
Q3 		– Sell
-14,178
Closed -$527K – 41
2022
Q2 		$527K Buy
14,178
+132
+0.9% +$5.42K 0.08% 37
2022
Q1 		$673K Sell
14,046
-570
-4% -$27K 0.09% 36
2021
Q4 		$782K Sell
14,616
-360
-2% -$18.8K 0.1% 36
2021
Q3 		$724K Sell
14,976
-3,954
-21% -$197K 0.1% 37
2021
Q2 		$905K Sell
18,930
-132
-0.7% -$5.99K 0.14% 35
2021
Q1 		$817K Sell
19,062
-900
-5% -$38.5K 0.13% 39
2020
Q4 		$843K Sell
19,962
-1,536
-7% -$61.3K 0.15% 36
2020
Q3 		$816K Sell
21,498
-432
-2% -$15.9K 0.16% 33
2020
Q2 		$739K Sell
21,930
-1,446
-6% -$44.5K 0.15% 35
2020
Q1 		$610K Buy
23,376
+2,100
+10% +$62.9K 0.13% 36
2019
Q4 		$646K Buy
21,276
+270
+1% +$7.8K 0.12% 38
2019
Q3 		$582K Hold
21,006
– – 0.11% 36
2019
Q2 		$572K Buy
21,006
+1,050
+5% +$28K 0.11% 36
2019
Q1 		$520K Buy
19,956
+3,960
+25% +$97.7K 0.11% 37
2018
Q4 		$358K Buy
15,996
+6,342
+66% +$154K 0.08% 40
2018
Q3 		$259K Sell
9,654
-750
-7% -$19.6K 0.06% 44
2018
Q2 		$260K Buy
10,404
+570
+6% +$14K 0.06% 43
2018
Q1 		$233K Hold
9,834
– – 0.05% 43
2017
Q4 		$231K Hold
9,834
– – 0.05% 43
2017
Q3 		$218K Hold
9,834
– – 0.05% 42
2017
Q2 		$208K Sell
9,834
-1,890
-16% -$39.6K 0.05% 41
2017
Q1 		$238K Sell
11,724
-534
-4% -$10.5K 0.06% 42
2016
Q4 		$228K Sell
12,258
-540
-4% -$9.99K 0.06% 43
2016
Q3 		$240K Sell
12,798
-180
-1% -$3.35K 0.06% 41
2016
Q2 		$232K Sell
12,978
-2,022
-13% -$36K 0.06% 41
2016
Q1 		$266K Sell
15,000
-4,344
-22% -$72.8K 0.08% 39
2015
Q4 		$343K Sell
19,344
-152,172
-89% -$2.73M 0.1% 45
2015
Q3 		$2.87M Sell
171,516
-3,570
-2% -$63.3K 0.85% 29
2015
Q2 		$3.12M Sell
175,086
-210
-0.1% -$3.81K 0.89% 29
2015
Q1 		$3.06M Sell
175,296
-276
-0.2% -$4.89K 0.87% 29
2014
Q4 		$3.06M Sell
175,572
-300
-0.2% -$5.1K 0.88% 29
2014
Q3 		$2.92M Sell
175,872
-510
-0.3% -$8.49K 0.87% 29
2014
Q2 		$2.91M Hold
176,382
– – 0.87% 30
2014
Q1 		$2.75M Hold
176,382
– – 0.83% 30
2013
Q4 		$2.73M Sell
176,382
-978
-0.6% -$14.4K 0.86% 30
2013
Q3 		$2.5M Hold
177,360
– – 0.82% 28
2013
Q2 		$2.31M Buy
+177,360
New +$2.34M 0.8% 29

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

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

Twele Capital Management reduced its Vanguard Growth ETF (VUG) stake by 3% in Q2 2026, selling an estimated $16.9K and leaving 6,585 shares worth $567K. The position accounts for 0.09% of the portfolio, ranked #35.

Twele Capital Management first reported a position in VUG in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.12M in Q2 2015. 578 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Twele Capital Management held 6,585 shares of Vanguard Growth ETF worth $567K as of Q2 2026.
  • Twele Capital Management sold 201 Vanguard Growth ETF shares in Q2 2026, an estimated $16.9K.
  • Vanguard Growth ETF made up 0.09% of Twele Capital Management's portfolio in Q2 2026, its #35 holding.
  • Twele Capital Management first reported a position in Vanguard Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • Twele Capital Management's Vanguard Growth ETF position peaked at $3.12M in Q2 2015.
  • 578 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Twele Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.