Westside Investment Management’s Vanguard Growth ETF VUG Stock Holding History

Westside Investment Management’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	$621K	Buy	7,208 +2	+0%	+$168	0.08%	181
2026 Q1	$525K	Buy	7,206 +120	+2%	+$9.34K	0.08%	186
2025 Q4	$576K	Sell	7,086 -60	-0.8%	-$4.87K	0.09%	164
2025 Q3	$571K	Hold	7,146	–	–	0.09%	170
2025 Q2	$522K	Buy	7,146 +84	+1%	+$5.53K	0.1%	160
2025 Q1	$437K	Sell	7,062 -108	-2%	-$7.28K	0.09%	163
2024 Q4	$491K	Sell	7,170 -132	-2%	-$8.87K	0.1%	150
2024 Q3	$467K	Hold	7,302	–	–	0.1%	154
2024 Q2	$455K	Sell	7,302 -300	-4%	-$17.5K	0.1%	152
2024 Q1	$436K	Buy	7,602 +138	+2%	+$7.59K	0.1%	155
2023 Q4	$387K	Buy	7,464 +462	+7%	+$22.3K	0.1%	158
2023 Q3	$318K	Buy	7,002 +480	+7%	+$22.7K	0.09%	168
2023 Q2	$308K	Buy	6,522 +6	+0.1%	+$260	0.09%	175
2023 Q1	$271K	Sell	6,516 -25,356	-80%	-$986K	0.08%	181
2022 Q4	$24.4K	Buy	31,872 +24,348	+324%	+$896K	0.06%	164
2022 Q3	$268	Buy	7,524 +600	+9%	+$24.1K	﹤0.01%	312
2022 Q2	$257	Sell	6,924 -108	-2%	-$4.44K	﹤0.01%	311
2022 Q1	$337	Buy	7,032 +594	+9%	+$28.1K	﹤0.01%	303
2021 Q4	$344	Buy	6,438 +900	+16%	+$46.9K	﹤0.01%	289
2021 Q3	$267	Hold	5,538	–	–	﹤0.01%	291
2021 Q2	$264	Sell	5,538 -714	-11%	-$32.4K	﹤0.01%	286
2021 Q1	$267	Buy	6,252 +54	+0.9%	+$2.31K	﹤0.01%	278
2020 Q4	$261	Hold	6,198	–	–	﹤0.01%	242
2020 Q3	$235	Sell	6,198 -294	-5%	-$10.9K	﹤0.01%	252
2020 Q2	$218	Sell	6,492 -774	-11%	-$23.8K	﹤0.01%	234
2020 Q1	$189	Buy	+7,266	New	+$218K	﹤0.01%	241
2019 Q2	$489	Buy	+17,982	New	+$480K	﹤0.01%	144
2018 Q4	$373K	Buy	16,674 +276	+2%	+$6.69K	0.14%	109
2018 Q3	$441K	Buy	16,398 +300	+2%	+$7.85K	0.14%	93
2018 Q2	$403K	Sell	16,098 -2,694	-14%	-$66.1K	0.14%	104
2018 Q1	$434K	Buy	18,792 +3,864	+26%	+$94.2K	0.24%	90
2017 Q4	$362K	Buy	14,928 +936	+7%	+$21.5K	0.2%	108
2017 Q3	$313K	Hold	13,992	–	–	0.19%	108
2017 Q2	$297K	Hold	13,992	–	–	0.19%	100
2017 Q1	$282K	Sell	13,992 -2,262	-14%	-$44.6K	0.13%	105
2016 Q4	$310K	Buy	+16,254	New	+$301K	0.21%	73

Other funds holding VUG

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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Westside Investment Management's VUG Position: Q2 2026 in Review

Westside Investment Management increased its Vanguard Growth ETF (VUG) stake by 0.03% in Q2 2026, buying an estimated $168 and bringing the position to 7,208 shares worth $621K. The position accounts for 0.08% of the portfolio, ranked #181.

Westside Investment Management first reported a position in VUG in Q4 2016 and has held it in 36 quarters since. 1,277 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Westside Investment Management held 7,208 shares of Vanguard Growth ETF worth $621K as of Q2 2026.
Westside Investment Management bought 2 Vanguard Growth ETF shares in Q2 2026, an estimated $168.
Vanguard Growth ETF made up 0.08% of Westside Investment Management's portfolio in Q2 2026, its #181 holding.
Westside Investment Management first reported a position in Vanguard Growth ETF in Q4 2016 and has held it in 36 quarters since.
1,277 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.