Vawter Financial’s Vanguard Growth ETF VUG Stock Holding History

Vawter Financial’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	$527K	Buy	6,123 +291	+5%	+$24.5K	0.2%	64
2026 Q1	$425K	Sell	5,832 -102	-2%	-$7.93K	0.18%	72
2025 Q4	$482K	Sell	5,934 -24	-0.4%	-$1.95K	0.2%	64
2025 Q3	$476K	Buy	+5,958	New	+$455K	0.22%	65
2025 Q2	–	Sell	-5,958	Closed	-$368K	–	102
2025 Q1	$368K	Buy	5,958 +894	+18%	+$60.3K	0.21%	70
2024 Q4	$346K	Hold	5,064	–	–	0.21%	69
2024 Q3	$324K	Hold	5,064	–	–	0.2%	72
2024 Q2	$316K	Hold	5,064	–	–	0.22%	66
2024 Q1	$291K	Hold	5,064	–	–	0.21%	66
2023 Q4	$262K	Hold	5,064	–	–	0.21%	63
2023 Q3	$230K	Hold	5,064	–	–	0.26%	58
2023 Q2	$239K	Hold	5,064	–	–	0.21%	66
2023 Q1	$211K	Buy	+5,064	New	+$197K	0.21%	55

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

Vawter Financial's VUG Position: Q2 2026 in Review

Vawter Financial increased its Vanguard Growth ETF (VUG) stake by 5% in Q2 2026, buying an estimated $24.5K and bringing the position to 6,123 shares worth $527K. The position accounts for 0.2% of the portfolio, ranked #64.

Vawter Financial first reported a position in VUG in Q1 2023 and has held it in 13 quarters since. 1,061 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Vawter Financial held 6,123 shares of Vanguard Growth ETF worth $527K as of Q2 2026.
Vawter Financial bought 291 Vanguard Growth ETF shares in Q2 2026, an estimated $24.5K.
Vanguard Growth ETF made up 0.2% of Vawter Financial's portfolio in Q2 2026, its #64 holding.
Vawter Financial first reported a position in Vanguard Growth ETF in Q1 2023 and has held it in 13 quarters since.
1,061 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Vawter Financial's 13F filing for Q2 2026, filed 24 Jul 2026.