Wedmont Private Capital’s Vanguard Growth ETF VUG Stock Holding History

Wedmont Private Capital’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	$7.67M	Sell	87,738 -462	-0.5%	-$38.9K	0.21%	65
2026 Q1	$6.72M	Buy	88,200 +11,004	+14%	+$856K	0.22%	65
2025 Q4	$6.32M	Buy	77,196 +4,026	+6%	+$327K	0.22%	64
2025 Q3	$5.88M	Buy	73,170 +258	+0.4%	+$19.7K	0.22%	59
2025 Q2	$5.38M	Buy	72,912 +7,380	+11%	+$486K	0.23%	61
2025 Q1	$3.93M	Sell	65,532 -1,686	-3%	-$114K	0.2%	67
2024 Q4	$4.56M	Buy	67,218 +1,464	+2%	+$98.4K	0.24%	59
2024 Q3	$4.15M	Sell	65,754 -1,092	-2%	-$67.7K	0.24%	59
2024 Q2	$4.3M	Buy	66,846 +30	+0%	+$1.75K	0.27%	53
2024 Q1	$3.82M	Buy	66,816 +12,468	+23%	+$686K	0.28%	55
2023 Q4	$2.79M	Sell	54,348 -5,910	-10%	-$285K	0.23%	66
2023 Q3	$2.8M	Buy	60,258 +24,468	+68%	+$1.16M	0.28%	55
2023 Q2	$1.73M	Buy	35,790 +19,140	+115%	+$830K	0.19%	80
2023 Q1	$686K	Buy	16,650 +468	+3%	+$18.2K	0.09%	167
2022 Q4	$578K	Buy	16,182 +7,152	+79%	+$263K	0.09%	179
2022 Q3	$322K	Hold	9,030	–	–	0.06%	235
2022 Q2	$335K	Sell	9,030 -10,968	-55%	-$451K	0.07%	212
2022 Q1	$979K	Buy	19,998 +7,398	+59%	+$350K	0.22%	76
2021 Q4	$631K	Buy	+12,600	New	+$656K	0.19%	91

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Wedmont Private Capital's VUG Position: Q2 2026 in Review

Wedmont Private Capital reduced its Vanguard Growth ETF (VUG) stake by 0.52% in Q2 2026, selling an estimated $38.9K and leaving 87,738 shares worth $7.67M. The position accounts for 0.21% of the portfolio, ranked #65.

Wedmont Private Capital first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. 1,103 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Wedmont Private Capital held 87,738 shares of Vanguard Growth ETF worth $7.67M as of Q2 2026.
Wedmont Private Capital sold 462 Vanguard Growth ETF shares in Q2 2026, an estimated $38.9K.
Vanguard Growth ETF made up 0.21% of Wedmont Private Capital's portfolio in Q2 2026, its #65 holding.
Wedmont Private Capital first reported a position in Vanguard Growth ETF in Q4 2021 and has held it in 19 quarters since.
1,103 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.