Vision Financial Markets’s Vanguard Growth ETF VUG Stock Holding History

Vision Financial Markets’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	$6.32K	Sell	74 -4	-5%	-$337	0.01%	281
2026 Q1	$5.38K	Hold	78	–	–	0.01%	282
2025 Q4	$6K	Hold	78	–	–	0.01%	263
2025 Q3	$5.88K	Hold	78	–	–	0.01%	289
2025 Q2	$5.37K	Buy	78 +6	+8%	+$395	0.01%	276
2025 Q1	$4.54K	Sell	72 -6	-8%	-$405	﹤0.01%	269
2024 Q4	$5.02K	Buy	+78	New	+$5.24K	0.01%	203

Other funds holding VUG

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 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 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

Vision Financial Markets's VUG Position: Q2 2026 in Review

Vision Financial Markets reduced its Vanguard Growth ETF (VUG) stake by 5.1% in Q2 2026, selling an estimated $337 and leaving 74 shares worth $6.32K. The position accounts for 0.01% of the portfolio, ranked #281.

Vision Financial Markets first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 1,368 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Vision Financial Markets held 74 shares of Vanguard Growth ETF worth $6.32K as of Q2 2026.
Vision Financial Markets sold 4 Vanguard Growth ETF shares in Q2 2026, an estimated $337.
Vanguard Growth ETF made up 0.01% of Vision Financial Markets's portfolio in Q2 2026, its #281 holding.
Vision Financial Markets first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,368 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

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