William Mack & Associates’s Vanguard Growth ETF VUG Stock Holding History

William Mack & Associates’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	$1.71M	Buy	19,827 +3,579	+22%	+$301K	0.6%	20
2026 Q1	$1.18M	Sell	16,248 -5,040	-24%	-$392K	0.68%	20
2025 Q4	$1.73M	Buy	21,288 +1,476	+7%	+$120K	0.81%	16
2025 Q3	$1.58M	Sell	19,812 -1,056	-5%	-$80.7K	0.85%	16
2025 Q2	$1.52M	Buy	20,868 +3,684	+21%	+$243K	0.97%	16
2025 Q1	$1.06M	Buy	17,184 +198	+1%	+$13.3K	0.91%	19
2024 Q4	$1.16M	Buy	+16,986	New	+$1.14M	1.22%	17

Other funds holding VUG

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

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

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return