Wealth Enhancement Advisory Services
VUG icon

Wealth Enhancement Advisory Services’s Vanguard Growth ETF VUG Stock Holding History

Wealth Enhancement Advisory Services’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 		$259M Buy
2,974,350
+171,600
+6% +$14.4M 0.43% 36
2026
Q1 		$206M Sell
2,802,750
-847,764
-23% -$66M 0.42% 35
2025
Q4 		$298M Buy
3,650,514
+87,036
+2% +$7.06M 0.4% 41
2025
Q3 		$286M Sell
3,563,478
-42,546
-1% -$3.25M 0.43% 41
2025
Q2 		$266M Buy
3,606,024
+9,840
+0.3% +$648K 0.44% 38
2025
Q1 		$222M Buy
3,596,184
+366,852
+11% +$24.7M 0.43% 39
2024
Q4 		$221M Buy
3,229,332
+19,950
+0.6% +$1.34M 0.42% 44
2024
Q3 		$205M Buy
3,209,382
+34,836
+1% +$2.16M 0.44% 39
2024
Q2 		$198M Buy
3,174,546
+186,480
+6% +$10.9M 0.47% 37
2024
Q1 		$171M Sell
2,988,066
-7,056
-0.2% -$388K 0.44% 41
2023
Q4 		$155M Buy
2,995,122
+53,070
+2% +$2.56M 0.45% 41
2023
Q3 		$134M Buy
2,942,052
+2,875,140
+4,297% +$136M 0.44% 45
2023
Q2 		$3.16M Buy
66,912
+13,062
+24% +$566K 0.03% 163
2023
Q1 		$2.24M Sell
53,850
-1,220,064
-96% -$47.5M 0.03% 203
2022
Q4 		$49.1M Sell
1,273,914
-89,154
-7% -$3.28M 0.63% 32
2022
Q3 		$49.2M Buy
1,363,068
+17,850
+1% +$717K 0.7% 30
2022
Q2 		$52.6M Buy
1,345,218
+56,478
+4% +$2.32M 0.73% 29
2022
Q1 		$63.1M Buy
1,288,740
+130,938
+11% +$6.19M 0.85% 26
2021
Q4 		$55.7M Buy
1,157,802
+22,626
+2% +$1.18M 0.8% 28
2021
Q3 		$58.6M Sell
1,135,176
-35,184
-3% -$1.75M 0.86% 27
2021
Q2 		$57M Buy
1,170,360
+189,366
+19% +$8.6M 0.92% 26
2021
Q1 		$43.5M Buy
980,994
+974,736
+15,576% +$41.7M 0.79% 29
2020
Q4 		$261K Buy
6,258
+12
+0.2% +$479 0.01% 207
2020
Q3 		$251K Buy
6,246
+12
+0.2% +$443 0.01% 201
2020
Q2 		$224K Buy
+6,234
New +$192K 0.01% 204

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
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

Wealth Enhancement Advisory Services's VUG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Vanguard Growth ETF (VUG) stake by 6.1% in Q2 2026, buying an estimated $14.4M and bringing the position to 2,974,350 shares worth $259M. The position accounts for 0.43% of the portfolio, ranked #36.

Wealth Enhancement Advisory Services first reported a position in VUG in Q2 2020 and has held it in 25 quarters since. The position peaked at $298M in Q4 2025. 855 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 2,974,350 shares of Vanguard Growth ETF worth $259M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 171,600 Vanguard Growth ETF shares in Q2 2026, an estimated $14.4M.
  • Vanguard Growth ETF made up 0.43% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #36 holding.
  • Wealth Enhancement Advisory Services first reported a position in Vanguard Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • Wealth Enhancement Advisory Services's Vanguard Growth ETF position peaked at $298M in Q4 2025.
  • 855 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.