Wolff Financial Management’s Vanguard Growth ETF VUG Stock Holding History

Wolff Financial 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	$48.6M	Buy	563,790 +5,466	+1%	+$460K	9.68%	2
2026 Q1	$40.6M	Buy	558,324 +9,588	+2%	+$746K	8.98%	2
2025 Q4	$44.6M	Buy	548,736 +2,532	+0.5%	+$205K	10.03%	1
2025 Q3	$43.7M	Sell	546,204 -22,026	-4%	-$1.68M	10.14%	1
2025 Q2	$41.5M	Buy	568,230 +270	+0%	+$17.8K	10.72%	1
2025 Q1	$35.1M	Sell	567,960 -3,624	-0.6%	-$244K	9.72%	1
2024 Q4	$39.1M	Sell	571,584 -16,296	-3%	-$1.09M	10.85%	1
2024 Q3	$37.6M	Buy	+587,880	New	+$36.4M	10.22%	1
2024 Q2	–	Sell	-627,684	Closed	-$36M	–	95
2024 Q1	$36M	Buy	627,684 +2,262	+0.4%	+$124K	10.5%	1
2023 Q4	$32.4M	Sell	625,422 -10,242	-2%	-$494K	10.01%	1
2023 Q3	$28.9M	Buy	+635,664	New	+$30M	9.85%	1
2023 Q2	–	Sell	-557,982	Closed	-$23.2M	–	99
2023 Q1	$23.2M	Buy	557,982 +108,900	+24%	+$4.24M	8.08%	2
2022 Q4	$16M	Buy	449,082 +362,010	+416%	+$13.3M	5.9%	8
2022 Q3	$3.1M	Buy	87,072 +10,584	+14%	+$425K	1.42%	18
2022 Q2	$2.84M	Buy	76,488 +4,830	+7%	+$198K	1.26%	20
2022 Q1	$3.44M	Buy	71,658 +4,044	+6%	+$191K	1.36%	18
2021 Q4	$3.62M	Buy	+67,614	New	+$3.52M	1.37%	19
2021 Q1	$555K	Buy	12,960 +7,104	+121%	+$304K	0.25%	62
2020 Q4	$247K	Buy	+5,856	New	+$234K	0.13%	82

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

Wolff Financial Management's VUG Position: Q2 2026 in Review

Wolff Financial Management increased its Vanguard Growth ETF (VUG) stake by 0.98% in Q2 2026, buying an estimated $460K and bringing the position to 563,790 shares worth $48.6M. The position accounts for 9.68% of the portfolio, ranked #2.

Wolff Financial Management first reported a position in VUG in Q4 2020 and has held it in 19 quarters since. 745 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Wolff Financial Management held 563,790 shares of Vanguard Growth ETF worth $48.6M as of Q2 2026.
Wolff Financial Management bought 5,466 Vanguard Growth ETF shares in Q2 2026, an estimated $460K.
Vanguard Growth ETF made up 9.68% of Wolff Financial Management's portfolio in Q2 2026, its #2 holding.
Wolff Financial Management first reported a position in Vanguard Growth ETF in Q4 2020 and has held it in 19 quarters since.
745 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.