WIM
VUG icon

Waycross Investment Management’s Vanguard Growth ETF VUG Stock Holding History

Waycross Investment Management’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 		$391K Buy
4,536
+1,638
+57% +$138K 0.3% 46
2026
Q1 		$211K Hold
2,898
– – 0.2% 44
2025
Q4 		$236K Buy
+2,898
New +$235K 0.21% 46

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
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

Waycross Investment Management's VUG Position: Q2 2026 in Review

Waycross Investment Management increased its Vanguard Growth ETF (VUG) stake by 57% in Q2 2026, buying an estimated $138K and bringing the position to 4,536 shares worth $391K. The position accounts for 0.3% of the portfolio, ranked #46.

Waycross Investment Management first reported a position in VUG in Q4 2025 and has held it in 3 quarters since. 1,061 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Waycross Investment Management held 4,536 shares of Vanguard Growth ETF worth $391K as of Q2 2026.
  • Waycross Investment Management bought 1,638 Vanguard Growth ETF shares in Q2 2026, an estimated $138K.
  • Vanguard Growth ETF made up 0.3% of Waycross Investment Management's portfolio in Q2 2026, its #46 holding.
  • Waycross Investment Management first reported a position in Vanguard Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,061 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Waycross Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.