Wisconsin Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

Wisconsin Wealth 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	$3.94M	Buy	45,748 +1,324	+3%	+$111K	3.38%	6
2026 Q1	$3.23M	Buy	44,424 +66	+0.1%	+$5.13K	3.18%	8
2025 Q4	$3.61M	Buy	44,358 +2,112	+5%	+$171K	3.53%	5
2025 Q3	$3.38M	Buy	42,246 +29,868	+241%	+$2.28M	3.21%	8
2025 Q2	$904K	Buy	12,378 +7,824	+172%	+$515K	1.04%	32
2025 Q1	$282K	Buy	4,554 +816	+22%	+$55K	0.4%	58
2024 Q4	$256K	Buy	+3,738	New	+$251K	0.38%	61

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

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 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

Wisconsin Wealth Advisors's VUG Position: Q2 2026 in Review

Wisconsin Wealth Advisors increased its Vanguard Growth ETF (VUG) stake by 3% in Q2 2026, buying an estimated $111K and bringing the position to 45,748 shares worth $3.94M. The position accounts for 3.38% of the portfolio, ranked #6.

Wisconsin Wealth Advisors first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 746 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Wisconsin Wealth Advisors held 45,748 shares of Vanguard Growth ETF worth $3.94M as of Q2 2026.
Wisconsin Wealth Advisors bought 1,324 Vanguard Growth ETF shares in Q2 2026, an estimated $111K.
Vanguard Growth ETF made up 3.38% of Wisconsin Wealth Advisors's portfolio in Q2 2026, its #6 holding.
Wisconsin Wealth Advisors first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 7 quarters since.
746 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Wisconsin Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.