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

Wellspring 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 		$13.7M Sell
1,164,575
-5,087,749
-81% -$428M 0.9% 18
2026
Q1 		$11.8M Buy
6,252,324
+21,204
+0.3% +$1.65M 0.88% 22
2025
Q4 		$11.8M Buy
6,231,120
+19,116
+0.3% +$1.55M 0.93% 20
2025
Q3 		$10.1M Buy
6,212,004
+556,086
+10% +$42.5M 0.93% 20
2025
Q2 		$9.49M Sell
5,655,918
-6,774
-0.1% -$446K 0.95% 18
2025
Q1 		$8.6M Sell
5,662,692
-6,780
-0.1% -$457K 0.96% 17
2024
Q4 		$9.88M Buy
5,669,472
+1,650
+0% +$111K 1.03% 18
2024
Q3 		$9.19M Sell
5,667,822
-876
-0% -$54.3K 1.1% 18
2024
Q2 		$9.03M Sell
5,668,698
-6
-0% -$350 1.23% 18
2024
Q1 		$8.38M Sell
5,668,704
-5,010
-0.1% -$276K 1.32% 18
2023
Q4 		$7.92M Sell
5,673,714
-1,098
-0% -$53K 1.97% 14
2023
Q3 		$7.1M Buy
5,674,812
+48
+0% +$2.27K 2.08% 13
2023
Q2 		$7.34M Sell
5,674,764
-16,038
-0.3% -$696K 2.08% 15
2023
Q1 		$7.25M Sell
5,690,802
-4,842
-0.1% -$188K 2.15% 11
2022
Q4 		$6.5M Buy
5,695,644
+3,804
+0.1% +$140K 2.16% 13
2022
Q3 		$6.39M Sell
5,691,840
-4,092
-0.1% -$164K 2.36% 16
2022
Q2 		$6.76M Sell
5,695,932
-27,378
-0.5% -$1.12M 2.36% 17
2022
Q1 		$9.77M Sell
5,723,310
-11,688
-0.2% -$553K 2.88% 11
2021
Q4 		$11.4M Sell
5,734,998
-162,240
-3% -$8.45M 3.18% 9
2021
Q3 		$10.6M Buy
5,897,238
+5,698,986
+2,875% +$284M 3.18% 9
2021
Q2 		$9.49M Sell
198,252
-12,744
-6% -$579K 2.98% 9
2021
Q1 		$5.52M Sell
210,996
-5,418
-3% -$232K 2.66% 12
2020
Q4 		$9.15M Buy
216,414
+3,810
+2% +$152K 3.19% 10
2020
Q3 		$8.08M Buy
212,604
+126
+0.1% +$4.65K 3.16% 10
2020
Q2 		$7.17M Buy
212,478
+1,482
+0.7% +$45.6K 2.96% 10
2020
Q1 		$5.52M Buy
+210,996
New +$6.32M 2.66% 12

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
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

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

Wellspring Financial Advisors reduced its Vanguard Growth ETF (VUG) stake by 81% in Q2 2026, selling an estimated $428M and leaving 1,164,575 shares worth $13.7M. The position accounts for 0.9% of the portfolio, ranked #18.

Wellspring Financial Advisors first reported a position in VUG in Q1 2020 and has held it in 26 quarters since. 873 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Wellspring Financial Advisors held 1,164,575 shares of Vanguard Growth ETF worth $13.7M as of Q2 2026.
  • Wellspring Financial Advisors sold 5,087,749 Vanguard Growth ETF shares in Q2 2026, an estimated $428M.
  • Vanguard Growth ETF made up 0.9% of Wellspring Financial Advisors's portfolio in Q2 2026, its #18 holding.
  • Wellspring Financial Advisors first reported a position in Vanguard Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • 873 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.