Weitzel Financial Services’s Vanguard Growth ETF VUG Stock Holding History

Weitzel Financial 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	$495K	Sell	5,808 -48	-0.8%	-$4.04K	0.17%	32
2026 Q1	$429K	Buy	5,856 +48	+0.8%	+$3.73K	0.16%	34
2025 Q4	$471K	Hold	5,808	–	–	0.18%	33
2025 Q3	$460K	Hold	5,808	–	–	0.19%	32
2025 Q2	$446K	Sell	5,808 -384	-6%	-$25.3K	0.19%	31
2025 Q1	$367K	Buy	6,192 +162	+3%	+$10.9K	0.18%	30
2024 Q4	$416K	Hold	6,030	–	–	0.2%	31
2024 Q3	$382K	Buy	6,030 +564	+10%	+$35K	0.18%	30
2024 Q2	$343K	Buy	+5,466	New	+$319K	0.17%	30
2024 Q1	–	Sell	-5,466	Closed	-$278K	–	43
2023 Q4	$278K	Hold	5,466	–	–	0.15%	34
2023 Q3	$248K	Hold	5,466	–	–	0.14%	35
2023 Q2	$258K	Hold	5,466	–	–	0.15%	34
2023 Q1	$227K	Buy	+5,466	New	+$213K	0.14%	34
2022 Q3	–	Sell	-5,466	Closed	-$203K	–	38
2022 Q2	$203K	Hold	5,466	–	–	0.14%	33
2022 Q1	$262K	Hold	5,466	–	–	0.17%	27
2021 Q4	$292K	Sell	5,466 -882	-14%	-$45.9K	0.18%	23
2021 Q3	$310K	Sell	6,348 -1,895,382	-100%	-$94.3M	0.2%	23
2021 Q2	$1.06M	Buy	1,901,730 +1,895,382	+29,858%	+$86.1M	0.04%	29
2021 Q1	$272K	Hold	6,348	–	–	0.19%	22
2020 Q4	$284K	Buy	+6,348	New	+$253K	0.21%	23

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

Weitzel Financial Services's VUG Position: Q2 2026 in Review

Weitzel Financial Services reduced its Vanguard Growth ETF (VUG) stake by 0.82% in Q2 2026, selling an estimated $4.04K and leaving 5,808 shares worth $495K. The position accounts for 0.17% of the portfolio, ranked #32.

Weitzel Financial Services first reported a position in VUG in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.06M in Q2 2021. 657 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Weitzel Financial Services held 5,808 shares of Vanguard Growth ETF worth $495K as of Q2 2026.
Weitzel Financial Services sold 48 Vanguard Growth ETF shares in Q2 2026, an estimated $4.04K.
Vanguard Growth ETF made up 0.17% of Weitzel Financial Services's portfolio in Q2 2026, its #32 holding.
Weitzel Financial Services first reported a position in Vanguard Growth ETF in Q4 2020 and has held it in 20 quarters since.
Weitzel Financial Services's Vanguard Growth ETF position peaked at $1.06M in Q2 2021.
657 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

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