Uptown Financial Advisors’s Vanguard Growth ETF VUG Stock Holding History

Uptown Financial 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	$16.1M	Sell	186,647 -1,651	-0.9%	-$139K	10.59%	1
2026 Q1	$13.7M	Buy	188,298 +18,684	+11%	+$1.45M	10.89%	1
2025 Q4	$13.8M	Sell	169,614 -17,322	-9%	-$1.41M	9.88%	2
2025 Q3	$14.9M	Sell	186,936 -1,362	-0.7%	-$104K	12.31%	1
2025 Q2	$13.8M	Buy	188,298 +5,118	+3%	+$337K	11.79%	1
2025 Q1	$11.3M	Buy	183,180 +6,510	+4%	+$439K	11.56%	1
2024 Q4	$12.1M	Buy	+176,670	New	+$11.9M	13.03%	1

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

Uptown Financial Advisors's VUG Position: Q2 2026 in Review

Uptown Financial Advisors reduced its Vanguard Growth ETF (VUG) stake by 0.88% in Q2 2026, selling an estimated $139K and leaving 186,647 shares worth $16.1M. The position accounts for 10.59% of the portfolio, ranked #1.

Uptown Financial Advisors first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 836 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Uptown Financial Advisors held 186,647 shares of Vanguard Growth ETF worth $16.1M as of Q2 2026.
Uptown Financial Advisors sold 1,651 Vanguard Growth ETF shares in Q2 2026, an estimated $139K.
Vanguard Growth ETF made up 10.59% of Uptown Financial Advisors's portfolio in Q2 2026, its #1 holding.
Uptown Financial Advisors first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 7 quarters since.
836 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.