WG
VUG icon

Welch Group’s Vanguard Growth ETF VUG Stock Holding History

Welch Group’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 		$1.1M Sell
12,827
-115
-0.9% -$9.68K 0.04% 121
2026
Q1 		$942K Buy
12,942
+6,090
+89% +$474K 0.04% 124
2025
Q4 		$557K Sell
6,852
-186
-3% -$15.1K 0.02% 163
2025
Q3 		$563K Sell
7,038
-288
-4% -$22K 0.02% 153
2025
Q2 		$535K Sell
7,326
-1,908
-21% -$126K 0.02% 150
2025
Q1 		$570K Buy
9,234
+654
+8% +$44.1K 0.03% 135
2024
Q4 		$592K Sell
8,580
-312
-4% -$21K 0.03% 136
2024
Q3 		$569K Sell
8,892
-3,702
-29% -$229K 0.02% 132
2024
Q2 		$785K Sell
12,594
-30
-0.2% -$1.75K 0.04% 107
2024
Q1 		$724K Buy
12,624
+4,812
+62% +$265K 0.04% 101
2023
Q4 		$405K Buy
7,812
+2,430
+45% +$117K 0.02% 141
2023
Q3 		$244K Buy
5,382
+924
+21% +$43.6K 0.01% 180
2023
Q2 		$210K Buy
+4,458
New +$193K 0.01% 197
2021
Q2 		– Sell
-7,794
Closed -$334K – 198
2021
Q1 		$334K Buy
+7,794
New +$333K 0.02% 135

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Welch Group's VUG Position: Q2 2026 in Review

Welch Group reduced its Vanguard Growth ETF (VUG) stake by 0.89% in Q2 2026, selling an estimated $9.68K and leaving 12,827 shares worth $1.1M. The position accounts for 0.04% of the portfolio, ranked #121.

Welch Group first reported a position in VUG in Q1 2021 and has held it in 14 quarters since. 1,368 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Welch Group held 12,827 shares of Vanguard Growth ETF worth $1.1M as of Q2 2026.
  • Welch Group sold 115 Vanguard Growth ETF shares in Q2 2026, an estimated $9.68K.
  • Vanguard Growth ETF made up 0.04% of Welch Group's portfolio in Q2 2026, its #121 holding.
  • Welch Group first reported a position in Vanguard Growth ETF in Q1 2021 and has held it in 14 quarters since.
  • 1,368 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

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