Wealthcare Advisory Partners’s Vanguard Growth ETF VUG Stock Holding History

Wealthcare Advisory 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	$9.11M	Sell	105,700 -12,824	-11%	-$1.08M	0.17%	119
2026 Q1	$8.63M	Sell	118,524 -94,398	-44%	-$7.34M	0.17%	126
2025 Q4	$17.3M	Sell	212,922 -1,062	-0.5%	-$86.2K	0.34%	58
2025 Q3	$17.1M	Buy	213,984 +3,216	+2%	+$246K	0.36%	54
2025 Q2	$15.4M	Buy	210,768 +44,856	+27%	+$2.95M	0.35%	58
2025 Q1	$10.3M	Sell	165,912 -2,586	-2%	-$174K	0.28%	74
2024 Q4	$11.5M	Buy	168,498 +7,512	+5%	+$505K	0.32%	62
2024 Q3	$10.3M	Buy	160,986 +42,354	+36%	+$2.63M	0.29%	67
2024 Q2	$7.39M	Buy	118,632 +9,408	+9%	+$549K	0.23%	78
2024 Q1	$6.27M	Buy	109,224 +6,030	+6%	+$332K	0.21%	88
2023 Q4	$5.35M	Buy	103,194 +16,800	+19%	+$811K	0.21%	83
2023 Q3	$3.92M	Buy	86,394 +996	+1%	+$47K	0.18%	98
2023 Q2	$4.03M	Sell	85,398 -4,884	-5%	-$212K	0.18%	100
2023 Q1	$3.75M	Buy	90,282 +15,534	+21%	+$604K	0.16%	106
2022 Q4	$2.65M	Sell	74,748 -5,412	-7%	-$199K	0.13%	135
2022 Q3	$2.86M	Buy	80,160 +29,328	+58%	+$1.18M	0.16%	112
2022 Q2	$1.89M	Buy	50,832 +9,240	+22%	+$380K	0.11%	125
2022 Q1	$1.99M	Sell	41,592 -246	-0.6%	-$11.6K	0.12%	99
2021 Q4	$2.24M	Buy	41,838 +7,332	+21%	+$382K	0.13%	98
2021 Q3	$1.67M	Sell	34,506 -564	-2%	-$28.1K	0.11%	121
2021 Q2	$1.68M	Buy	35,070 +8,376	+31%	+$380K	0.11%	117
2021 Q1	$1.14M	Buy	26,694 +768	+3%	+$32.9K	0.08%	160
2020 Q4	$1.09M	Buy	25,926 +16,344	+171%	+$652K	0.1%	134
2020 Q3	$364K	Sell	9,582 -774	-7%	-$28.6K	0.04%	251
2020 Q2	$349K	Sell	10,356 -6,132	-37%	-$189K	0.04%	221
2020 Q1	$431K	Buy	16,488 +9,726	+144%	+$291K	0.06%	171
2019 Q4	$205K	Buy	6,762 +2,778	+70%	+$80.2K	0.03%	297
2019 Q3	$110K	Buy	3,984 +720	+22%	+$20K	0.02%	361
2019 Q2	$89K	Buy	3,264 +156	+5%	+$4.17K	0.01%	403
2019 Q1	$81K	Hold	3,108	–	–	0.01%	378
2018 Q4	$70K	Buy	3,108 +498	+19%	+$12.1K	0.01%	371
2018 Q3	$70K	Hold	2,610	–	–	0.01%	403
2018 Q2	$65K	Sell	2,610 -858	-25%	-$21K	0.01%	416
2018 Q1	$82K	Sell	3,468 -264	-7%	-$6.44K	0.02%	315
2017 Q4	$88K	Sell	3,732 -78	-2%	-$1.79K	0.02%	283
2017 Q3	$84K	Buy	3,810 +2,124	+126%	+$46.2K	0.03%	238
2017 Q2	$36K	Buy	1,686 +6	+0.4%	+$126	0.02%	53
2017 Q1	$34K	Buy	1,680 +6	+0.4%	+$118	0.02%	50
2016 Q4	$31K	Buy	1,674 +6	+0.4%	+$111	0.02%	53
2016 Q3	$31K	Buy	1,668 +6	+0.4%	+$112	0.02%	42
2016 Q2	$30K	Buy	+1,662	New	+$29.6K	0.02%	59

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

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 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

Wealthcare Advisory Partners's VUG Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Vanguard Growth ETF (VUG) stake by 11% in Q2 2026, selling an estimated $1.08M and leaving 105,700 shares worth $9.11M. The position accounts for 0.17% of the portfolio, ranked #119.

Wealthcare Advisory Partners first reported a position in VUG in Q2 2016 and has held it in 41 quarters since. The position peaked at $17.3M in Q4 2025. 657 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Wealthcare Advisory Partners held 105,700 shares of Vanguard Growth ETF worth $9.11M as of Q2 2026.
Wealthcare Advisory Partners sold 12,824 Vanguard Growth ETF shares in Q2 2026, an estimated $1.08M.
Vanguard Growth ETF made up 0.17% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #119 holding.
Wealthcare Advisory Partners first reported a position in Vanguard Growth ETF in Q2 2016 and has held it in 41 quarters since.
Wealthcare Advisory Partners's Vanguard Growth ETF position peaked at $17.3M in Q4 2025.
657 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.