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West Branch Capital’s Vanguard Growth ETF VUG Stock Holding History

West Branch 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 		$66.6K Buy
+774
New +$65.1K 0.02% 127
2025
Q1 		– Sell
-12
Closed -$821 – 581
2024
Q4 		$821 Buy
+12
New +$806 ﹤0.01% 405

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

West Branch Capital's VUG Position: Q2 2026 in Review

West Branch Capital opened a new position in Vanguard Growth ETF (VUG) in Q2 2026: 774 shares worth $66.6K. The stake represents 0.02% of the portfolio and ranks #127 among its holdings. This is a return to the name: West Branch Capital previously reported a position in VUG as recently as Q4 2024.

West Branch Capital first reported a position in VUG in Q4 2024 and has held it in 2 quarters since. 581 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • West Branch Capital held 774 shares of Vanguard Growth ETF worth $66.6K as of Q2 2026.
  • Vanguard Growth ETF was a new West Branch Capital position in Q2 2026.
  • Vanguard Growth ETF made up 0.02% of West Branch Capital's portfolio in Q2 2026, its #127 holding.
  • West Branch Capital first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 2 quarters since.
  • 581 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.