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Veery Capital’s Vanguard Growth ETF VUG Stock Holding History

Veery Capital’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 		$29.9M Sell
347,008
-1,640
-0.5% -$138K 8.03% 5
2026
Q1 		$25.4M Buy
348,648
+8,880
+3% +$691K 7.78% 5
2025
Q4 		$27.6M Buy
339,768
+3,288
+1% +$267K 8.48% 4
2025
Q3 		$26.9M Buy
336,480
+7,368
+2% +$563K 8.49% 4
2025
Q2 		$24M Buy
329,112
+9,516
+3% +$627K 8.27% 4
2025
Q1 		$19.8M Buy
319,596
+9,930
+3% +$670K 7.68% 5
2024
Q4 		$21.2M Buy
309,666
+666
+0.2% +$44.7K 8.11% 4
2024
Q3 		$19.8M Sell
309,000
-2,898
-0.9% -$180K 7.42% 5
2024
Q2 		$19.4M Sell
311,898
-17,970
-5% -$1.05M 7.88% 3
2024
Q1 		$18.9M Sell
329,868
-3,834
-1% -$211K 7.75% 4
2023
Q4 		$17.3M Sell
333,702
-34,392
-9% -$1.66M 7.75% 4
2023
Q3 		$16.7M Sell
368,094
-13,788
-4% -$651K 8.13% 4
2023
Q2 		$18M Sell
381,882
-7,368
-2% -$320K 8.5% 3
2023
Q1 		$16.2M Sell
389,250
-14,970
-4% -$582K 8.63% 4
2022
Q4 		$14.4M Buy
404,220
+20,958
+5% +$771K 8.48% 4
2022
Q3 		$13.7M Buy
383,262
+11,574
+3% +$465K 8.74% 4
2022
Q2 		$13.8M Buy
371,688
+33,726
+10% +$1.39M 8.49% 4
2022
Q1 		$16.2M Buy
337,962
+3,366
+1% +$159K 8.96% 4
2021
Q4 		$17.9M Buy
334,596
+2,106
+0.6% +$110K 9.4% 4
2021
Q3 		$16.1M Buy
332,490
+5,808
+2% +$289K 9.12% 4
2021
Q2 		$15.6M Buy
326,682
+15,012
+5% +$682K 9.09% 3
2021
Q1 		$13.4M Buy
311,670
+11,856
+4% +$507K 8.44% 4
2020
Q4 		$12.7M Buy
+299,814
New +$12M 8.54% 3

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

Veery Capital's VUG Position: Q2 2026 in Review

Veery Capital reduced its Vanguard Growth ETF (VUG) stake by 0.47% in Q2 2026, selling an estimated $138K and leaving 347,008 shares worth $29.9M. The position accounts for 8.03% of the portfolio, ranked #5.

Veery Capital first reported a position in VUG in Q4 2020 and has held it in 23 quarters since. 581 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Veery Capital held 347,008 shares of Vanguard Growth ETF worth $29.9M as of Q2 2026.
  • Veery Capital sold 1,640 Vanguard Growth ETF shares in Q2 2026, an estimated $138K.
  • Vanguard Growth ETF made up 8.03% of Veery Capital's portfolio in Q2 2026, its #5 holding.
  • Veery Capital first reported a position in Vanguard Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 581 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Veery Capital's 13F filing for Q2 2026, filed 9 Jul 2026.