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VUG icon

Wealthquest’s Vanguard Growth ETF VUG Stock Holding History

Wealthquest’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 		$1.32M Buy
15,294
+30
+0.2% +$2.52K 0.08% 51
2026
Q1 		$1.11M Sell
15,264
-282
-2% -$21.9K 0.08% 53
2025
Q4 		$1.26M Buy
+15,546
New +$1.26M 0.1% 51
2025
Q3 		– Sell
-13,176
Closed -$963K – 128
2025
Q2 		$963K Sell
13,176
-3,918
-23% -$258K 0.08% 52
2025
Q1 		$1.06M Sell
17,094
-1,110
-6% -$74.8K 0.09% 46
2024
Q4 		$1.25M Buy
18,204
+186
+1% +$12.5K 0.1% 43
2024
Q3 		$1.14M Buy
18,018
+1,266
+8% +$78.5K 0.1% 47
2024
Q2 		$1.04M Hold
16,752
– – 0.11% 47
2024
Q1 		$961K Sell
16,752
-36
-0.2% -$1.98K 0.1% 49
2023
Q4 		$870K Buy
16,788
+738
+5% +$35.6K 0.1% 59
2023
Q3 		$728K Buy
16,050
+840
+6% +$39.7K 0.09% 62
2023
Q2 		$717K Hold
15,210
– – 0.09% 63
2023
Q1 		$632K Buy
15,210
+222
+1% +$8.63K 0.08% 66
2022
Q4 		$532K Buy
14,988
+12
+0.1% +$441 0.07% 73
2022
Q3 		$534K Sell
14,976
-210
-1% -$8.44K 0.07% 73
2022
Q2 		$564K Sell
15,186
-10,644
-41% -$437K 0.09% 69
2022
Q1 		$1.38M Hold
25,830
– – 0.21% 46
2021
Q4 		$1.38M Buy
25,830
+42
+0.2% +$2.19K 0.21% 46
2021
Q3 		$1.25M Sell
25,788
-3,384
-12% -$168K 0.21% 44
2021
Q2 		$1.39M Hold
29,172
– – 0.24% 41
2021
Q1 		$1.25M Sell
29,172
-4,218
-13% -$180K 0.23% 44
2020
Q4 		$1.41M Hold
33,390
– – 0.3% 33
2020
Q3 		$1.27M Hold
33,390
– – 0.31% 31
2020
Q2 		$1.12M Buy
+33,390
New +$1.03M 0.29% 39
2019
Q4 		$1.06M Buy
34,824
+60
+0.2% +$1.73K 0.3% 56
2019
Q3 		$963K Sell
34,764
-2,484
-7% -$68.9K 0.32% 58
2019
Q2 		$1.01M Hold
37,248
– – 0.38% 54
2019
Q1 		$971K Sell
37,248
-144
-0.4% -$3.55K 0.37% 53
2018
Q4 		$837K Buy
+37,392
New +$906K 0.34% 55
2015
Q3 		$219K Hold
13,128
– – 0.4% 41
2015
Q2 		$234K Hold
13,128
– – 0.34% 42
2015
Q1 		$229K Sell
13,128
-810
-6% -$14.4K 0.33% 43
2014
Q4 		$242K Buy
+13,938
New +$237K 0.25% 45

Other funds holding VUG

MG
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
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
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Wealthquest's VUG Position: Q2 2026 in Review

Wealthquest increased its Vanguard Growth ETF (VUG) stake by 0.2% in Q2 2026, buying an estimated $2.52K and bringing the position to 15,294 shares worth $1.32M. The position accounts for 0.08% of the portfolio, ranked #51.

Wealthquest first reported a position in VUG in Q4 2014 and has held it in 33 quarters since. The position peaked at $1.41M in Q4 2020. 1,121 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Wealthquest held 15,294 shares of Vanguard Growth ETF worth $1.32M as of Q2 2026.
  • Wealthquest bought 30 Vanguard Growth ETF shares in Q2 2026, an estimated $2.52K.
  • Vanguard Growth ETF made up 0.08% of Wealthquest's portfolio in Q2 2026, its #51 holding.
  • Wealthquest first reported a position in Vanguard Growth ETF in Q4 2014 and has held it in 33 quarters since.
  • Wealthquest's Vanguard Growth ETF position peaked at $1.41M in Q4 2020.
  • 1,121 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.