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Websterrogers Financial Advisors’s Vanguard Growth ETF VUG Stock Holding History

Websterrogers Financial Advisors’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 		$35.9M Buy
416,280
+23,220
+6% +$1.95M 9.19% 1
2026
Q1 		$28.6M Buy
393,060
+22,206
+6% +$1.73M 8.19% 1
2025
Q4 		$30.2M Sell
370,854
-1,788
-0.5% -$145K 8.75% 1
2025
Q3 		$29.8M Sell
372,642
-30,714
-8% -$2.35M 8.93% 1
2025
Q2 		$29.5M Buy
403,356
+6,210
+2% +$409K 9.37% 1
2025
Q1 		$24.5M Buy
397,146
+12,900
+3% +$870K 8.38% 2
2024
Q4 		$26.3M Sell
384,246
-1,530
-0.4% -$103K 9.13% 2
2024
Q3 		$24.7M Buy
385,776
+444
+0.1% +$27.5K 8.64% 2
2024
Q2 		$24M Buy
385,332
+8,112
+2% +$473K 8.56% 2
2024
Q1 		$21.6M Buy
377,220
+191,652
+103% +$10.5M 7.7% 2
2023
Q4 		$9.62M Sell
185,568
-94,242
-34% -$4.55M 4.01% 10
2023
Q3 		$12.7M Buy
279,810
+52,524
+23% +$2.48M 5.58% 4
2023
Q2 		$10.7M Buy
227,286
+87,102
+62% +$3.78M 4.67% 6
2023
Q1 		$5.83M Buy
140,184
+10,764
+8% +$419K 2.68% 15
2022
Q4 		$4.6M Buy
+129,420
New +$4.76M 2.23% 15

Other funds holding VUG

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
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
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
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Websterrogers Financial Advisors's VUG Position: Q2 2026 in Review

Websterrogers Financial Advisors increased its Vanguard Growth ETF (VUG) stake by 5.9% in Q2 2026, buying an estimated $1.95M and bringing the position to 416,280 shares worth $35.9M. The position accounts for 9.19% of the portfolio, ranked #1.

Websterrogers Financial Advisors first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. 581 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Websterrogers Financial Advisors held 416,280 shares of Vanguard Growth ETF worth $35.9M as of Q2 2026.
  • Websterrogers Financial Advisors bought 23,220 Vanguard Growth ETF shares in Q2 2026, an estimated $1.95M.
  • Vanguard Growth ETF made up 9.19% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #1 holding.
  • Websterrogers Financial Advisors first reported a position in Vanguard Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 581 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.