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Verum Partners’s Vanguard Growth ETF VUG Stock Holding History

Verum Partners’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 		$925K Buy
10,736
+5,300
+97% +$446K 0.14% 83
2026
Q1 		$396K Buy
5,436
+942
+21% +$73.3K 0.08% 121
2025
Q4 		$365K Sell
4,494
-222
-5% -$18K 0.07% 119
2025
Q3 		$377K Buy
4,716
+138
+3% +$10.5K 0.08% 121
2025
Q2 		$335K Sell
4,578
-1,824
-28% -$120K 0.08% 124
2025
Q1 		$396K Buy
6,402
+2,406
+60% +$162K 0.11% 102
2024
Q4 		$273K Buy
3,996
+6
+0.2% +$403 0.08% 132
2024
Q3 		$255K Buy
3,990
+6
+0.2% +$372 0.07% 138
2024
Q2 		$248K Hold
3,984
– – 0.08% 135
2024
Q1 		$228K Sell
3,984
-2,436
-38% -$134K 0.08% 142
2023
Q4 		$333K Sell
6,420
-1,008
-14% -$48.7K 0.13% 99
2023
Q3 		$337K Buy
+7,428
New +$351K 0.15% 92

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
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

Verum Partners's VUG Position: Q2 2026 in Review

Verum Partners increased its Vanguard Growth ETF (VUG) stake by 97% in Q2 2026, buying an estimated $446K and bringing the position to 10,736 shares worth $925K. The position accounts for 0.14% of the portfolio, ranked #83.

Verum Partners first reported a position in VUG in Q3 2023 and has held it in 12 quarters since. 833 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Verum Partners held 10,736 shares of Vanguard Growth ETF worth $925K as of Q2 2026.
  • Verum Partners bought 5,300 Vanguard Growth ETF shares in Q2 2026, an estimated $446K.
  • Vanguard Growth ETF made up 0.14% of Verum Partners's portfolio in Q2 2026, its #83 holding.
  • Verum Partners first reported a position in Vanguard Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • 833 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.