UW
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Unique Wealth’s Vanguard Growth ETF VUG Stock Holding History

Unique Wealth’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 		$650K Buy
7,543
+1,477
+24% +$124K 0.08% 130
2026
Q1 		$442K Sell
6,066
-2,382
-28% -$185K 0.06% 131
2025
Q4 		$687K Buy
8,448
+414
+5% +$33.6K 0.1% 110
2025
Q3 		$642K Sell
8,034
-60
-0.7% -$4.58K 0.09% 105
2025
Q2 		$591K Sell
8,094
-606
-7% -$39.9K 0.1% 104
2025
Q1 		$538K Buy
+8,700
New +$587K 0.1% 101

Other funds holding VUG

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Unique Wealth's VUG Position: Q2 2026 in Review

Unique Wealth increased its Vanguard Growth ETF (VUG) stake by 24% in Q2 2026, buying an estimated $124K and bringing the position to 7,543 shares worth $650K. The position accounts for 0.08% of the portfolio, ranked #130.

Unique Wealth first reported a position in VUG in Q1 2025 and has held it in 6 quarters since. The position peaked at $687K in Q4 2025. 1,368 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Unique Wealth held 7,543 shares of Vanguard Growth ETF worth $650K as of Q2 2026.
  • Unique Wealth bought 1,477 Vanguard Growth ETF shares in Q2 2026, an estimated $124K.
  • Vanguard Growth ETF made up 0.08% of Unique Wealth's portfolio in Q2 2026, its #130 holding.
  • Unique Wealth first reported a position in Vanguard Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • Unique Wealth's Vanguard Growth ETF position peaked at $687K in Q4 2025.
  • 1,368 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.