WWM
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Wiser Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Wiser Wealth 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 		– Sell
-2,880
Closed -$210K – 77
2026
Q1 		$210K Buy
+2,880
New +$224K 0.05% 57
2024
Q1 		– Sell
-4,416
Closed -$222K – 35
2023
Q4 		$222K Hold
4,416
– – 0.08% 33
2023
Q3 		$200K Buy
+4,416
New +$209K 0.08% 36

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
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

Wiser Wealth Management's VUG Position: Q2 2026 in Review

Wiser Wealth Management sold out of Vanguard Growth ETF (VUG) in Q2 2026, closing a stake of 2,880 shares — an estimated $210K sold.

Wiser Wealth Management first reported a position in VUG in Q3 2023 and held it in 3 quarters. The position peaked at $222K in Q4 2023. 682 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Wiser Wealth Management reported no remaining Vanguard Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Wiser Wealth Management sold 2,880 Vanguard Growth ETF shares in Q2 2026, an estimated $210K.
  • Wiser Wealth Management first reported a position in Vanguard Growth ETF in Q3 2023 and held it in 3 quarters.
  • Wiser Wealth Management's Vanguard Growth ETF position peaked at $222K in Q4 2023.
  • 682 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Wiser Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.