Westmount Partners’s Vanguard Growth ETF VUG Stock Holding History

Westmount Partners’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	$3.72M	Sell	43,134 -6,984	-14%	-$588K	0.81%	22
2026 Q1	$3.65M	Buy	50,118 +28,584	+133%	+$2.22M	0.9%	20
2025 Q4	$1.75M	Buy	21,534 +18	+0.1%	+$1.46K	0.44%	51
2025 Q3	$1.73M	Buy	21,516 +30	+0.1%	+$2.29K	0.45%	48
2025 Q2	$1.57M	Buy	21,486 +18	+0.1%	+$1.19K	0.43%	52
2025 Q1	$1.33M	Buy	21,468 +1,704	+9%	+$115K	0.4%	53
2024 Q4	$1.35M	Buy	19,764 +12	+0.1%	+$806	0.41%	51
2024 Q3	$1.26M	Buy	19,752 +6	+0%	+$372	0.38%	54
2024 Q2	$1.24M	Sell	19,746 -6	-0%	-$350	0.41%	48
2024 Q1	$1.13M	Sell	19,752 -168	-0.8%	-$9.24K	0.41%	52
2023 Q4	$1.03M	Buy	19,920 +408	+2%	+$19.7K	0.42%	56
2023 Q3	$886K	Sell	19,512 -264	-1%	-$12.5K	0.39%	58
2023 Q2	$933K	Sell	19,776 -1,098	-5%	-$47.6K	0.41%	53
2023 Q1	$868K	Sell	20,874 -930	-4%	-$36.2K	0.4%	52
2022 Q4	$774K	Buy	+21,804	New	+$802K	0.4%	58

Other funds holding VUG

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

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

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return